WisdomTree True Developed International Fund
DOL
75 hedge funds and large institutions have $217M invested in WisdomTree True Developed International Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 9 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $222M → $217M (-$5.17M)
3% less funds holding
Funds holding: 77 → 75 (-2)
3.72% less ownership
Funds ownership: 57.08% → 53.36% (-3.7%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.4M |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$1.04M |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$781K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$599K |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$9.79M |
| 2 |
Morgan Stanley
New York
|
-$7.55M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$1.77M |
| 4 |
Jane Street
New York
|
-$1.22M |
| 5 |
SWA
SOA Wealth Advisors
New York
|
-$889K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
76
Voya Financial Advisors
Windsor,
Connecticut
| – | -$1.77M | -37,289 | Closed |
|
|
CP
77
Camelot Portfolios
Maumee,
Ohio
| – | -$447K | -9,448 | Closed |
|
|
SF
78
Synovus Financial
Columbus,
Georgia
| – | -$365K | -7,712 | Closed |
|
79
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$271K | -5,735 | Closed |
|
80
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$245K | -5,169 | Closed |
|
|
RJFSA
81
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$201K | -4,237 | Closed |
|
|
DWP
82
Destiny Wealth Partners
Tavares,
Florida
| – | -$56K | -1,174 | Closed |
|
|
SPIA
83
Steward Partners Investment Advisory
New York
| – | -$14.2K | -300 | Closed |
|
|
RIM
84
Rockbridge Investment Management
Syracuse,
New York
| – | -$1K | -19 | Closed |
|
DOL Hedge Fund Activity: Q2 2021 in Review
75 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2021, worth a combined $217M — down 2.3% from $222M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DOL and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $2.4M. The largest seller was Creative Planning, cutting an estimated $9.79M.
- 75 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2021, down from 77 in Q1 2021.
- Funds reported $217M of WisdomTree True Developed International Fund stock for Q2 2021, down 2.3% quarter-over-quarter.
- 8 funds opened new WisdomTree True Developed International Fund positions in Q2 2021 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree True Developed International Fund buyer in Q2 2021 was Cetera Advisor Networks, an estimated $2.4M added.
- The largest WisdomTree True Developed International Fund seller in Q2 2021 was Creative Planning, an estimated $9.79M sold.
Based on aggregated 13F filings for Q2 2021.