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WisdomTree True Developed International Fund
DOL

39 hedge funds and large institutions have $79.9M invested in WisdomTree True Developed International Fund in 2013 Q2 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

38.54% more ownership

Funds ownership: 0% → 38.54% (+39%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1
Cutler Investment Counsel
Oregon
$11.8M +$12.5M +267,653 New
Wells Fargo
2
Wells Fargo
California
$8.88M +$9.44M +201,460 New
U
3
UBS
Switzerland
$7.33M +$7.79M +166,347 New
JWA
4
JFS Wealth Advisors
Pennsylvania
$6.94M +$7.38M +157,501 New
Morgan Stanley
5
Morgan Stanley
New York
$6.9M +$7.33M +156,534 New
Creative Planning
6
Creative Planning
Kansas
$6.39M +$6.79M +144,900 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.9M +$4.14M +88,491 New
CS
8
Credit Suisse
Switzerland
$3.88M +$4.12M +87,973 New
Bank of America
9
Bank of America
North Carolina
$3.28M +$3.48M +74,345 New
B
10
Baird
Wisconsin
$2.74M +$2.91M +62,183 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.36M +$2.51M +53,573 New
UCFA
12
United Capital Financial Advisors
Texas
$1.66M +$1.77M +37,704 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.59M +$1.69M +36,083 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.56M +$1.66M +35,394 New
BWM
15
Baystate Wealth Management
Massachusetts
$1.08M +$1.15M +24,532 New
JP Morgan Chase
16
JP Morgan Chase
New York
$1.06M +$1.13M +24,099 New
PFM
17
Parsec Financial Management
North Carolina
$1.03M +$1.1M +23,474 New
JMPWA
18
JP Morgan Private Wealth Advisors
California
$960K +$1.02M +21,769 New
EWM
19
Evercore Wealth Management
New York
$913K +$970K +20,715 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$595K +$632K +13,495 New
GW
21
GW & Wade
Massachusetts
$543K +$576K +12,308 New
LPL Financial
22
LPL Financial
California
$521K +$554K +11,828 New
Jane Street
23
Jane Street
New York
$516K +$548K +11,708 New
CAN
24
Cetera Advisor Networks
California
$514K +$547K +11,679 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$449K +$477K +10,184 New
1
2

DOL Hedge Fund Activity: Q2 2013 in Review

39 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2013, worth a combined $79.9M.

Buyers outnumbered sellers: 39 funds opened new DOL positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

  • 39 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $79.9M of WisdomTree True Developed International Fund stock for Q2 2013.
  • 39 funds opened new WisdomTree True Developed International Fund positions in Q2 2013 and 0 closed out, a net change of +39 holders.

Based on aggregated 13F filings for Q2 2013.