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WisdomTree True Developed International Fund

87 hedge funds and large institutions have $234M invested in WisdomTree True Developed International Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.25% more ownership

Funds ownership: 49.27%51.52% (+2.3%)

1% more funds holding

Funds holding: 8687 (+1)

0% more capital invested

Capital invested by funds: $234M → $234M (+$278K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
24
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$82.5M +$3.71M +74,133 +4%
PV
2
Private Vista
Illinois
$27.6M -$3.37M -67,264 -10%
HNB
3
Huntington National Bank
Ohio
$13.7M
CIC
4
Cutler Investment Counsel
Oregon
$12.1M -$162K -3,235 -1%
Morgan Stanley
5
Morgan Stanley
New York
$10.5M -$371K -7,416 -3%
BFG
6
Beacon Financial Group
Texas
$8.13M +$3.4M +67,958 +67%
M&T Bank
7
M&T Bank
New York
$7.14M -$298K -5,949 -4%
Wells Fargo
8
Wells Fargo
California
$6.93M +$27.6K +550 +0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.59M +$705K +14,065 +11%
BWM
10
Baystate Wealth Management
Massachusetts
$5.66M -$551K -11,007 -9%
Jane Street
11
Jane Street
New York
$4.6M +$4.83M +96,321 New
Bank of America
12
Bank of America
North Carolina
$4.28M -$355K -7,083 -7%
UCFA
13
United Capital Financial Advisors
Texas
$3.9M -$4.56K -91 -0.1%
UBS Group
14
UBS Group
Switzerland
$3.79M -$99.8K -1,993 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$3.2M +$2.52M +50,258 +301%
CIM
16
Corda Investment Management
Texas
$2.78M -$80.9K -1,615 -3%
OMC
17
Old Mission Capital
Illinois
$2.06M +$1.91M +38,161 +782%
EAM
18
Evanson Asset Management
California
$2.03M -$50.3K -1,005 -2%
SEIA
19
Signature Estate & Investment Advisors
California
$1.64M -$12.2K -244 -0.7%
AR
20
Advisory Research
Illinois
$1.47M
CB
21
Chemical Bank
Michigan
$1.46M +$84.7K +1,690 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.4M -$380K -7,586 -21%
BCP
23
Blue Chip Partners
Michigan
$1.21M -$17.4K -348 -1%
EWM
24
Evercore Wealth Management
New York
$1.2M -$526K -10,495 -29%
KL
25
KWMG LLC
Kansas
$1.11M -$1.45K -29 -0.1%

DOL Hedge Fund Activity: Q2 2018 in Review

87 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2018, worth a combined $234M — up 0.12% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DOL positions and 8 closed out — a net gain of 2 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.83M. The largest seller was Private Vista, cutting an estimated $3.37M.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2018, up from 86 in Q1 2018.
  • Funds reported $234M of WisdomTree True Developed International Fund stock for Q2 2018, up 0.12% quarter-over-quarter.
  • 10 funds opened new WisdomTree True Developed International Fund positions in Q2 2018 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2018 was Jane Street, an estimated $4.83M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2018 was Private Vista, an estimated $3.37M sold.

Based on aggregated 13F filings for Q2 2018.