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WisdomTree True Developed International Fund

96 hedge funds and large institutions have $376M invested in WisdomTree True Developed International Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

5% more funds holding

Funds holding: 9196 (+5)

0.81% more ownership

Funds ownership: 69.16%69.97% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

9% less capital invested

Capital invested by funds: $413M → $376M (-$36.9M)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VW
51
Vance Wealth
California
$304K
MA
52
MCF Advisors
Kentucky
$291K
JWA
53
JFS Wealth Advisors
Pennsylvania
$249K -$50.7K -986 -16%
Ameriprise
54
Ameriprise
Minnesota
$246K +$256K +4,984 New
Cerity Partners
55
Cerity Partners
New York
$244K +$253K +4,929 New
AIM
56
Advyzon Investment Management
Illinois
$238K +$248K +4,823 New
JFA
57
JNBA Financial Advisors
Minnesota
$238K -$24.7K -480 -9%
CPIG
58
Chicago Partners Investment Group
Illinois
$230K +$51 +1 +0%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$230K -$1.02M -19,900 -81%
LFAS
60
Level Four Advisory Services
Texas
$222K +$32K +622 +16%
HA
61
Herold Advisors
New York
$212K
CA
62
Clearstead Advisors
Ohio
$210K -$6.12K -119 -3%
FFA
63
Frazier Financial Advisors
Ohio
$209K
FPAS
64
Focus Partners Advisor Solutions
Missouri
$203K -$69.5K -1,353 -25%
GWM
65
Geneos Wealth Management
Colorado
$183K -$54.5K -1,060 -22%
SWA
66
SOA Wealth Advisors
New York
$177K +$1.18K +23 +0.6%
CPA
67
Cardiff Park Advisors
California
$116K +$822 +16 +0.7%
NOI
68
Newton One Investments
Delaware
$116K +$120K +2,342 New
LI
69
LRI Investments
Florida
$103K
Jones Financial Companies
70
Jones Financial Companies
Missouri
$103K +$3.54K +69 +3%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$95.4K -$11K -215 -10%
BTI
72
Blue Trust Inc
Georgia
$68.1K
PA
73
PSI Advisors
Florida
$64.1K -$55.5K -1,081 -45%
SPIA
74
Steward Partners Investment Advisory
New York
$61.5K -$6.43M -125,138 -99%
QCG
75
Quadrant Capital Group
Ohio
$47K

DOL Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2024, worth a combined $376M — down 8.9% from $413M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.64M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $6.43M.

  • 96 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $376M of WisdomTree True Developed International Fund stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2024 was Morgan Stanley, an estimated $3.64M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2024 was Steward Partners Investment Advisory, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2024.