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WisdomTree True Developed International Fund
DOL

75 hedge funds and large institutions have $217M invested in WisdomTree True Developed International Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $222M → $217M (-$5.17M)

3% less funds holding

Funds holding: 77 → 75 (-2)

3.72% less ownership

Funds ownership: 57.08% → 53.36% (-3.7%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
25
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$2.4M
2
HNB
Huntington National Bank
Ohio
+$1.04M
3
KFI
Key Financial Inc
Pennsylvania
+$781K
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$599K
5
AWE
Avidian Wealth Enterprises
Texas
+$553K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$9.79M
2
Morgan Stanley
Morgan Stanley
New York
-$7.55M
3
VFA
Voya Financial Advisors
Connecticut
-$1.77M
4
Jane Street
Jane Street
New York
-$1.22M
5
SWA
SOA Wealth Advisors
New York
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$205K +$206K +4,147 New
EW
52
Evoke Wealth
California
$171K +$172K +3,471 New
IA
53
IFP Advisors
Florida
$148K +$18.7K +377 +14%
NOI
54
Newton One Investments
Delaware
$109K +$1.29K +26 +1%
BFC
55
Bedel Financial Consulting
Indiana
$108K – – –
APA
56
American Portfolios Advisors
New York
$108K – – –
AWM
57
AllSquare Wealth Management
New York
$96K – – –
GWM
58
Geneos Wealth Management
Colorado
$74K +$15.2K +305 +26%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$55K +$99 +2 +0.2%
AWMS
60
Advocacy Wealth Management Services
Georgia
$52K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$40K +$40.5K +816 New
US Bancorp
63
US Bancorp
Minnesota
$33K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$33K +$33.8K +681 +68,100%
AA
65
Ancora Advisors
Ohio
$28K – – –
CAL
66
Capital Advisors Ltd
Ohio
$28K – – –
CFA
67
Carroll Financial Associates
North Carolina
$27K – – –
HI
68
Harbour Investments
Wisconsin
$22K +$248 +5 +1%
CAGAS
69
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$12K – – –
Citigroup
71
Citigroup
New York
$12K +$11.9K +239 New
FFA
72
Founders Financial Alliance
North Carolina
$7K -$248 -5 -3%
TFGT
73
TS Financial Group (TSFG)
Illinois
$4K – – –
SWM
74
Spire Wealth Management
Virginia
$2K – – –
HWM
75
HighMark Wealth Management
Minnesota
$1K +$50 +1 +5%
1 2
3
4

DOL Hedge Fund Activity: Q2 2021 in Review

75 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2021, worth a combined $217M — down 2.3% from $222M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOL and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $2.4M. The largest seller was Creative Planning, cutting an estimated $9.79M.

  • 75 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2021, down from 77 in Q1 2021.
  • Funds reported $217M of WisdomTree True Developed International Fund stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 8 funds opened new WisdomTree True Developed International Fund positions in Q2 2021 and 9 closed out, a net change of -1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2021 was Cetera Advisor Networks, an estimated $2.4M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2021 was Creative Planning, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2021.