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WisdomTree True Developed International Fund
DOL

92 hedge funds and large institutions have $456M invested in WisdomTree True Developed International Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $395M → $456M (+$60.3M)

6.21% more ownership

Funds ownership: 64.57% → 70.78% (+6.2%)

6% more funds holding

Funds holding: 87 → 92 (+5)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
33
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$16.9M
3
Jane Street
Jane Street
New York
+$8.86M
4
LPL Financial
LPL Financial
California
+$2.18M
5
M&T Bank
M&T Bank
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
-$5.98M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.67M
3
Creative Planning
Creative Planning
Kansas
-$2.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.79M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
76
Resurgent Financial Advisors
Georgia
$42.5K +$279 +6 +0.7%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$41.2K – – –
IA
78
IFP Advisors
Florida
$38.3K – – –
AA
79
Ancora Advisors
Ohio
$35.5K – – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$33K -$186 -4 -0.6%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$33K +$2.23K +48 +8%
CAL
82
Capital Advisors Ltd
Ohio
$28K – – –
Citigroup
83
Citigroup
New York
$26.9K – – –
NA
84
NewEdge Advisors
Louisiana
$24.3K – – –
FWM
85
FSA Wealth Management
Massachusetts
$20K +$18.6K +400 New
FFA
86
Founders Financial Alliance
North Carolina
$8.96K +$4.24K +91 +100%
FMTCOCP
87
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
TFGT
88
TS Financial Group (TSFG)
Illinois
$4K – – –
AF
89
Advisornet Financial
Minnesota
$3.69K +$3.49K +75 New
SWM
90
Spire Wealth Management
Virginia
$2.03K – – –
HWM
91
HighMark Wealth Management
Minnesota
$1.24K – – –
HI
92
Harbour Investments
Wisconsin
$985 – – –
TRCT
93
Tower Research Capital (TRC)
New York
$49 +$47 +1 New
CI
94
CX Institutional
Indiana
– -$5.98M -131,072 Closed
SFC
95
SYM Financial Corp
Indiana
– -$90.5K -1,983 Closed
AWM
96
AllSquare Wealth Management
New York
– -$19.5K -428 Closed
CAL
97
Capital Analysts LLC
Pennsylvania
– -$17K -380 Closed
NS
98
NBC Securities
Alabama
– -$6K -150 Closed
SSWM
99
Sheets Smith Wealth Management
North Carolina
– -$4.56K -100 Closed
CIAS
100
Capital Investment Advisory Services
North Carolina
– -$319 -7 Closed
1 2 3
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DOL Hedge Fund Activity: Q4 2023 in Review

92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2023, worth a combined $456M — up 15% from $395M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 7 closed out — a net gain of 6 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was CX Institutional, exiting entirely with an estimated $5.98M sold.

  • 92 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $456M of WisdomTree True Developed International Fund stock for Q4 2023, up 15% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.2M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2023 was CX Institutional, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2023.