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WisdomTree True Developed International Fund
DOL

76 hedge funds and large institutions have $285M invested in WisdomTree True Developed International Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $227M → $285M (+$58.4M)

11.11% more ownership

Funds ownership: 60.16% → 71.27% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

5% less funds holding

Funds holding: 80 → 76 (-4)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
25
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.4M
2
Creative Planning
Creative Planning
Kansas
+$10.7M
3
Morgan Stanley
Morgan Stanley
New York
+$7.46M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.45M
3
OMC
Old Mission Capital
Illinois
-$1.13M
4
M&T Bank
M&T Bank
New York
-$1.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$210K +$232K +5,601 New
GWM
52
Geneos Wealth Management
Colorado
$207K +$4.76K +115 +2%
JFA
53
JNBA Financial Advisors
Minnesota
$193K – – –
IA
54
IFP Advisors
Florida
$193K +$68.3K +1,651 +73%
JWA
55
JFS Wealth Advisors
Pennsylvania
$190K -$56.1K -1,356 -21%
EW
56
Evoke Wealth
California
$124K – – –
NOI
57
Newton One Investments
Delaware
$84K – – –
PP
58
Pacifica Partners
Canada
$81K -$43.6K -1,053 -33%
APA
59
American Portfolios Advisors
New York
$80.3K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$75K – – –
DWP
61
Destiny Wealth Partners
Florida
$44K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$42K +$83 +2 +0.2%
AWMS
63
Advocacy Wealth Management Services
Georgia
$41K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$40K +$414 +10 +1%
HI
65
Hoey Investments
Pennsylvania
$28K +$30.6K +740 New
AA
66
Ancora Advisors
Ohio
$27K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$26K -$20.1K -485 -41%
CAL
68
Capital Advisors Ltd
Ohio
$21K – – –
AWM
69
AllSquare Wealth Management
New York
$16K – – –
US Bancorp
70
US Bancorp
Minnesota
$8K -$10.2K -247 -52%
FFA
71
Founders Financial Alliance
North Carolina
$5K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$3K – – –
SWM
73
Spire Wealth Management
Virginia
$2K – – –
HI
74
Harbour Investments
Wisconsin
$1K – – –
HWM
75
HighMark Wealth Management
Minnesota
$1K – – –
1 2
3
4

DOL Hedge Fund Activity: Q3 2022 in Review

76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2022, worth a combined $285M — up 26% from $227M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DOL and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Envestnet Asset Management, adding an estimated $23.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.34M sold.

  • 76 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $285M of WisdomTree True Developed International Fund stock for Q3 2022, up 26% quarter-over-quarter.
  • 4 funds opened new WisdomTree True Developed International Fund positions in Q3 2022 and 8 closed out, a net change of -4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $23.4M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2022 was Citadel Advisors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2022.