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WisdomTree True Developed International Fund

91 hedge funds and large institutions have $413M invested in WisdomTree True Developed International Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $396M → $413M (+$17.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 69.62%69.16% (-0.46%)

1% less funds holding

Funds holding: 9291 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
24
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
76
Cherry Tree Wealth Management
Minnesota
$47.5K
IA
77
IFP Advisors
Florida
$40.9K
AA
78
Ancora Advisors
Ohio
$38.9K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$32K -$3.98K -76 -11%
Citigroup
80
Citigroup
New York
$29.5K
NA
81
NewEdge Advisors
Louisiana
$26.6K
S
82
SignatureFD
Georgia
$22.9K
FWM
83
FSA Wealth Management
Massachusetts
$21.6K +$20.9K +400 New
GRP
84
Global Retirement Partners
California
$19.3K -$23.1K -442 -55%
CFGS
85
Concourse Financial Group Securities
Alabama
$11.3K
William Blair & Company
86
William Blair & Company
Illinois
$9.66K
FFA
87
Founders Financial Alliance
North Carolina
$7.12K
TFGT
88
TS Financial Group (TSFG)
Illinois
$5K
AF
89
Advisornet Financial
Minnesota
$4.05K
SWM
90
Spire Wealth Management
Virginia
$2.27K
HI
91
Harbour Investments
Wisconsin
$1.08K
FWP
92
FAS Wealth Partners
Kansas
$810 +$785 +15 New
GSEP
93
Golden State Equity Partners
California
-$1.49M -29,400 Closed
Ameriprise
94
Ameriprise
Minnesota
-$1.44M -28,385 Closed
TWD
95
True Wealth Design
Ohio
-$555K -10,945 Closed
IA
96
IFG Advisory
Georgia
-$354K -6,978 Closed
BJL
97
Brighton Jones LLC
Washington
-$201K -3,959 Closed
NOI
98
Newton One Investments
Delaware
-$119K -2,342 Closed
HWM
99
HighMark Wealth Management
Minnesota
-$1.31K -26 Closed

DOL Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2024, worth a combined $413M — up 4.4% from $396M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DOL and 6 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 24 added.

The largest buyer was BIP Wealth, adding an estimated $2.23M. The largest seller was Creative Planning, cutting an estimated $4.11M.

  • 91 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2024, down from 92 in Q2 2024.
  • Funds reported $413M of WisdomTree True Developed International Fund stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2024 was BIP Wealth, an estimated $2.23M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2024 was Creative Planning, an estimated $4.11M sold.

Based on aggregated 13F filings for Q3 2024.