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WisdomTree True Developed International Fund
DOL

78 hedge funds and large institutions have $391M invested in WisdomTree True Developed International Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $361M → $391M (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.35% less ownership

Funds ownership: 63.58% → 63.23% (-0.35%)

5% less funds holding

Funds holding: 82 → 78 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
33
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.29M
2
AWE
Avidian Wealth Enterprises
Texas
+$2.11M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.73M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$829K
5
KFI
Key Financial Inc
Pennsylvania
+$583K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$4.72M
2
Jane Street
Jane Street
New York
-$4.09M
3
M&T Bank
M&T Bank
New York
-$925K
4
FTUS
Flow Traders U.S.
New York
-$903K
5
CAN
Cetera Advisor Networks
California
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$267K -$325 -7 -0.1%
LF
52
Lantz Financial
Illinois
$267K -$105K -2,256 -28%
JWA
53
JFS Wealth Advisors
Pennsylvania
$237K +$465 +10 +0.2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$225K +$224K +4,815 New
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
$222K – – –
PA
56
PSI Advisors
Florida
$186K +$186K +3,993 New
SWA
57
SOA Wealth Advisors
New York
$169K -$18.3K -393 -10%
BTI
58
Blue Trust Inc
Georgia
$148K +$14K +301 +10%
NOI
59
Newton One Investments
Delaware
$106K +$976 +21 +0.9%
CPA
60
Cardiff Park Advisors
California
$102K +$102K +2,192 New
IA
61
IFP Advisors
Florida
$101K -$58K -1,247 -38%
GRP
62
Global Retirement Partners
California
$61.5K +$57.7K +1,241 +2,482%
NA
63
NewEdge Advisors
Louisiana
$52.7K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$52.5K -$108K -2,315 -67%
RFA
65
Resurgent Financial Advisors
Georgia
$39K +$372 +8 +1%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$35.3K +$3.25K +70 +10%
AA
67
Ancora Advisors
Ohio
$33.6K – – –
CAL
68
Capital Advisors Ltd
Ohio
$27K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
Citigroup
70
Citigroup
New York
$25.5K – – –
AWM
71
AllSquare Wealth Management
New York
$20K – – –
US Bancorp
72
US Bancorp
Minnesota
$10.5K – – –
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$5.37K +$829K +17,835 +18%
FFA
74
Founders Financial Alliance
North Carolina
$4.25K -$2.23K -48 -35%
TFGT
75
TS Financial Group (TSFG)
Illinois
$4K – – –
1 2
3
4

DOL Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2023, worth a combined $391M — up 8.2% from $361M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DOL and 4 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $3.29M. The largest seller was Creative Planning, cutting an estimated $4.72M.

  • 78 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2023, down from 82 in Q4 2022.
  • Funds reported $391M of WisdomTree True Developed International Fund stock for Q1 2023, up 8.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree True Developed International Fund positions in Q1 2023 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2023 was Wells Fargo, an estimated $3.29M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2023 was Creative Planning, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2023.