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WisdomTree True Developed International Fund

87 hedge funds and large institutions have $395M invested in WisdomTree True Developed International Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

6% more funds holding

Funds holding: 8287 (+5)

0.54% more ownership

Funds ownership: 64.03%64.57% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

3% less capital invested

Capital invested by funds: $407M → $395M (-$11.7M)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
PSI Advisors
Florida
$292K +$110K +2,351 +58%
PWM
52
PBMares Wealth Management
Virginia
$292K -$21.3K -453 -7%
VW
53
Vance Wealth
California
$281K
JFA
54
JNBA Financial Advisors
Minnesota
$267K -$5.02K -107 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$258K +$265K +5,651 New
Stifel Financial
56
Stifel Financial
Missouri
$242K -$30K -640 -11%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$217K
LF
58
Lantz Financial
Illinois
$215K -$4.32K -92 -2%
S
59
Syntrinsic
Colorado
$190K +$196K +4,175 New
SWA
60
SOA Wealth Advisors
New York
$161K +$1.08K +23 +0.7%
BTI
61
Blue Trust Inc
Georgia
$158K
NOI
62
Newton One Investments
Delaware
$106K +$751 +16 +0.7%
CPA
63
Cardiff Park Advisors
California
$103K +$704 +15 +0.7%
SFC
64
SYM Financial Corp
Indiana
$90.5K +$93.1K +1,983 New
CTWM
65
Cherry Tree Wealth Management
Minnesota
$58.4K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$56.7K +$5.35K +114 +10%
GRP
67
Global Retirement Partners
California
$53.8K -$4.55K -97 -7%
NA
68
Nordwand Advisors
Pennsylvania
$48.2K +$49.6K +1,057 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$41K +$39.2K +835 New
RFA
70
Resurgent Financial Advisors
Georgia
$39.1K +$1.03K +22 +3%
IA
71
IFP Advisors
Florida
$35.5K -$18.8K -400 -34%
AA
72
Ancora Advisors
Ohio
$32.8K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$30.8K -$2.58K -55 -8%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$28K -$6.48K -138 -18%
CAL
75
Capital Advisors Ltd
Ohio
$26K