WisdomTree True Developed International Fund
DOL
81 hedge funds and large institutions have $231M invested in WisdomTree True Developed International Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $214M → $231M (+$17.4M)
3% more funds holding
Funds holding: 79 → 81 (+2)
1.08% more ownership
Funds ownership: 52.86% → 53.95% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.14M |
| 2 |
Bank of New York Mellon
New York
|
+$2.13M |
| 3 |
Morgan Stanley
New York
|
+$924K |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$771K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PV
Private Vista
Chicago,
Illinois
|
-$2.43M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$526K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$491K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$374K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAGAS
76
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $16K | – | – | – |
|
|
PA
77
Parallel Advisors
San Francisco,
California
| $14K | -$1.4K | -30 | -9% |
|
|
SMFS
78
Squar Milner Financial Services
Irvine,
California
| $14K | – | – | – |
|
|
DSC
79
Duncker Streett & Co
St. Louis,
Missouri
| $13K | +$94 | +2 | +0.7% |
|
80
Fifth Third Bancorp
Cincinnati,
Ohio
| $12K | – | – | – |
|
|
TFGT
81
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $5K | – | – | – |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$526K | -11,357 | Closed |
|
|
LC
83
Lindbrook Capital
Calabasas,
California
| – | -$233K | -5,046 | Closed |
|
|
NSIM
84
North Star Investment Management
Chicago,
Illinois
| – | -$134K | -2,900 | Closed |
|
|
SWM
85
SeaCrest Wealth Management
Purchase,
New York
| – | -$19K | -406 | Closed |
|
DOL Hedge Fund Activity: Q2 2019 in Review
81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2019, worth a combined $231M — up 8.2% from $214M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DOL positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $7.14M. The largest seller was Private Vista, cutting an estimated $2.43M.
- 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2019, up from 79 in Q1 2019.
- Funds reported $231M of WisdomTree True Developed International Fund stock for Q2 2019, up 8.2% quarter-over-quarter.
- 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2019 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree True Developed International Fund buyer in Q2 2019 was Citadel Advisors, an estimated $7.14M added.
- The largest WisdomTree True Developed International Fund seller in Q2 2019 was Private Vista, an estimated $2.43M sold.
Based on aggregated 13F filings for Q2 2019.