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WisdomTree True Developed International Fund

87 hedge funds and large institutions have $242M invested in WisdomTree True Developed International Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $223M → $242M (+$19.3M)

7% more funds holding

Funds holding: 8187 (+6)

1.01% more ownership

Funds ownership: 53.38%54.39% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
31
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$48K
JFA
77
JNBA Financial Advisors
Minnesota
$40K +$9.64K +203 +33%
GWM
78
Geneos Wealth Management
Colorado
$39K +$2.37K +50 +7%
PWM
79
Provident Wealth Management
Tennessee
$39K +$38.2K +805 New
WB
80
Webster Bank
Connecticut
$36K
FHA
81
Flagship Harbor Advisors
Massachusetts
$34K +$237 +5 +0.7%
FWM
82
FSA Wealth Management
Massachusetts
$20K +$19K +400 New
DSC
83
Duncker Streett & Co
Missouri
$14K +$13.7K +289 New
SMFS
84
Squar Milner Financial Services
California
$14K +$14.2K +300 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$13K
TFGT
86
TS Financial Group (TSFG)
Illinois
$6K
Citigroup
87
Citigroup
New York
$5K
HWM
88
HighMark Wealth Management
Minnesota
$1K +$997 +21 New
M&T Bank
89
M&T Bank
New York
-$5.91M -128,536 Closed
Citadel Advisors
90
Citadel Advisors
Florida
-$1.44M -31,275 Closed
Bank of New York Mellon
91
Bank of New York Mellon
New York
-$728K -15,841 Closed
Goldman Sachs
92
Goldman Sachs
New York
-$520K -11,326 Closed
CCM
93
Cribstone Capital Management
Maine
-$180K -3,916 Closed
LWCFA
94
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$69K -1,500 Closed
CAGAS
95
Capital Advisory Group Advisory Services
Minnesota
-$16K -340 Closed
PA
96
Parallel Advisors
California
-$7K -145 Closed

DOL Hedge Fund Activity: Q4 2019 in Review

87 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2019, worth a combined $242M — up 8.6% from $223M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DOL positions and 8 closed out — a net gain of 7 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, adding an estimated $7.69M. The largest seller was M&T Bank, exiting entirely with an estimated $5.91M sold.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $242M of WisdomTree True Developed International Fund stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 15 funds opened new WisdomTree True Developed International Fund positions in Q4 2019 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2019 was Creative Planning, an estimated $7.69M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2019 was M&T Bank, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2019.