WisdomTree True Developed International Fund
DOL
70 hedge funds and large institutions have $215M invested in WisdomTree True Developed International Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 32 reducing their positions, and 15 closing their positions.
1% more capital invested
Capital invested by funds: $212M → $215M (+$3.15M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.93% less ownership
Funds ownership: 62.28% → 59.35% (-2.9%)
11% less funds holding
Funds holding: 79 → 70 (-9)
56% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 32
60% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.16M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$1.86M |
| 3 |
Jane Street
New York
|
+$1.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$340K |
| 5 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
-$5.92M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$4.44M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$2.71M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.88M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFM
76
Parsec Financial Management
Asheville,
North Carolina
| – | -$304K | -8,233 | Closed |
|
77
JP Morgan Chase
New York
| – | -$152K | -4,120 | Closed |
|
|
PO
78
Private Ocean
San Rafael,
California
| – | -$130K | -3,546 | Closed |
|
|
AT
79
Arden Trust
Wilmington,
Delaware
| – | -$122K | -3,306 | Closed |
|
|
NSIM
80
North Star Investment Management
Chicago,
Illinois
| – | -$107K | -2,900 | Closed |
|
|
IWP
81
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$49K | -1,310 | Closed |
|
|
SPIA
82
Steward Partners Investment Advisory
New York
| – | -$33K | -900 | Closed |
|
|
FHA
83
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$26K | -698 | Closed |
|
|
PWM
84
Provident Wealth Management
Brentwood,
Tennessee
| – | -$25K | -664 | Closed |
|
|
SMFS
85
Squar Milner Financial Services
Irvine,
California
| – | -$11K | -300 | Closed |
|
|
OIA
86
Optimum Investment Advisors
Chicago,
Illinois
| – | -$4K | -120 | Closed |
|
DOL Hedge Fund Activity: Q2 2020 in Review
70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2020, worth a combined $215M — up 1.5% from $212M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of DOL and 6 opened new positions — a net loss of 9 holders — while 32 trimmed existing stakes and 14 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.16M. The largest seller was Key Financial Inc, cutting an estimated $5.92M.
- 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2020, down from 79 in Q1 2020.
- Funds reported $215M of WisdomTree True Developed International Fund stock for Q2 2020, up 1.5% quarter-over-quarter.
- 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2020 and 15 closed out, a net change of -9 holders.
- The largest WisdomTree True Developed International Fund buyer in Q2 2020 was Citadel Advisors, an estimated $2.16M added.
- The largest WisdomTree True Developed International Fund seller in Q2 2020 was Key Financial Inc, an estimated $5.92M sold.
Based on aggregated 13F filings for Q2 2020.