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WisdomTree True Developed International Fund

92 hedge funds and large institutions have $456M invested in WisdomTree True Developed International Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $395M → $456M (+$60.3M)

6.21% more ownership

Funds ownership: 64.57%70.78% (+6.2%)

6% more funds holding

Funds holding: 8792 (+5)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
33
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
51
JFS Wealth Advisors
Pennsylvania
$325K -$4K -86 -1%
Mariner
52
Mariner
Kansas
$325K +$307K +6,589 New
PA
53
PSI Advisors
Florida
$321K +$4.89K +105 +2%
PWM
54
PBMares Wealth Management
Virginia
$316K +$1.21K +26 +0.4%
GWM
55
Geneos Wealth Management
Colorado
$308K -$60.2K -1,293 -17%
VW
56
Vance Wealth
California
$303K
Stifel Financial
57
Stifel Financial
Missouri
$300K +$36.8K +791 +15%
Citadel Advisors
58
Citadel Advisors
Florida
$295K +$279K +5,993 New
FFA
59
Frazier Financial Advisors
Ohio
$288K +$272K +5,850 New
JFA
60
JNBA Financial Advisors
Minnesota
$274K -$12.9K -277 -5%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$259K -$18.3K -394 -7%
CPIG
62
Chicago Partners Investment Group
Illinois
$242K -$95.8K -2,058 -29%
GFS
63
GYL Financial Synergies
Connecticut
$238K +$225K +4,827 New
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$215K -$18K -387 -8%
Truist Financial
65
Truist Financial
North Carolina
$212K +$200K +4,294 New
SWA
66
SOA Wealth Advisors
New York
$175K +$1.07K +23 +0.7%
NOI
67
Newton One Investments
Delaware
$115K +$699 +15 +0.6%
CPA
68
Cardiff Park Advisors
California
$111K +$652 +14 +0.6%
S
69
Syntrinsic
Colorado
$88.3K -$111K -2,382 -57%
BTI
70
Blue Trust Inc
Georgia
$78K -$77.1K -1,655 -49%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$61.3K +$93 +2 +0.2%
CTWM
72
Cherry Tree Wealth Management
Minnesota
$52.5K -$10.1K -216 -17%
NA
73
Nordwand Advisors
Pennsylvania
$52.1K
RIM
74
Rockbridge Investment Management
New York
$52.1K +$49.2K +1,057 New
GRP
75
Global Retirement Partners
California
$50.4K -$7.82K -168 -14%

DOL Hedge Fund Activity: Q4 2023 in Review

92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2023, worth a combined $456M — up 15% from $395M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 7 closed out — a net gain of 6 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was CX Institutional, exiting entirely with an estimated $5.98M sold.

  • 92 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $456M of WisdomTree True Developed International Fund stock for Q4 2023, up 15% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.2M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2023 was CX Institutional, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2023.