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WisdomTree True Developed International Fund

46 hedge funds and large institutions have $137M invested in WisdomTree True Developed International Fund in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

72% more capital invested

Capital invested by funds: $79.9M → $137M (+$57.4M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

18% more funds holding

Funds holding: 3946 (+7)

13.35% more ownership

Funds ownership: 38.54%51.89% (+13%)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
11
Increased
18
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.2M +$14.8M +313,497 +200%
BFG
2
Beacon Financial Group
Texas
$17.9M +$17.1M +360,146 New
CIC
3
Cutler Investment Counsel
Oregon
$14.1M +$862K +18,214 +7%
Wells Fargo
4
Wells Fargo
California
$10.9M +$948K +20,013 +10%
Creative Planning
5
Creative Planning
Kansas
$10.7M +$3.39M +71,570 +49%
U
6
UBS
Switzerland
$9.08M +$830K +17,518 +11%
JWA
7
JFS Wealth Advisors
Pennsylvania
$8.32M +$519K +10,955 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.96M +$1.53M +32,304 +37%
CS
9
Credit Suisse
Switzerland
$3.22M -$1.08M -22,713 -26%
CIM
10
Corda Investment Management
Texas
$3.05M +$2.93M +61,779 New
FBNAT
11
FirstMerit Bank N.A. Trustee
Ohio
$2.58M +$2.47M +52,211 New
B
12
Baird
Wisconsin
$2.53M -$514K -10,861 -17%
Bank of America
13
Bank of America
North Carolina
$2.51M -$1.11M -23,461 -32%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.9M +$117K +2,465 +7%
UCFA
15
United Capital Financial Advisors
Texas
$1.55M -$294K -6,213 -16%
Jane Street
16
Jane Street
New York
$1.52M +$907K +19,149 +164%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.48M -$259K -5,473 -15%
Comerica Bank
18
Comerica Bank
Texas
$1.42M +$1.36M +28,733 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.4M -$1.19M -25,197 -47%
BWM
20
Baystate Wealth Management
Massachusetts
$1.24M +$24.1K +508 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.22M +$690K +14,579 +143%
LPL Financial
22
LPL Financial
California
$1.13M +$508K +10,729 +91%
PFM
23
Parsec Financial Management
North Carolina
$1.12M -$34.9K -738 -3%
EWM
24
Evercore Wealth Management
New York
$1.09M +$63.9K +1,350 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.01M -$168K -3,546 -15%

DOL Hedge Fund Activity: Q3 2013 in Review

46 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2013, worth a combined $137M — up 72% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $1.19M.

  • 46 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2013, up from 39 in Q2 2013.
  • Funds reported $137M of WisdomTree True Developed International Fund stock for Q3 2013, up 72% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q3 2013 and 3 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2013 was Morgan Stanley, an estimated $14.8M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2013 was Bank of New York Mellon, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2013.