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WisdomTree True Developed International Fund
DOL

77 hedge funds and large institutions have $251M invested in WisdomTree True Developed International Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $248M → $251M (+$2.63M)

0.21% less ownership

Funds ownership: 59.44% → 59.23% (-0.21%)

6% less funds holding

Funds holding: 82 → 77 (-5)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
24
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$9.17M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.82M
3
Bank of America
Bank of America
North Carolina
+$878K
4
AWE
Avidian Wealth Enterprises
Texas
+$721K
5
KFI
Key Financial Inc
Pennsylvania
+$658K

Top Sellers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
-$1.44M
2
TFA
Tobias Financial Advisors
Florida
-$1.44M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$924K
5
M&T Bank
M&T Bank
New York
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$224K +$152K +3,101 +203%
PWM
52
PBMares Wealth Management
Virginia
$218K -$35.7K -728 -14%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$209K +$6.03K +123 +3%
EW
54
Evoke Wealth
California
$161K – – –
PP
55
Pacifica Partners
Canada
$150K – – –
IA
56
IFP Advisors
Florida
$111K – – –
NOI
57
Newton One Investments
Delaware
$109K – – –
BFC
58
Bedel Financial Consulting
Indiana
$106K – – –
APA
59
American Portfolios Advisors
New York
$104K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$98K +$21.7K +444 +28%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$96K -$11.4K -233 -11%
AWM
62
AllSquare Wealth Management
New York
$94K – – –
CPA
63
Cardiff Park Advisors
California
$81K +$81.2K +1,657 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$57K -$22.9K -468 -28%
DWP
65
Destiny Wealth Partners
Florida
$57K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$54K +$98 +2 +0.2%
AWMS
67
Advocacy Wealth Management Services
Georgia
$51K – – –
RIM
68
Rockbridge Investment Management
New York
$50.8K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$50K +$392 +8 +0.8%
AA
70
Ancora Advisors
Ohio
$35K +$7.25K +148 +26%
CAL
71
Capital Advisors Ltd
Ohio
$28K – – –
US Bancorp
72
US Bancorp
Minnesota
$23K – – –
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$17K +$16.7K +340 New
FFA
74
Founders Financial Alliance
North Carolina
$7K – – –
TFGT
75
TS Financial Group (TSFG)
Illinois
$4K – – –
1 2
3
4

DOL Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2022, worth a combined $251M — up 1.1% from $248M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DOL and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was Creative Planning, adding an estimated $9.17M. The largest seller was Corda Investment Management, exiting entirely with an estimated $1.44M sold.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2022, down from 82 in Q4 2021.
  • Funds reported $251M of WisdomTree True Developed International Fund stock for Q1 2022, up 1.1% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q1 2022 and 8 closed out, a net change of -2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2022 was Creative Planning, an estimated $9.17M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2022 was Corda Investment Management, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2022.