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WisdomTree True Developed International Fund

63 hedge funds and large institutions have $188M invested in WisdomTree True Developed International Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $180M → $188M (+$8.22M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0.25% less ownership

Funds ownership: 52.58%52.32% (-0.25%)

9% less funds holding

Funds holding: 6963 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
5
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$45.6M +$5.57M +125,349 +14%
PV
2
Private Vista
Illinois
$41.2M +$3.46M +77,778 +10%
CIC
3
Cutler Investment Counsel
Oregon
$20M +$167K +3,763 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$8.2M +$414K +9,312 +5%
M&T Bank
5
M&T Bank
New York
$7.69M -$122K -2,751 -2%
Wells Fargo
6
Wells Fargo
California
$6.88M +$197K +4,437 +3%
HNB
7
Huntington National Bank
Ohio
$6.63M -$539K -12,139 -8%
BCP
8
Blue Chip Partners
Michigan
$5.97M +$585K +13,169 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.23M +$90.2K +2,031 +2%
BWM
10
Baystate Wealth Management
Massachusetts
$4.21M -$726K -16,332 -15%
Bank of America
11
Bank of America
North Carolina
$3.29M -$1.54M -34,669 -32%
UBS Group
12
UBS Group
Switzerland
$3.14M -$7.95K -179 -0.3%
CIM
13
Corda Investment Management
Texas
$2.41M +$123K +2,764 +5%
UCFA
14
United Capital Financial Advisors
Texas
$2.4M -$46.9K -1,056 -2%
EAM
15
Evanson Asset Management
California
$1.9M +$7.11K +160 +0.4%
EWM
16
Evercore Wealth Management
New York
$1.8M
SEIA
17
Signature Estate & Investment Advisors
California
$1.7M -$5.6K -126 -0.3%
JWA
18
JFS Wealth Advisors
Pennsylvania
$1.55M
Jane Street
19
Jane Street
New York
$1.5M -$1.44M -32,353 -50%
AR
20
Advisory Research
Illinois
$1.47M
KL
21
KWMG LLC
Kansas
$1.26M -$349K -7,856 -22%
RCG
22
Ruggie Capital Group
Florida
$1.18M +$418K +9,403 +56%
JP Morgan Chase
23
JP Morgan Chase
New York
$941K +$343K +7,725 +59%
PFM
24
Parsec Financial Management
North Carolina
$818K -$6.13K -138 -0.8%
GW
25
GW & Wade
Massachusetts
$691K +$1.78K +40 +0.3%

DOL Hedge Fund Activity: Q1 2017 in Review

63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2017, worth a combined $188M — up 4.6% from $180M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOL and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Creative Planning, adding an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $1.54M.

  • 63 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2017, down from 69 in Q4 2016.
  • Funds reported $188M of WisdomTree True Developed International Fund stock for Q1 2017, up 4.6% quarter-over-quarter.
  • 5 funds opened new WisdomTree True Developed International Fund positions in Q1 2017 and 9 closed out, a net change of -4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2017 was Creative Planning, an estimated $5.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2017 was Bank of America, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2017.