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WisdomTree True Developed International Fund
DOL

87 hedge funds and large institutions have $395M invested in WisdomTree True Developed International Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

6% more funds holding

Funds holding: 82 → 87 (+5)

0.54% more ownership

Funds ownership: 64.03% → 64.57% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

3% less capital invested

Capital invested by funds: $407M → $395M (-$11.7M)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
CX Institutional
Indiana
+$6.15M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.87M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.36M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.91M
5
CAN
Cetera Advisor Networks
California
+$1.49M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$6.14M
2
OMC
Old Mission Capital
Illinois
-$2.73M
3
Jane Street
Jane Street
New York
-$2.06M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.53M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$24.9K – – –
NA
77
NewEdge Advisors
Louisiana
$22.5K – – –
AWM
78
AllSquare Wealth Management
New York
$19.5K – – –
CAL
79
Capital Analysts LLC
Pennsylvania
$17K – – –
NS
80
NBC Securities
Alabama
$6K +$7.04K +150 New
SSWM
81
Sheets Smith Wealth Management
North Carolina
$4.56K +$4.69K +100 New
FFA
82
Founders Financial Alliance
North Carolina
$4.15K – – –
TFGT
83
TS Financial Group (TSFG)
Illinois
$4K – – –
FMTCOCP
84
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$4.55K +97 New
SWM
85
Spire Wealth Management
Virginia
$1.92K – – –
HWM
86
HighMark Wealth Management
Minnesota
$1.14K – – –
HI
87
Harbour Investments
Wisconsin
$912 – – –
CIAS
88
Capital Investment Advisory Services
North Carolina
$319 – – –
OMC
89
Old Mission Capital
Illinois
– -$2.73M -57,911 Closed
Citadel Advisors
90
Citadel Advisors
Florida
– -$1.44M -30,572 Closed
KAS
91
Kestra Advisory Services
Texas
– -$529K -11,211 Closed
KL
92
KWMG LLC
Kansas
– -$223K -4,720 Closed
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
– -$213K -4,516 Closed
EWA
94
Exencial Wealth Advisors
Oklahoma
– -$213K -4,506 Closed
GFS
95
GYL Financial Synergies
Connecticut
– -$201K -4,264 Closed
FA
96
Fiduciary Alliance
South Carolina
– -$20.4K -433 Closed
US Bancorp
97
US Bancorp
Minnesota
– -$10.6K -225 Closed
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DOL Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2023, worth a combined $395M — down 2.9% from $407M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DOL positions and 9 closed out — a net gain of 5 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $6.15M. The largest seller was Creative Planning, cutting an estimated $6.14M.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $395M of WisdomTree True Developed International Fund stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 14 funds opened new WisdomTree True Developed International Fund positions in Q3 2023 and 9 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2023 was CX Institutional, an estimated $6.15M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2023 was Creative Planning, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2023.