WisdomTree True Developed International Fund
DOL
72 hedge funds and large institutions have $217M invested in WisdomTree True Developed International Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
3% more funds holding
Funds holding: 70 → 72 (+2)
2% more capital invested
Capital invested by funds: $212M → $217M (+$4.43M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.7% less ownership
Funds ownership: 58.63% → 56.93% (-1.7%)
53% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$1.12M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$885K |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$659K |
| 4 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$465K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$13.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.88M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
| 5 |
Jane Street
New York
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
76
Aprio Wealth Management
Atlanta,
Georgia
| – | -$295K | -7,148 | Closed |
|
|
ACI
77
Alpha Cubed Investments
Irvine,
California
| – | -$221K | -5,343 | Closed |
|
|
FWM
78
Frontier Wealth Management
Kansas City,
Missouri
| – | -$200K | -4,850 | Closed |
|
|
NNP
79
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$77K | -1,853 | Closed |
|
|
DSC
80
Duncker Streett & Co
St. Louis,
Missouri
| – | -$12K | -296 | Closed |
|
81
Citigroup
New York
| – | -$4K | -100 | Closed |
|
|
DI
82
Disciplined Investments
Tulsa,
Oklahoma
| – | -$2K | -36 | Closed |
|
DOL Hedge Fund Activity: Q4 2020 in Review
72 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2020, worth a combined $217M — up 2.1% from $212M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DOL positions and 9 closed out — a net gain of 3 holders — while 15 added to existing stakes and 32 trimmed.
The largest buyer was Advisory Research, adding an estimated $1.12M. The largest seller was Creative Planning, cutting an estimated $13.4M.
- 72 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2020, up from 70 in Q3 2020.
- Funds reported $217M of WisdomTree True Developed International Fund stock for Q4 2020, up 2.1% quarter-over-quarter.
- 12 funds opened new WisdomTree True Developed International Fund positions in Q4 2020 and 9 closed out, a net change of +3 holders.
- The largest WisdomTree True Developed International Fund buyer in Q4 2020 was Advisory Research, an estimated $1.12M added.
- The largest WisdomTree True Developed International Fund seller in Q4 2020 was Creative Planning, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2020.