WisdomTree True Developed International Fund
DOL
78 hedge funds and large institutions have $213M invested in WisdomTree True Developed International Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 69 → 78 (+9)
4% more capital invested
Capital invested by funds: $205M → $213M (+$8.3M)
0.19% more ownership
Funds ownership: 48.39% → 48.58% (+0.19%)
15% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$6.15M |
| 2 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$3.46M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$367K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$338K |
| 5 |
Morgan Stanley
New York
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.46M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$4.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$956K |
| 4 |
Bank of New York Mellon
New York
|
-$633K |
| 5 |
HWM
Highwater Wealth Management
Glendale,
Colorado
|
-$572K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DSC
76
Duncker Streett & Co
St. Louis,
Missouri
| $14K | +$50 | +1 | +0.4% |
|
|
MSA
77
Marino Stram & Associates
Braintree,
Massachusetts
| $8K | +$8K | +160 | New |
|
|
IWM
78
IHT Wealth Management
Chicago,
Illinois
| $5K | +$5K | +100 | New |
|
|
SIA
79
Starfire Investment Advisers
Southfield,
Michigan
| – | -$465K | -9,409 | Closed |
|
|
AFP
80
Ausdal Financial Partners
Davenport,
Iowa
| – | -$315K | -6,371 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$301K | -6,081 | Closed |
|
82
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$274K | -5,526 | Closed |
|
|
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$213K | -4,300 | Closed |
|
DOL Hedge Fund Activity: Q4 2017 in Review
78 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2017, worth a combined $213M — up 4.1% from $205M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DOL positions and 5 closed out — a net gain of 9 holders — while 23 added to existing stakes and 27 trimmed.
The largest buyer was Creative Planning, adding an estimated $6.15M. The largest seller was Jane Street, cutting an estimated $5.46M.
- 78 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2017, up from 69 in Q3 2017.
- Funds reported $213M of WisdomTree True Developed International Fund stock for Q4 2017, up 4.1% quarter-over-quarter.
- 14 funds opened new WisdomTree True Developed International Fund positions in Q4 2017 and 5 closed out, a net change of +9 holders.
- The largest WisdomTree True Developed International Fund buyer in Q4 2017 was Creative Planning, an estimated $6.15M added.
- The largest WisdomTree True Developed International Fund seller in Q4 2017 was Jane Street, an estimated $5.46M sold.
Based on aggregated 13F filings for Q4 2017.