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WisdomTree True Developed International Fund

82 hedge funds and large institutions have $361M invested in WisdomTree True Developed International Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more capital invested

Capital invested by funds: $285M → $361M (+$75.9M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

8% more funds holding

Funds holding: 7682 (+6)

7.69% less ownership

Funds ownership: 71.27%63.58% (-7.7%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$260K +$13.2K +315 +6%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$258K +$246K +5,870 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$252K -$26.1K -625 -10%
GWM
54
Geneos Wealth Management
Colorado
$249K +$5.4K +129 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$245K +$233K +5,562 New
JWA
56
JFS Wealth Advisors
Pennsylvania
$223K +$209 +5 +0.1%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$209K -$40.7K -974 -17%
SWA
58
SOA Wealth Advisors
New York
$177K -$118K -2,819 -41%
IA
59
IFP Advisors
Florida
$162K -$26.4K -630 -16%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$151K +$97K +2,319 +207%
BAAM
61
Baker Avenue Asset Management
California
$126K +$120K +2,861 New
BTI
62
Blue Trust Inc
Georgia
$114K +$128K +3,056 New
NOI
63
Newton One Investments
Delaware
$98.9K
DWP
64
Destiny Wealth Partners
Florida
$51.7K
RFA
65
Resurgent Financial Advisors
Georgia
$36.4K +$34.5K +826 New
AA
66
Ancora Advisors
Ohio
$32K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$30.2K +$42 +1 +0.1%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$29K -$56.7K -1,356 -67%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$26K -$19.7K -471 -45%
CAL
70
Capital Advisors Ltd
Ohio
$25K
Citigroup
71
Citigroup
New York
$24K +$22.8K +546 New
FA
72
Fiduciary Alliance
South Carolina
$19.1K +$18.1K +433 New
AWM
73
AllSquare Wealth Management
New York
$18.8K
US Bancorp
74
US Bancorp
Minnesota
$9.9K
FFA
75
Founders Financial Alliance
North Carolina
$6.12K

DOL Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2022, worth a combined $361M — up 27% from $285M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $6.01M. The largest seller was UBS Group, cutting an estimated $1.2M.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $361M of WisdomTree True Developed International Fund stock for Q4 2022, up 27% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2022 was Jane Street, an estimated $6.01M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2022 was UBS Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2022.