WisdomTree True Developed International Fund
DOL
78 hedge funds and large institutions have $391M invested in WisdomTree True Developed International Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 7 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 23
8% more capital invested
Capital invested by funds: $361M → $391M (+$29.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.35% less ownership
Funds ownership: 63.58% → 63.23% (-0.35%)
5% less funds holding
Funds holding: 82 → 78 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.29M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$2.11M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.73M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$829K |
| 5 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$583K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$4.72M |
| 2 |
Jane Street
New York
|
-$4.09M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$925K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$903K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$683K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
76
Spire Wealth Management
Mclean,
Virginia
| $1.96K | – | – | – |
|
|
HWM
77
HighMark Wealth Management
St. Paul,
Minnesota
| $1.14K | – | – | – |
|
|
HI
78
Harbour Investments
Madison,
Wisconsin
| $934 | – | – | – |
|
|
TCWA
79
Ten Capital Wealth Advisors
Spokane,
Washington
| $654 | – | – | – |
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$258K | -5,870 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$245K | -5,562 | Closed |
|
|
BAAM
82
Baker Avenue Asset Management
San Francisco,
California
| – | -$126K | -2,861 | Closed |
|
|
DWP
83
Destiny Wealth Partners
Tavares,
Florida
| – | -$51.7K | -1,174 | Closed |
|
84
Rockefeller Capital Management
New York
| – | -$29K | -661 | Closed |
|
|
FA
85
Fiduciary Alliance
Greenville,
South Carolina
| – | -$19.1K | -433 | Closed |
|
86
AssetMark Inc
Concord,
California
| – | -$53 | -1 | Closed |
|
DOL Hedge Fund Activity: Q1 2023 in Review
78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2023, worth a combined $391M — up 8.2% from $361M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DOL and 4 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 33 added.
The largest buyer was Wells Fargo, adding an estimated $3.29M. The largest seller was Creative Planning, cutting an estimated $4.72M.
- 78 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2023, down from 82 in Q4 2022.
- Funds reported $391M of WisdomTree True Developed International Fund stock for Q1 2023, up 8.2% quarter-over-quarter.
- 4 funds opened new WisdomTree True Developed International Fund positions in Q1 2023 and 7 closed out, a net change of -3 holders.
- The largest WisdomTree True Developed International Fund buyer in Q1 2023 was Wells Fargo, an estimated $3.29M added.
- The largest WisdomTree True Developed International Fund seller in Q1 2023 was Creative Planning, an estimated $4.72M sold.
Based on aggregated 13F filings for Q1 2023.