WisdomTree True Developed International Fund
DOL
69 hedge funds and large institutions have $180M invested in WisdomTree True Developed International Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 32 reducing their positions, and 10 closing their positions.
1% less funds holding
Funds holding: 70 → 69 (-1)
3.08% less ownership
Funds ownership: 55.65% → 52.58% (-3.1%)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
10% less capital invested
Capital invested by funds: $201M → $180M (-$20.8M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
44% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$2.07M |
| 2 |
Jane Street
New York
|
+$1.85M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$1.47M |
| 4 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
+$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$13.3M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$3.9M |
| 3 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$2.88M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.4M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
76
WFG Advisors
Dallas,
Texas
| – | -$17K | -400 | Closed |
|
|
KKAMG
77
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| – | -$4K | -90 | Closed |
|
78
AssetMark Inc
Concord,
California
| – | -$2K | -43 | Closed |
|
DOL Hedge Fund Activity: Q4 2016 in Review
69 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2016, worth a combined $180M — down 10% from $201M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DOL and 9 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 18 added.
The largest buyer was Baystate Wealth Management, adding an estimated $2.07M. The largest seller was Beacon Financial Group, cutting an estimated $13.3M.
- 69 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2016, down from 70 in Q3 2016.
- Funds reported $180M of WisdomTree True Developed International Fund stock for Q4 2016, down 10% quarter-over-quarter.
- 9 funds opened new WisdomTree True Developed International Fund positions in Q4 2016 and 10 closed out, a net change of -1 holder.
- The largest WisdomTree True Developed International Fund buyer in Q4 2016 was Baystate Wealth Management, an estimated $2.07M added.
- The largest WisdomTree True Developed International Fund seller in Q4 2016 was Beacon Financial Group, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2016.