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WisdomTree True Developed International Fund
DOL

84 hedge funds and large institutions have $206M invested in WisdomTree True Developed International Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

3.4% more ownership

Funds ownership: 49.94% → 53.34% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $215M → $206M (-$9.34M)

8% less funds holding

Funds holding: 91 → 84 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
31
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$17.4M
2
Jane Street
Jane Street
New York
+$3.16M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.95M
4
Bank of America
Bank of America
North Carolina
+$1.36M
5
SEIA
Signature Estate & Investment Advisors
California
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
PV
Private Vista
Illinois
-$4.36M
2
BFG
Beacon Financial Group
Texas
-$3.03M
3
UBS Group
UBS Group
Switzerland
-$1.48M
4
UCFA
United Capital Financial Advisors
Texas
-$854K
5
Citadel Advisors
Citadel Advisors
Florida
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$28K +$180 +4 +0.6%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$28K +$18K +400 +153%
PA
78
Parallel Advisors
California
$18K – – –
SWM
79
SeaCrest Wealth Management
New York
$17K – – –
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
SMFS
81
Squar Milner Financial Services
California
$13K – – –
DSC
82
Duncker Streett & Co
Missouri
$12K +$180 +4 +1%
W
83
WealthOne
New York
$4K +$4.5K +100 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$1K +$1.4K +31 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
– -$331K -6,864 Closed
SIA
86
Starfire Investment Advisers
Michigan
– -$323K -6,705 Closed
AT
87
Arden Trust
Delaware
– -$262K -5,431 Closed
OMC
88
Old Mission Capital
Illinois
– -$259K -5,375 Closed
Ameriprise
89
Ameriprise
Minnesota
– -$245K -5,084 Closed
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
– -$239K -4,974 Closed
Bank of New York Mellon
91
Bank of New York Mellon
New York
– -$222K -4,617 Closed
HB
92
Homrich & Berg
Georgia
– -$205K -4,257 Closed
CC
93
Courier Capital
New York
– -$205K -4,253 Closed
SFM
94
Signet Financial Management
New Jersey
– -$130K -2,691 Closed
KJWM
95
Kiley Juergens Wealth Management
Washington
– -$82K -1,706 Closed
AA
96
Ancora Advisors
Ohio
– -$61K -1,272 Closed
FFW
97
Fusion Family Wealth
New York
– -$14K -300 Closed
MWPCG
98
Measured Wealth Private Client Group
New Hampshire
– -$10K -200 Closed
MSA
99
Marino Stram & Associates
Massachusetts
– -$6K -120 Closed
1 2 3
4

DOL Hedge Fund Activity: Q4 2018 in Review

84 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2018, worth a combined $206M — down 4.3% from $215M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DOL and 9 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 31 added.

The largest buyer was Creative Planning, adding an estimated $17.4M. The largest seller was Private Vista, cutting an estimated $4.36M.

  • 84 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2018, down from 91 in Q3 2018.
  • Funds reported $206M of WisdomTree True Developed International Fund stock for Q4 2018, down 4.3% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q4 2018 and 15 closed out, a net change of -6 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2018 was Creative Planning, an estimated $17.4M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2018 was Private Vista, an estimated $4.36M sold.

Based on aggregated 13F filings for Q4 2018.