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WisdomTree True Developed International Fund

86 hedge funds and large institutions have $234M invested in WisdomTree True Developed International Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

10% more funds holding

Funds holding: 7886 (+8)

10% more capital invested

Capital invested by funds: $213M → $234M (+$20.7M)

0.69% more ownership

Funds ownership: 48.58%49.27% (+0.69%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 30

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
20
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$82.3M +$18.1M +354,199 +27%
PV
2
Private Vista
Illinois
$32.1M -$1.74M -34,001 -5%
HNB
3
Huntington National Bank
Ohio
$14M
CIC
4
Cutler Investment Counsel
Oregon
$12.8M -$422K -8,261 -3%
Morgan Stanley
5
Morgan Stanley
New York
$11.3M +$1.54M +30,156 +15%
M&T Bank
6
M&T Bank
New York
$7.74M -$220K -4,305 -3%
Wells Fargo
7
Wells Fargo
California
$7.19M -$86.5K -1,692 -1%
BWM
8
Baystate Wealth Management
Massachusetts
$6.56M +$445K +8,699 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.16M +$1.12M +21,971 +22%
BFG
10
Beacon Financial Group
Texas
$5.09M +$4.81M +94,050 +1,158%
Bank of America
11
Bank of America
North Carolina
$4.82M +$150K +2,937 +3%
UCFA
12
United Capital Financial Advisors
Texas
$4.07M +$60.4K +1,182 +1%
UBS Group
13
UBS Group
Switzerland
$4.04M -$196K -3,828 -5%
CIM
14
Corda Investment Management
Texas
$2.98M -$214K -4,193 -7%
EAM
15
Evanson Asset Management
California
$2.17M -$16.9K -331 -0.8%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.84M +$1.58M +30,874 +515%
EWM
17
Evercore Wealth Management
New York
$1.77M -$207K -4,042 -10%
SEIA
18
Signature Estate & Investment Advisors
California
$1.72M +$165K +3,229 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.64M -$39.3K -769 -2%
AR
20
Advisory Research
Illinois
$1.53M -$782K -15,300 -33%
CB
21
Chemical Bank
Michigan
$1.43M +$239K +4,664 +19%
BCP
22
Blue Chip Partners
Michigan
$1.28M -$102K -1,986 -7%
KL
23
KWMG LLC
Kansas
$1.16M -$125K -2,441 -9%
ACA
24
Ackerman Capital Advisors
Texas
$1.06M
BFO
25
Biltmore Family Office
North Carolina
$880K -$10.2K -200 -1%

DOL Hedge Fund Activity: Q1 2018 in Review

86 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2018, worth a combined $234M — up 9.7% from $213M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DOL positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 30 trimmed.

The largest buyer was Creative Planning, adding an estimated $18.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.31M sold.

  • 86 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2018, up from 78 in Q4 2017.
  • Funds reported $234M of WisdomTree True Developed International Fund stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 14 funds opened new WisdomTree True Developed International Fund positions in Q1 2018 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2018 was Creative Planning, an estimated $18.1M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2018 was Jane Street, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2018.