We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

92 hedge funds and large institutions have $396M invested in WisdomTree True Developed International Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

2% more funds holding

Funds holding: 9092 (+2)

0.99% more ownership

Funds ownership: 68.63%69.62% (+0.99%)

1% less capital invested

Capital invested by funds: $400M → $396M (-$4.16M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
32
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$357K +$29.9K +579 +9%
IA
52
IFG Advisory
Georgia
$354K +$360K +6,978 New
Northern Trust
53
Northern Trust
Illinois
$341K
PWM
54
PBMares Wealth Management
Virginia
$331K +$7.49K +145 +2%
VW
55
Vance Wealth
California
$312K
JWA
56
JFS Wealth Advisors
Pennsylvania
$306K -$21.6K -419 -7%
MA
57
MCF Advisors
Kentucky
$299K -$29.8K -576 -9%
JFA
58
JNBA Financial Advisors
Minnesota
$279K
GWM
59
Geneos Wealth Management
Colorado
$252K -$28.1K -544 -10%
CPIG
60
Chicago Partners Investment Group
Illinois
$239K +$207 +4 +0.1%
GFS
61
GYL Financial Synergies
Connecticut
$223K -$21.8K -422 -9%
CA
62
Clearstead Advisors
Ohio
$221K +$225K +4,362 New
FFA
63
Frazier Financial Advisors
Ohio
$215K -$83.7K -1,620 -28%
HA
64
Herold Advisors
New York
$202K
BJL
65
Brighton Jones LLC
Washington
$201K
SWA
66
SOA Wealth Advisors
New York
$179K -$827 -16 -0.5%
PA
67
PSI Advisors
Florida
$160K -$118K -2,290 -42%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$127K +$64.9K +1,257 +101%
NOI
69
Newton One Investments
Delaware
$119K
CPA
70
Cardiff Park Advisors
California
$118K +$2.27K +44 +2%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$107K +$23.4K +452 +27%
LI
72
LRI Investments
Florida
$106K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$102K +$104K +2,008 New
BTI
74
Blue Trust Inc
Georgia
$88K
QCG
75
Quadrant Capital Group
Ohio
$48.2K

DOL Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2024, worth a combined $396M — down 1% from $400M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DOL positions and 6 closed out — a net gain of 6 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.95M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.3M sold.

  • 92 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $396M of WisdomTree True Developed International Fund stock for Q2 2024, down 1% quarter-over-quarter.
  • 12 funds opened new WisdomTree True Developed International Fund positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2024 was LPL Financial, an estimated $1.95M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2024 was Flow Traders U.S., an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2024.