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WisdomTree True Developed International Fund

72 hedge funds and large institutions have $220M invested in WisdomTree True Developed International Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $189M → $220M (+$31.2M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

13% more funds holding

Funds holding: 6472 (+8)

7.85% more ownership

Funds ownership: 51.54%59.38% (+7.8%)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
10
Increased
25
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$26.8M +$3.03M +68,096 +12%
PV
2
Private Vista
Illinois
$25.2M +$29M +650,842 New
Morgan Stanley
3
Morgan Stanley
New York
$25.1M +$424K +9,527 +2%
BFG
4
Beacon Financial Group
Texas
$20.8M +$398K +8,928 +2%
CIC
5
Cutler Investment Counsel
Oregon
$18M +$235K +5,288 +1%
M&T Bank
6
M&T Bank
New York
$11.3M -$6.29M -141,236 -35%
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$10.5M -$976K -21,911 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.34M +$345K +7,751 +5%
TF
9
Trutina Financial
Washington
$5.37M -$378K -8,485 -6%
Wells Fargo
10
Wells Fargo
California
$4.74M -$1.52M -34,094 -24%
GWM
11
Gupta Wealth Management
California
$4.22M +$588K +13,201 +16%
UCFA
12
United Capital Financial Advisors
Texas
$4.05M +$1.48M +33,246 +55%
JWA
13
JFS Wealth Advisors
Pennsylvania
$4.04M +$108K +2,424 +3%
Bank of America
14
Bank of America
North Carolina
$3.98M +$2.28M +51,292 +125%
IAA
15
Ironsides Asset Advisors
North Carolina
$2.88M +$1.64M +36,760 +123%
BCP
16
Blue Chip Partners
Michigan
$2.53M +$60.6K +1,361 +2%
UBS Group
17
UBS Group
Switzerland
$2.52M +$690K +15,500 +36%
BWM
18
Baystate Wealth Management
Massachusetts
$2.45M +$1.16M +26,122 +85%
Comerica Bank
19
Comerica Bank
Texas
$2.4M -$1.39M -31,263 -34%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.26M -$14.3K -322 -0.6%
CIM
21
Corda Investment Management
Texas
$2.15M -$26.3K -590 -1%
SEIA
22
Signature Estate & Investment Advisors
California
$2.02M +$2.09M +46,873 New
LPL Financial
23
LPL Financial
California
$1.98M +$1.14M +25,599 +121%
KL
24
KWMG LLC
Kansas
$1.89M -$10.8K -242 -0.6%
Jane Street
25
Jane Street
New York
$1.89M -$55.4K -1,244 -3%

DOL Hedge Fund Activity: Q4 2015 in Review

72 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2015, worth a combined $220M — up 16% from $189M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DOL positions and 2 closed out — a net gain of 8 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.03M. The largest seller was M&T Bank, cutting an estimated $6.29M.

  • 72 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2015, up from 64 in Q3 2015.
  • Funds reported $220M of WisdomTree True Developed International Fund stock for Q4 2015, up 16% quarter-over-quarter.
  • 10 funds opened new WisdomTree True Developed International Fund positions in Q4 2015 and 2 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2015 was Creative Planning, an estimated $3.03M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2015 was M&T Bank, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2015.