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WisdomTree True Developed International Fund

61 hedge funds and large institutions have $184M invested in WisdomTree True Developed International Fund in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

24% more funds holding

Funds holding: 4961 (+12)

0.98% more ownership

Funds ownership: 54.73%55.71% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $186M → $184M (-$2.11M)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
17
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.8M -$692K -14,280 -3%
Creative Planning
2
Creative Planning
Kansas
$22.1M +$3.57M +73,721 +18%
BFG
3
Beacon Financial Group
Texas
$20.4M +$497K +10,254 +2%
M&T Bank
4
M&T Bank
New York
$17.4M +$869K +17,941 +5%
CIC
5
Cutler Investment Counsel
Oregon
$17.1M +$1.58M +32,581 +10%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$8.34M -$869K -17,932 -9%
Wells Fargo
7
Wells Fargo
California
$7.9M +$1.31M +26,988 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.6M -$676K -13,944 -10%
JWA
9
JFS Wealth Advisors
Pennsylvania
$4.39M +$72.3K +1,492 +2%
UCFA
10
United Capital Financial Advisors
Texas
$4.3M -$640K -13,215 -13%
Comerica Bank
11
Comerica Bank
Texas
$4.21M +$1.3M +26,813 +42%
UBS Group
12
UBS Group
Switzerland
$4.09M +$4.24M +87,534 New
CIM
13
Corda Investment Management
Texas
$3.24M -$1.23M -25,330 -27%
Jane Street
14
Jane Street
New York
$2.65M +$1.75M +36,148 +177%
CS
15
Credit Suisse
Switzerland
$2.64M +$23.5K +485 +0.9%
EAM
16
Evanson Asset Management
California
$2.5M +$573K +11,828 +28%
PI
17
Placemark Investments
Illinois
$2.41M -$190K -3,918 -7%
B
18
Baird
Wisconsin
$2.17M
KL
19
KWMG LLC
Kansas
$2.17M +$2.18M +44,995 New
RCG
20
Ruggie Capital Group
Florida
$2.01M +$2.09M +43,063 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.98M -$926K -19,103 -31%
Bank of America
22
Bank of America
North Carolina
$1.79M +$296K +6,113 +19%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.7M +$11.1K +228 +0.6%
BCP
24
Blue Chip Partners
Michigan
$1.56M +$1.61M +33,309 New
IAA
25
Ironsides Asset Advisors
North Carolina
$1.32M -$506K -10,450 -27%

DOL Hedge Fund Activity: Q4 2014 in Review

61 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2014, worth a combined $184M — down 1.1% from $186M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DOL positions and 5 closed out — a net gain of 13 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.57M. The largest seller was Bank of New York Mellon, cutting an estimated $1.53M.

  • 61 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2014, up from 49 in Q3 2014.
  • Funds reported $184M of WisdomTree True Developed International Fund stock for Q4 2014, down 1.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree True Developed International Fund positions in Q4 2014 and 5 closed out, a net change of +13 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2014 was Creative Planning, an estimated $3.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2014 was Bank of New York Mellon, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2014.