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WisdomTree True Developed International Fund
DOL

90 hedge funds and large institutions have $400M invested in WisdomTree True Developed International Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2.15% less ownership

Funds ownership: 70.78% → 68.63% (-2.2%)

2% less funds holding

Funds holding: 92 → 90 (-2)

12% less capital invested

Capital invested by funds: $456M → $400M (-$56.1M)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
25
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.78M
2
Mariner
Mariner
Kansas
+$2.71M
3
SPIA
Steward Partners Investment Advisory
New York
+$2.26M
4
WA
Waverly Advisors
Alabama
+$2.05M
5
Ameriprise
Ameriprise
Minnesota
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$21.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
3
Jane Street
Jane Street
New York
-$7.76M
4
Creative Planning
Creative Planning
Kansas
-$5.46M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$43.3K -$10.1K -203 -20%
IA
77
IFP Advisors
Florida
$40.2K – – –
AA
78
Ancora Advisors
Ohio
$37.2K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$34K -$199 -4 -0.6%
Citigroup
80
Citigroup
New York
$28.2K – – –
NA
81
NewEdge Advisors
Louisiana
$25.5K – – –
FWM
82
FSA Wealth Management
Massachusetts
$20.7K – – –
CAL
83
Capital Advisors Ltd
Ohio
$15K -$14.1K -284 -50%
William Blair & Company
84
William Blair & Company
Illinois
$9.26K +$8.91K +179 New
FFA
85
Founders Financial Alliance
North Carolina
$5.79K -$3.49K -70 -38%
FMTCOCP
86
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
TFGT
87
TS Financial Group (TSFG)
Illinois
$5K – – –
AF
88
Advisornet Financial
Minnesota
$3.88K – – –
SWM
89
Spire Wealth Management
Virginia
$2.17K – – –
HWM
90
HighMark Wealth Management
Minnesota
$1.31K – – –
HI
91
Harbour Investments
Wisconsin
$1.03K – – –
Bank of New York Mellon
92
Bank of New York Mellon
New York
– -$1.08M -21,933 Closed
AAS
93
Avantax Advisory Services
Texas
– -$566K -11,482 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
– -$542K -11,000 Closed
IA
95
IFG Advisory
Georgia
– -$344K -6,978 Closed
Truist Financial
96
Truist Financial
North Carolina
– -$212K -4,294 Closed
S
97
Syntrinsic
Colorado
– -$88.3K -1,793 Closed
RIM
98
Rockbridge Investment Management
New York
– -$52.1K -1,057 Closed
RFA
99
Resurgent Financial Advisors
Georgia
– -$42.5K -862 Closed
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
– -$41.2K -835 Closed
1 2 3
4
5

DOL Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2024, worth a combined $400M — down 12% from $456M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.78M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 90 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $400M of WisdomTree True Developed International Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q1 2024 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.78M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2024 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2024.