WisdomTree True Developed International Fund
DOL
48 hedge funds and large institutions have $159M invested in WisdomTree True Developed International Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
2% more funds holding
Funds holding: 47 → 48 (+1)
5% more capital invested
Capital invested by funds: $152M → $159M (+$6.96M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.11% less ownership
Funds ownership: 51.33% → 50.22% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
+$3.75M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$3.26M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.6M |
| 4 |
Jane Street
New York
|
+$1.24M |
| 5 |
Citigroup
New York
|
+$954K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$2.85M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.33M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.99M |
| 4 |
LWI
Long Wharf Investors
Boston,
Massachusetts
|
-$414K |
| 5 |
LPL Financial
San Diego,
California
|
-$310K |
DOL Hedge Fund Activity: Q1 2014 in Review
48 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2014, worth a combined $159M — up 4.6% from $152M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DOL positions and 2 closed out — a net gain of 1 holder — while 21 added to existing stakes and 16 trimmed.
The largest buyer was FirstMerit Bank N.A. Trustee, adding an estimated $3.75M. The largest seller was UBS, cutting an estimated $2.85M.
- 48 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2014, up from 47 in Q4 2013.
- Funds reported $159M of WisdomTree True Developed International Fund stock for Q1 2014, up 4.6% quarter-over-quarter.
- 3 funds opened new WisdomTree True Developed International Fund positions in Q1 2014 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree True Developed International Fund buyer in Q1 2014 was FirstMerit Bank N.A. Trustee, an estimated $3.75M added.
- The largest WisdomTree True Developed International Fund seller in Q1 2014 was UBS, an estimated $2.85M sold.
Based on aggregated 13F filings for Q1 2014.