WisdomTree True Developed International Fund
DOL
77 hedge funds and large institutions have $251M invested in WisdomTree True Developed International Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
1% more capital invested
Capital invested by funds: $248M → $251M (+$2.63M)
0.21% less ownership
Funds ownership: 59.44% → 59.23% (-0.21%)
6% less funds holding
Funds holding: 82 → 77 (-5)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$9.17M |
| 2 |
JP Morgan Chase
New York
|
+$4.82M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$878K |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$721K |
| 5 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$658K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Corda Investment Management
Houston,
Texas
|
-$1.44M |
| 2 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$1.44M |
| 3 |
Bank of New York Mellon
New York
|
-$1.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$924K |
| 5 |
M&T Bank
Buffalo,
New York
|
-$665K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
76
Spire Wealth Management
Mclean,
Virginia
| $2K | – | – | – |
|
|
HWM
77
HighMark Wealth Management
St. Paul,
Minnesota
| $1K | – | – | – |
|
|
CIM
78
Corda Investment Management
Houston,
Texas
| – | -$1.44M | -29,093 | Closed |
|
|
TFA
79
Tobias Financial Advisors
Plantation,
Florida
| – | -$1.44M | -29,093 | Closed |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$924K | -18,691 | Closed |
|
|
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$284K | -5,749 | Closed |
|
|
UCFA
82
United Capital Financial Advisors
Irving,
Texas
| – | -$219K | -4,429 | Closed |
|
|
SFM
83
Signet Financial Management
Parsippany,
New Jersey
| – | -$37K | -751 | Closed |
|
|
JWM
84
Janiczek Wealth Management
Denver,
Colorado
| – | -$37K | -750 | Closed |
|
|
GT
85
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$3K | -70 | Closed |
|
DOL Hedge Fund Activity: Q1 2022 in Review
77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2022, worth a combined $251M — up 1.1% from $248M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of DOL and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 24 added.
The largest buyer was Creative Planning, adding an estimated $9.17M. The largest seller was Corda Investment Management, exiting entirely with an estimated $1.44M sold.
- 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2022, down from 82 in Q4 2021.
- Funds reported $251M of WisdomTree True Developed International Fund stock for Q1 2022, up 1.1% quarter-over-quarter.
- 6 funds opened new WisdomTree True Developed International Fund positions in Q1 2022 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree True Developed International Fund buyer in Q1 2022 was Creative Planning, an estimated $9.17M added.
- The largest WisdomTree True Developed International Fund seller in Q1 2022 was Corda Investment Management, an estimated $1.44M sold.
Based on aggregated 13F filings for Q1 2022.