We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund
DOL

80 hedge funds and large institutions have $227M invested in WisdomTree True Developed International Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 77 → 80 (+3)

0.93% more ownership

Funds ownership: 59.23% → 60.16% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less capital invested

Capital invested by funds: $251M → $227M (-$24.1M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
33
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$5.85M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.57M
3
OMC
Old Mission Capital
Illinois
+$1.81M
4
CAN
Cetera Advisor Networks
California
+$905K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$864K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.42M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$562K
3
FTUS
Flow Traders U.S.
New York
-$548K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$525K
5
Bank of America
Bank of America
North Carolina
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$226K +$36.4K +794 +17%
JFA
52
JNBA Financial Advisors
Minnesota
$216K – – –
GIA
53
Gladstone Institutional Advisory
Florida
$203K +$223K +4,854 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$202K +$2.71K +59 +1%
EW
55
Evoke Wealth
California
$139K – – –
PP
56
Pacifica Partners
Canada
$135K – – –
IA
57
IFP Advisors
Florida
$111K – – –
NOI
58
Newton One Investments
Delaware
$94K – – –
APA
59
American Portfolios Advisors
New York
$89.7K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$84K -$826 -18 -0.9%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$83K +$367 +8 +0.4%
CPA
62
Cardiff Park Advisors
California
$71K +$1.38K +30 +2%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$49K -$321 -7 -0.6%
DWP
64
Destiny Wealth Partners
Florida
$49K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$47K +$183 +4 +0.4%
AWMS
66
Advocacy Wealth Management Services
Georgia
$44K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$44K +$1.1K +24 +2%
RIM
68
Rockbridge Investment Management
New York
$43.2K – – –
AA
69
Ancora Advisors
Ohio
$30K – – –
CAL
70
Capital Advisors Ltd
Ohio
$24K – – –
US Bancorp
71
US Bancorp
Minnesota
$19K – – –
AWM
72
AllSquare Wealth Management
New York
$18K -$69.3K -1,510 -78%
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
SWM
74
SeaCrest Wealth Management
New York
$17K +$18.6K +406 New
FFA
75
Founders Financial Alliance
North Carolina
$6K -$183 -4 -3%
1 2
3
4

DOL Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2022, worth a combined $227M — down 9.6% from $251M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOL positions and 6 closed out — a net gain of 3 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, adding an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $3.42M.

  • 80 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2022, up from 77 in Q1 2022.
  • Funds reported $227M of WisdomTree True Developed International Fund stock for Q2 2022, down 9.6% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q2 2022 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2022 was Creative Planning, an estimated $5.85M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2022 was Morgan Stanley, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2022.