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WisdomTree True Developed International Fund

69 hedge funds and large institutions have $205M invested in WisdomTree True Developed International Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

3% more funds holding

Funds holding: 6769 (+2)

3% more capital invested

Capital invested by funds: $200M → $205M (+$5.2M)

1.92% less ownership

Funds ownership: 50.31%48.39% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
26
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$58.2M +$1.5M +30,894 +3%
PV
2
Private Vista
Illinois
$37.7M -$2.37M -48,902 -6%
CIC
3
Cutler Investment Counsel
Oregon
$9.67M -$6.11M -125,906 -39%
Morgan Stanley
4
Morgan Stanley
New York
$9.4M -$705K -14,515 -7%
HNB
5
Huntington National Bank
Ohio
$8.37M
M&T Bank
6
M&T Bank
New York
$8.03M -$647K -13,334 -8%
Jane Street
7
Jane Street
New York
$7.66M +$5.28M +108,750 +236%
Wells Fargo
8
Wells Fargo
California
$7.04M -$543K -11,178 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.99M +$979K +20,160 +20%
BWM
10
Baystate Wealth Management
Massachusetts
$5.57M +$21.2K +437 +0.4%
Bank of America
11
Bank of America
North Carolina
$4.42M +$180K +3,710 +4%
UBS Group
12
UBS Group
Switzerland
$4.05M -$141K -2,896 -3%
UCFA
13
United Capital Financial Advisors
Texas
$4.04M +$404K +8,315 +11%
CIM
14
Corda Investment Management
Texas
$3.23M +$405K +8,350 +15%
AR
15
Advisory Research
Illinois
$2.28M
EAM
16
Evanson Asset Management
California
$2.06M -$19.8K -407 -1%
EWM
17
Evercore Wealth Management
New York
$1.96M
JP Morgan Chase
18
JP Morgan Chase
New York
$1.67M +$581K +11,964 +54%
LPL Financial
19
LPL Financial
California
$1.55M +$333K +6,868 +28%
SEIA
20
Signature Estate & Investment Advisors
California
$1.5M -$98.8K -2,035 -6%
BCP
21
Blue Chip Partners
Michigan
$1.39M -$1.16M -23,868 -46%
KL
22
KWMG LLC
Kansas
$1.3M -$17.8K -366 -1%
IAA
23
Ironsides Asset Advisors
North Carolina
$1.28M +$874K +18,000 +232%
CB
24
Chemical Bank
Michigan
$1.1M +$94.4K +1,945 +10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.04M -$714K -14,708 -41%

DOL Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2017, worth a combined $205M — up 2.6% from $200M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DOL positions and 3 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $5.28M. The largest seller was Cutler Investment Counsel, cutting an estimated $6.11M.

  • 69 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $205M of WisdomTree True Developed International Fund stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q3 2017 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2017 was Jane Street, an estimated $5.28M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2017 was Cutler Investment Counsel, an estimated $6.11M sold.

Based on aggregated 13F filings for Q3 2017.