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WisdomTree True Developed International Fund
DOL

77 hedge funds and large institutions have $222M invested in WisdomTree True Developed International Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 72 → 77 (+5)

2% more capital invested

Capital invested by funds: $217M → $222M (+$5.07M)

0.15% more ownership

Funds ownership: 56.93% → 57.08% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
21
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VFA
Voya Financial Advisors
Connecticut
+$1.76M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.43M
3
Morgan Stanley
Morgan Stanley
New York
+$965K
4
KFI
Key Financial Inc
Pennsylvania
+$909K
5
AWE
Avidian Wealth Enterprises
Texas
+$659K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.54M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.24M
3
AR
Advisory Research
Illinois
-$1.22M
4
SWA
SOA Wealth Advisors
New York
-$926K
5
BWM
Baystate Wealth Management
Massachusetts
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
51
Falcon Wealth Planning
California
$246K -$4.8K -102 -2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$245K +$25.4K +540 +12%
SMC
53
Smith, Moore & Co
Missouri
$237K +$236K +5,007 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$201K +$200K +4,237 New
IA
55
IFP Advisors
Florida
$125K +$989 +21 +0.8%
APA
56
American Portfolios Advisors
New York
$103K – – –
BFC
57
Bedel Financial Consulting
Indiana
$103K – – –
NOI
58
Newton One Investments
Delaware
$103K +$706 +15 +0.7%
AWM
59
AllSquare Wealth Management
New York
$92K – – –
GWM
60
Geneos Wealth Management
Colorado
$57K -$41.4K -880 -42%
DWP
61
Destiny Wealth Partners
Florida
$56K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$52K +$47 +1 +0.1%
AWMS
63
Advocacy Wealth Management Services
Georgia
$50K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
US Bancorp
65
US Bancorp
Minnesota
$32K – – –
AA
66
Ancora Advisors
Ohio
$27K – – –
CAL
67
Capital Advisors Ltd
Ohio
$27K – – –
CFA
68
Carroll Financial Associates
North Carolina
$26K – – –
HI
69
Harbour Investments
Wisconsin
$21K +$20.9K +444 New
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$14.2K +$14.1K +300 New
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$11K – – –
FFA
73
Founders Financial Alliance
North Carolina
$7K -$9.42K -200 -57%
TFGT
74
TS Financial Group (TSFG)
Illinois
$4K – – –
SWM
75
Spire Wealth Management
Virginia
$2K +$1.98K +42 New
1 2
3
4

DOL Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2021, worth a combined $222M — up 2.3% from $217M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 6 closed out — a net gain of 5 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Voya Financial Advisors, opening a new position worth an estimated $1.76M. The largest seller was Jane Street, cutting an estimated $3.54M.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $222M of WisdomTree True Developed International Fund stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q1 2021 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2021 was Voya Financial Advisors, an estimated $1.76M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2021 was Jane Street, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2021.