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WisdomTree True Developed International Fund

82 hedge funds and large institutions have $407M invested in WisdomTree True Developed International Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

5% more funds holding

Funds holding: 7882 (+4)

4% more capital invested

Capital invested by funds: $391M → $407M (+$16.2M)

0.81% more ownership

Funds ownership: 63.23%64.03% (+0.81%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
51
JFS Wealth Advisors
Pennsylvania
$239K -$475 -10 -0.2%
LF
52
Lantz Financial
Illinois
$227K -$43K -906 -16%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$224K
KL
54
KWMG LLC
Kansas
$223K -$223K -4,687 -50%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$213K +$215K +4,516 New
EWA
56
Exencial Wealth Advisors
Oklahoma
$213K +$214K +4,506 New
GFS
57
GYL Financial Synergies
Connecticut
$201K +$203K +4,264 New
PA
58
PSI Advisors
Florida
$191K +$2.99K +63 +2%
SWA
59
SOA Wealth Advisors
New York
$165K -$5.7K -120 -3%
BTI
60
Blue Trust Inc
Georgia
$157K
NOI
61
Newton One Investments
Delaware
$109K +$2.04K +43 +2%
CPA
62
Cardiff Park Advisors
California
$105K +$2K +42 +2%
GRP
63
Global Retirement Partners
California
$61.6K +$713 +15 +1%
CTWM
64
Cherry Tree Wealth Management
Minnesota
$60.4K +$60.9K +1,281 New
IA
65
IFP Advisors
Florida
$55.6K -$40.4K -850 -42%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$53.2K +$190 +4 +0.4%
RFA
67
Resurgent Financial Advisors
Georgia
$39.4K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$36K +$8.03K +169 +29%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$34.4K -$1.28K -27 -4%
AA
70
Ancora Advisors
Ohio
$34K
CAL
71
Capital Advisors Ltd
Ohio
$27K
Citigroup
72
Citigroup
New York
$25.8K
NA
73
NewEdge Advisors
Louisiana
$23.2K -$30.2K -636 -56%
FA
74
Fiduciary Alliance
South Carolina
$20.4K +$20.6K +433 New
AWM
75
AllSquare Wealth Management
New York
$19.8K

DOL Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2023, worth a combined $407M — up 4.2% from $391M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Creative Planning, adding an estimated $8.31M. The largest seller was Envestnet Asset Management, cutting an estimated $6.61M.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $407M of WisdomTree True Developed International Fund stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q2 2023 and 7 closed out, a net change of +4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2023 was Creative Planning, an estimated $8.31M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2023 was Envestnet Asset Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q2 2023.