WisdomTree True Developed International Fund
DOL
64 hedge funds and large institutions have $189M invested in WisdomTree True Developed International Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
5% more funds holding
Funds holding: 61 → 64 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
3.61% less ownership
Funds ownership: 55.15% → 51.54% (-3.6%)
13% less capital invested
Capital invested by funds: $217M → $189M (-$28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Gupta Wealth Management
San Diego,
California
|
+$1.95M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$1.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.42M |
| 4 |
Morgan Stanley
New York
|
+$1.33M |
| 5 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
+$956K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$5.04M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
-$2.19M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.03M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$1.94M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.63M |
DOL Hedge Fund Activity: Q3 2015 in Review
64 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2015, worth a combined $189M — down 13% from $217M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DOL positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 24 trimmed.
The largest buyer was Gupta Wealth Management, adding an estimated $1.95M. The largest seller was Comerica Bank, cutting an estimated $5.04M.
- 64 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2015, up from 61 in Q2 2015.
- Funds reported $189M of WisdomTree True Developed International Fund stock for Q3 2015, down 13% quarter-over-quarter.
- 8 funds opened new WisdomTree True Developed International Fund positions in Q3 2015 and 4 closed out, a net change of +4 holders.
- The largest WisdomTree True Developed International Fund buyer in Q3 2015 was Gupta Wealth Management, an estimated $1.95M added.
- The largest WisdomTree True Developed International Fund seller in Q3 2015 was Comerica Bank, an estimated $5.04M sold.
Based on aggregated 13F filings for Q3 2015.