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WisdomTree True Developed International Fund
DOL

72 hedge funds and large institutions have $217M invested in WisdomTree True Developed International Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 70 → 72 (+2)

2% more capital invested

Capital invested by funds: $212M → $217M (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.7% less ownership

Funds ownership: 58.63% → 56.93% (-1.7%)

53% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 32

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
15
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
+$1.12M
2
FTUS
Flow Traders U.S.
New York
+$885K
3
KFI
Key Financial Inc
Pennsylvania
+$659K
4
RFC
Regions Financial Corp
Alabama
+$465K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$234K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$13.4M
2
UCFA
United Capital Financial Advisors
Texas
-$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.88M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
5
Jane Street
Jane Street
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$121K – – –
APA
52
American Portfolios Advisors
New York
$100K -$4.35K -100 -4%
BFC
53
Bedel Financial Consulting
Indiana
$100K – – –
NOI
54
Newton One Investments
Delaware
$100K +$94.2K +2,167 New
GWM
55
Geneos Wealth Management
Colorado
$98K +$57.1K +1,314 +173%
AWM
56
AllSquare Wealth Management
New York
$89K – – –
DWP
57
Destiny Wealth Partners
Florida
$54K +$51K +1,174 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$51K +$87 +2 +0.2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
AWMS
60
Advocacy Wealth Management Services
Georgia
$48K – – –
BCWM
61
Bartlett & Co Wealth Management
Ohio
$41.5K +$39.2K +903 New
BC
62
Bartlett & Co
Ohio
$41K +$39.2K +903 New
US Bancorp
63
US Bancorp
Minnesota
$30K -$2.91K -67 -9%
AA
64
Ancora Advisors
Ohio
$26K -$75K -1,725 -75%
CAL
65
Capital Advisors Ltd
Ohio
$26K – – –
CFA
66
Carroll Financial Associates
North Carolina
$25K – – –
William Blair & Company
67
William Blair & Company
Illinois
$21K – – –
FWM
68
FSA Wealth Management
Massachusetts
$18K +$17.4K +400 New
CAGAS
69
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
FFA
70
Founders Financial Alliance
North Carolina
$16K – – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$11K +$10.2K +235 New
TFGT
72
TS Financial Group (TSFG)
Illinois
$4K -$1.17K -27 -23%
HWM
73
HighMark Wealth Management
Minnesota
$1K – – –
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$1.37M -33,233 Closed
RJFSA
75
Raymond James Financial Services Advisors
Florida
– -$299K -7,225 Closed
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DOL Hedge Fund Activity: Q4 2020 in Review

72 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2020, worth a combined $217M — up 2.1% from $212M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DOL positions and 9 closed out — a net gain of 3 holders — while 15 added to existing stakes and 32 trimmed.

The largest buyer was Advisory Research, adding an estimated $1.12M. The largest seller was Creative Planning, cutting an estimated $13.4M.

  • 72 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $217M of WisdomTree True Developed International Fund stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 12 funds opened new WisdomTree True Developed International Fund positions in Q4 2020 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2020 was Advisory Research, an estimated $1.12M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2020 was Creative Planning, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2020.