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WisdomTree True Developed International Fund
DOL

91 hedge funds and large institutions have $215M invested in WisdomTree True Developed International Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 87 → 91 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.58% less ownership

Funds ownership: 51.52% → 49.94% (-1.6%)

8% less capital invested

Capital invested by funds: $234M → $215M (-$18.8M)

37% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 35

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
22
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$2.74M
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.53M
3
UBS Group
UBS Group
Switzerland
+$1.1M
4
SFG
StrategIQ Financial Group
Indiana
+$517K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$248K

Top Sellers

1
CIC
Cutler Investment Counsel
Oregon
-$12.1M
2
PV
Private Vista
Illinois
-$4.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.82M
4
OMC
Old Mission Capital
Illinois
-$1.82M
5
MML Investors Services
MML Investors Services
Massachusetts
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
76
Howe & Rusling
New York
$49K +$37.3K +773 +322%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$47K -$7.71K -160 -14%
CAL
78
Capital Advisors Ltd
Ohio
$47K – – –
GWM
79
Geneos Wealth Management
Colorado
$36K – – –
WB
80
Webster Bank
Connecticut
$36K – – –
FHA
81
Flagship Harbor Advisors
Massachusetts
$32K +$241 +5 +0.8%
SWM
82
SeaCrest Wealth Management
New York
$20K – – –
PA
83
Parallel Advisors
California
$20K +$20.5K +425 New
CAGAS
84
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
SMFS
85
Squar Milner Financial Services
California
$14K -$169K -3,503 -92%
FFW
86
Fusion Family Wealth
New York
$14K -$11K -228 -43%
DSC
87
Duncker Streett & Co
Missouri
$13K – – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$13K +$12.6K +261 New
MWPCG
89
Measured Wealth Private Client Group
New Hampshire
$10K +$9.64K +200 New
MSA
90
Marino Stram & Associates
Massachusetts
$6K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1K +$964 +20 New
CIC
92
Cutler Investment Counsel
Oregon
– -$12.1M -252,962 Closed
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
– -$497K -10,394 Closed
Goldman Sachs
94
Goldman Sachs
New York
– -$303K -6,341 Closed
HighTower Advisors
95
HighTower Advisors
Illinois
– -$256K -5,414 Closed
SEI Investments
96
SEI Investments
Pennsylvania
– -$42K -869 Closed
CF
97
Centaurus Financial
California
– -$37K -780 Closed
1 2 3
4

DOL Hedge Fund Activity: Q3 2018 in Review

91 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2018, worth a combined $215M — down 8% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DOL positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 35 trimmed.

The largest buyer was Creative Planning, adding an estimated $2.74M. The largest seller was Cutler Investment Counsel, exiting entirely with an estimated $12.1M sold.

  • 91 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2018, up from 87 in Q2 2018.
  • Funds reported $215M of WisdomTree True Developed International Fund stock for Q3 2018, down 8% quarter-over-quarter.
  • 10 funds opened new WisdomTree True Developed International Fund positions in Q3 2018 and 6 closed out, a net change of +4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2018 was Creative Planning, an estimated $2.74M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2018 was Cutler Investment Counsel, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2018.