WisdomTree True Developed International Fund
DOL
71 hedge funds and large institutions have $216M invested in WisdomTree True Developed International Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.43% less ownership
Funds ownership: 59.38% → 58.95% (-0.43%)
2% less capital invested
Capital invested by funds: $220M → $216M (-$4M)
1% less funds holding
Funds holding: 72 → 71 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
15% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PV
Private Vista
Chicago,
Illinois
|
+$6.06M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$3.22M |
| 3 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$1.68M |
| 4 |
GWM
Gupta Wealth Management
San Diego,
California
|
+$1.41M |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$2.67M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$2.52M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.26M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$1.23M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$108K | -2,500 | Closed |
|
77
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$13K | -290 | Closed |
|
|
DSC
78
Duncker Streett & Co
St. Louis,
Missouri
| – | -$9K | -200 | Closed |
|
|
GI
79
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -38 | Closed |
|
DOL Hedge Fund Activity: Q1 2016 in Review
71 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2016, worth a combined $216M — down 1.8% from $220M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DOL and 8 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 22 added.
The largest buyer was Private Vista, adding an estimated $6.06M. The largest seller was M&T Bank, cutting an estimated $2.67M.
- 71 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2016, down from 72 in Q4 2015.
- Funds reported $216M of WisdomTree True Developed International Fund stock for Q1 2016, down 1.8% quarter-over-quarter.
- 8 funds opened new WisdomTree True Developed International Fund positions in Q1 2016 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree True Developed International Fund buyer in Q1 2016 was Private Vista, an estimated $6.06M added.
- The largest WisdomTree True Developed International Fund seller in Q1 2016 was M&T Bank, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2016.