WisdomTree True Developed International Fund
DOL
82 hedge funds and large institutions have $361M invested in WisdomTree True Developed International Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more capital invested
Capital invested by funds: $285M → $361M (+$75.9M)
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
8% more funds holding
Funds holding: 76 → 82 (+6)
7.69% less ownership
Funds ownership: 71.27% → 63.58% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.01M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$3.84M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.33M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.46M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.2M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$937K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$603K |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$331K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFGT
76
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $4K | – | – | – |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $2.21K | +$2.09K | +50 | New |
|
|
SWM
78
Spire Wealth Management
Mclean,
Virginia
| $2K | – | – | – |
|
|
HWM
79
HighMark Wealth Management
St. Paul,
Minnesota
| $1.06K | – | – | – |
|
|
HI
80
Harbour Investments
Madison,
Wisconsin
| $880 | – | – | – |
|
|
TCWA
81
Ten Capital Wealth Advisors
Spokane,
Washington
| $616 | – | – | – |
|
82
AssetMark Inc
Concord,
California
| $53 | – | – | – |
|
|
NA
83
NewEdge Advisors
New Orleans,
Louisiana
| $50 | +$47.2K | +1,129 | New |
|
|
MSFS
84
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$331K | -8,848 | Closed |
|
|
GW
85
GW & Wade
Wellesley,
Massachusetts
| – | -$244K | -6,529 | Closed |
|
|
EW
86
Evoke Wealth
Los Angeles,
California
| – | -$124K | -3,315 | Closed |
|
|
PP
87
Pacifica Partners
Surrey,
Canada
| – | -$81K | -2,091 | Closed |
|
|
AWMS
88
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$41K | -1,046 | Closed |
|
|
HI
89
Hoey Investments
Coatesville,
Pennsylvania
| – | -$28K | -740 | Closed |
|
DOL Hedge Fund Activity: Q4 2022 in Review
82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2022, worth a combined $361M — up 27% from $285M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DOL positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Jane Street, adding an estimated $6.01M. The largest seller was UBS Group, cutting an estimated $1.2M.
- 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2022, up from 76 in Q3 2022.
- Funds reported $361M of WisdomTree True Developed International Fund stock for Q4 2022, up 27% quarter-over-quarter.
- 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
- The largest WisdomTree True Developed International Fund buyer in Q4 2022 was Jane Street, an estimated $6.01M added.
- The largest WisdomTree True Developed International Fund seller in Q4 2022 was UBS Group, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2022.