We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund
DOL

81 hedge funds and large institutions have $223M invested in WisdomTree True Developed International Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 53.95% → 53.38% (-0.57%)

3% less capital invested

Capital invested by funds: $231M → $223M (-$7.89M)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$3.96M
2
AWE
Avidian Wealth Enterprises
Texas
+$2.55M
3
Jane Street
Jane Street
New York
+$2.07M
4
UBS Group
UBS Group
Switzerland
+$1.68M
5
Bank of America
Bank of America
North Carolina
+$777K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$6.03M
2
PV
Private Vista
Illinois
-$2.71M
3
WP
WealthSource Partners
California
-$2.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.36M
5
BWM
Baystate Wealth Management
Massachusetts
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$31K +$183 +4 +0.6%
JFA
77
JNBA Financial Advisors
Minnesota
$28K – – –
CAGAS
78
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$12K – – –
PA
80
Parallel Advisors
California
$7K -$6.87K -150 -51%
Citigroup
81
Citigroup
New York
$5K -$52.2K -1,139 -92%
TFGT
82
TS Financial Group (TSFG)
Illinois
$5K – – –
WP
83
WealthSource Partners
California
– -$2.3M -48,825 Closed
EWM
84
Evercore Wealth Management
New York
– -$528K -11,202 Closed
CP
85
Camelot Portfolios
Ohio
– -$382K -8,113 Closed
BMA
86
Brooks Moore & Associates
Tennessee
– -$285K -6,050 Closed
PAM
87
Peak Asset Management
Colorado
– -$202K -4,298 Closed
SMFS
88
Squar Milner Financial Services
California
– -$14K -300 Closed
DSC
89
Duncker Streett & Co
Missouri
– -$13K -281 Closed
1 2 3
4

DOL Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2019, worth a combined $223M — down 3.4% from $231M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOL positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.96M. The largest seller was Citadel Advisors, cutting an estimated $6.03M.

  • 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $223M of WisdomTree True Developed International Fund stock for Q3 2019, down 3.4% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2019 was Creative Planning, an estimated $3.96M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2019 was Citadel Advisors, an estimated $6.03M sold.

Based on aggregated 13F filings for Q3 2019.