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WisdomTree True Developed International Fund
DOL

82 hedge funds and large institutions have $248M invested in WisdomTree True Developed International Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $226M → $248M (+$23M)

6% more funds holding

Funds holding: 77 → 82 (+5)

3.34% more ownership

Funds ownership: 56.09% → 59.44% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
30
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$3.5M
2
Creative Planning
Creative Planning
Kansas
+$3.46M
3
TFA
Tobias Financial Advisors
Florida
+$1.41M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.16M
5
KFI
Key Financial Inc
Pennsylvania
+$930K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.12M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
3
HNB
Huntington National Bank
Ohio
-$1.01M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$714K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Windsor Wealth Management
Indiana
$250K +$1.7K +35 +0.7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$235K -$423K -8,713 -65%
UCFA
53
United Capital Financial Advisors
Texas
$219K +$3.94K +81 +2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$207K -$29.2K -601 -13%
EW
55
Evoke Wealth
California
$164K – – –
PP
56
Pacifica Partners
Canada
$159K +$153K +3,144 New
IA
57
IFP Advisors
Florida
$111K -$972 -20 -0.9%
NOI
58
Newton One Investments
Delaware
$111K +$778 +16 +0.7%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$109K +$146 +3 +0.1%
BFC
60
Bedel Financial Consulting
Indiana
$108K – – –
APA
61
American Portfolios Advisors
New York
$106K -$1.94K -40 -2%
AWM
62
AllSquare Wealth Management
New York
$96K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$81K +$35.3K +726 +79%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$78K +$25K +515 +48%
GWM
65
Geneos Wealth Management
Colorado
$75K +$1.12K +23 +2%
DWP
66
Destiny Wealth Partners
Florida
$58K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$55K +$49 +1 +0.1%
AWMS
68
Advocacy Wealth Management Services
Georgia
$52K – – –
RIM
69
Rockbridge Investment Management
New York
$51K +$50.2K +1,032 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$50K +$49.4K +1,016 New
JWM
71
Janiczek Wealth Management
Colorado
$37K +$36.4K +750 New
SFM
72
Signet Financial Management
New Jersey
$37K +$36.5K +751 New
AA
73
Ancora Advisors
Ohio
$28K – – –
CAL
74
Capital Advisors Ltd
Ohio
$28K – – –
CFA
75
Carroll Financial Associates
North Carolina
$27K – – –
1 2
3
4

DOL Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2021, worth a combined $248M — up 10% from $226M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was M&T Bank, adding an estimated $3.5M. The largest seller was Jane Street, exiting entirely with an estimated $7.12M sold.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $248M of WisdomTree True Developed International Fund stock for Q4 2021, up 10% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2021 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2021 was M&T Bank, an estimated $3.5M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2021 was Jane Street, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2021.