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WisdomTree True Developed International Fund
DOL

77 hedge funds and large institutions have $226M invested in WisdomTree True Developed International Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

2.73% more ownership

Funds ownership: 53.36% → 56.09% (+2.7%)

3% more funds holding

Funds holding: 75 → 77 (+2)

4% more capital invested

Capital invested by funds: $217M → $226M (+$8.84M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% 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
7
Increased
27
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$9.57M
2
Jane Street
Jane Street
New York
+$5.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
4
AWE
Avidian Wealth Enterprises
Texas
+$1.33M
5
M&T Bank
M&T Bank
New York
+$1.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.15M
2
Citadel Advisors
Citadel Advisors
Florida
-$698K
3
EAM
Evanson Asset Management
California
-$588K
4
HR
Howe & Rusling
New York
-$550K
5
CCT
Capital City Trust
Florida
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$207K +$10K +201 +5%
SMC
52
Smith, Moore & Co
Missouri
$202K – – –
EW
53
Evoke Wealth
California
$157K -$7.77K -156 -4%
IA
54
IFP Advisors
Florida
$108K -$36.9K -742 -25%
NOI
55
Newton One Investments
Delaware
$106K +$1.15K +23 +1%
BFC
56
Bedel Financial Consulting
Indiana
$104K – – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$104K +$97.6K +1,960 +834%
APA
58
American Portfolios Advisors
New York
$104K – – –
AWM
59
AllSquare Wealth Management
New York
$92K – – –
GWM
60
Geneos Wealth Management
Colorado
$71K +$199 +4 +0.3%
DWP
61
Destiny Wealth Partners
Florida
$56K +$58.5K +1,174 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$53K +$149 +3 +0.3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$51K +$12.9K +260 +32%
AWMS
64
Advocacy Wealth Management Services
Georgia
$50K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$44K +$11.8K +237 +35%
JP Morgan Chase
66
JP Morgan Chase
New York
$32K +$33.9K +680 New
AA
67
Ancora Advisors
Ohio
$27K – – –
CAL
68
Capital Advisors Ltd
Ohio
$27K – – –
CFA
69
Carroll Financial Associates
North Carolina
$26K – – –
US Bancorp
70
US Bancorp
Minnesota
$23K -$9.91K -199 -30%
HI
71
Harbour Investments
Wisconsin
$22K +$249 +5 +1%
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
FFA
73
Founders Financial Alliance
North Carolina
$7K – – –
TFGT
74
TS Financial Group (TSFG)
Illinois
$4K – – –
SWM
75
Spire Wealth Management
Virginia
$2K – – –
1 2
3
4

DOL Hedge Fund Activity: Q3 2021 in Review

77 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2021, worth a combined $226M — up 4.1% from $217M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DOL positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, adding an estimated $9.57M. The largest seller was Morgan Stanley, cutting an estimated $3.15M.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2021, up from 75 in Q2 2021.
  • Funds reported $226M of WisdomTree True Developed International Fund stock for Q3 2021, up 4.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree True Developed International Fund positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2021 was Creative Planning, an estimated $9.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2021 was Morgan Stanley, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2021.