WisdomTree True Developed International Fund
DOL
91 hedge funds and large institutions have $215M invested in WisdomTree True Developed International Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
5% more funds holding
Funds holding: 87 → 91 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.58% less ownership
Funds ownership: 51.52% → 49.94% (-1.6%)
8% less capital invested
Capital invested by funds: $234M → $215M (-$18.8M)
37% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$2.74M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.53M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$517K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$12.1M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$4.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.82M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.82M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$970K |
DOL Hedge Fund Activity: Q3 2018 in Review
91 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2018, worth a combined $215M — down 8% from $234M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DOL positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 35 trimmed.
The largest buyer was Creative Planning, adding an estimated $2.74M. The largest seller was Cutler Investment Counsel, exiting entirely with an estimated $12.1M sold.
- 91 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2018, up from 87 in Q2 2018.
- Funds reported $215M of WisdomTree True Developed International Fund stock for Q3 2018, down 8% quarter-over-quarter.
- 10 funds opened new WisdomTree True Developed International Fund positions in Q3 2018 and 6 closed out, a net change of +4 holders.
- The largest WisdomTree True Developed International Fund buyer in Q3 2018 was Creative Planning, an estimated $2.74M added.
- The largest WisdomTree True Developed International Fund seller in Q3 2018 was Cutler Investment Counsel, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2018.