WisdomTree True Developed International Fund
DOL
77 hedge funds and large institutions have $226M invested in WisdomTree True Developed International Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
13% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 24
2.73% more ownership
Funds ownership: 53.36% → 56.09% (+2.7%)
3% more funds holding
Funds holding: 75 → 77 (+2)
4% more capital invested
Capital invested by funds: $217M → $226M (+$8.84M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$9.57M |
| 2 |
Jane Street
New York
|
+$5.33M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.56M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$1.33M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$1.07M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$3.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$698K |
| 3 |
EAM
Evanson Asset Management
Carmel,
California
|
-$588K |
| 4 |
HR
Howe & Rusling
Rochester,
New York
|
-$550K |
| 5 |
CCT
Capital City Trust
Tallahassee,
Florida
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
76
HighMark Wealth Management
St. Paul,
Minnesota
| $1K | – | – | – |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$698K | -14,138 | Closed |
|
|
CCT
78
Capital City Trust
Tallahassee,
Florida
| – | -$362K | -7,338 | Closed |
|
|
FWP
79
Falcon Wealth Planning
Ontario,
California
| – | -$257K | -5,205 | Closed |
|
80
Citigroup
New York
| – | -$12K | -239 | Closed |
|
81
AssetMark Inc
Concord,
California
| – | +$50 | +1 | New |
|
DOL Hedge Fund Activity: Q3 2021 in Review
77 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2021, worth a combined $226M — up 4.1% from $217M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DOL positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 24 trimmed.
The largest buyer was Creative Planning, adding an estimated $9.57M. The largest seller was Morgan Stanley, cutting an estimated $3.15M.
- 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2021, up from 75 in Q2 2021.
- Funds reported $226M of WisdomTree True Developed International Fund stock for Q3 2021, up 4.1% quarter-over-quarter.
- 7 funds opened new WisdomTree True Developed International Fund positions in Q3 2021 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree True Developed International Fund buyer in Q3 2021 was Creative Planning, an estimated $9.57M added.
- The largest WisdomTree True Developed International Fund seller in Q3 2021 was Morgan Stanley, an estimated $3.15M sold.
Based on aggregated 13F filings for Q3 2021.