WisdomTree True Developed International Fund
DOL
77 hedge funds and large institutions have $222M invested in WisdomTree True Developed International Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
7% more funds holding
Funds holding: 72 → 77 (+5)
2% more capital invested
Capital invested by funds: $217M → $222M (+$5.07M)
0.15% more ownership
Funds ownership: 56.93% → 57.08% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$1.76M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.43M |
| 3 |
Morgan Stanley
New York
|
+$965K |
| 4 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$909K |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$659K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.54M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.24M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$1.22M |
| 4 |
SWA
SOA Wealth Advisors
New York
|
-$926K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$780K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
76
HighMark Wealth Management
St. Paul,
Minnesota
| $1K | – | – | – |
|
|
RIM
77
Rockbridge Investment Management
Syracuse,
New York
| $1K | +$895 | +19 | New |
|
|
RFC
78
Regions Financial Corp
Birmingham,
Alabama
| – | -$492K | -10,705 | Closed |
|
|
UCFA
79
United Capital Financial Advisors
Irving,
Texas
| – | -$399K | -8,682 | Closed |
|
|
BC
80
Bartlett & Co
Cincinnati,
Ohio
| – | -$41K | -903 | Closed |
|
|
BCWM
81
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$41.5K | -903 | Closed |
|
82
William Blair & Company
Chicago,
Illinois
| – | -$21K | -450 | Closed |
|
|
FWM
83
FSA Wealth Management
Needham,
Massachusetts
| – | -$18K | -400 | Closed |
|
84
Fidelity Investments
Boston,
Massachusetts
| – | +$47 | +1 | New |
|
DOL Hedge Fund Activity: Q1 2021 in Review
77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2021, worth a combined $222M — up 2.3% from $217M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DOL positions and 6 closed out — a net gain of 5 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was Voya Financial Advisors, opening a new position worth an estimated $1.76M. The largest seller was Jane Street, cutting an estimated $3.54M.
- 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2021, up from 72 in Q4 2020.
- Funds reported $222M of WisdomTree True Developed International Fund stock for Q1 2021, up 2.3% quarter-over-quarter.
- 11 funds opened new WisdomTree True Developed International Fund positions in Q1 2021 and 6 closed out, a net change of +5 holders.
- The largest WisdomTree True Developed International Fund buyer in Q1 2021 was Voya Financial Advisors, an estimated $1.76M added.
- The largest WisdomTree True Developed International Fund seller in Q1 2021 was Jane Street, an estimated $3.54M sold.
Based on aggregated 13F filings for Q1 2021.