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WisdomTree True Developed International Fund
DOL

91 hedge funds and large institutions have $413M invested in WisdomTree True Developed International Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $396M → $413M (+$17.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.46% less ownership

Funds ownership: 69.62% → 69.16% (-0.46%)

1% less funds holding

Funds holding: 92 → 91 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
24
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BW
BIP Wealth
Georgia
+$2.23M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.14M
3
Morgan Stanley
Morgan Stanley
New York
+$1.34M
4
FTUS
Flow Traders U.S.
New York
+$861K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$846K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$4.11M
2
Jane Street
Jane Street
New York
-$2.51M
3
GSEP
Golden State Equity Partners
California
-$1.49M
4
Ameriprise
Ameriprise
Minnesota
-$1.44M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
PBMares Wealth Management
Virginia
$333K -$19K -363 -6%
VW
52
Vance Wealth
California
$332K – – –
JWA
53
JFS Wealth Advisors
Pennsylvania
$326K +$262 +5 +0.1%
MA
54
MCF Advisors
Kentucky
$318K – – –
FPAS
55
Focus Partners Advisor Solutions
Missouri
$295K -$257K -4,910 -47%
JFA
56
JNBA Financial Advisors
Minnesota
$285K -$11.2K -214 -4%
GWM
57
Geneos Wealth Management
Colorado
$257K -$10.1K -192 -4%
CPIG
58
Chicago Partners Investment Group
Illinois
$240K +$52 +1 +0%
CA
59
Clearstead Advisors
Ohio
$235K – – –
HA
60
Herold Advisors
New York
$231K +$15.7K +300 +8%
FFA
61
Frazier Financial Advisors
Ohio
$228K – – –
GFS
62
GYL Financial Synergies
Connecticut
$226K -$11K -211 -5%
SWP
63
Stratos Wealth Partners
Ohio
$202K +$196K +3,742 New
HSWM
64
Hubbell Strickland Wealth Management
Louisiana
$200K +$194K +3,715 New
LFAS
65
Level Four Advisory Services
Texas
$200K +$202K +3,866 New
SWA
66
SOA Wealth Advisors
New York
$192K +$838 +16 +0.5%
PA
67
PSI Advisors
Florida
$128K -$40.5K -773 -25%
CPA
68
Cardiff Park Advisors
California
$126K +$523 +10 +0.4%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$116K +$2.09K +40 +2%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$109K – – –
LI
71
LRI Investments
Florida
$105K – – –
BTI
72
Blue Trust Inc
Georgia
$69.8K -$17K -325 -19%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$67.5K -$65.5K -1,252 -50%
QCG
74
Quadrant Capital Group
Ohio
$51.3K – – –
CAM
75
Creekmur Asset Management
Illinois
$49.2K – – –
1 2
3
4

DOL Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2024, worth a combined $413M — up 4.4% from $396M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DOL and 6 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 24 added.

The largest buyer was BIP Wealth, adding an estimated $2.23M. The largest seller was Creative Planning, cutting an estimated $4.11M.

  • 91 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2024, down from 92 in Q2 2024.
  • Funds reported $413M of WisdomTree True Developed International Fund stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2024 was BIP Wealth, an estimated $2.23M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2024 was Creative Planning, an estimated $4.11M sold.

Based on aggregated 13F filings for Q3 2024.