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WisdomTree True Developed International Fund

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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 8791 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (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

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
22
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$86M +$2.74M +56,855 +3%
PV
2
Private Vista
Illinois
$23.3M -$4.5M -93,241 -16%
HNB
3
Huntington National Bank
Ohio
$12M
Morgan Stanley
4
Morgan Stanley
New York
$9.98M -$592K -12,277 -6%
BFG
5
Beacon Financial Group
Texas
$7.96M -$250K -5,181 -3%
Wells Fargo
6
Wells Fargo
California
$7.13M +$135K +2,802 +2%
M&T Bank
7
M&T Bank
New York
$6.95M -$255K -5,286 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.9M +$248K +5,153 +4%
BWM
9
Baystate Wealth Management
Massachusetts
$5.46M +$3.23K +67 +0.1%
UBS Group
10
UBS Group
Switzerland
$4.92M +$1.1M +22,722 +29%
UCFA
11
United Capital Financial Advisors
Texas
$3.97M +$6.56K +136 +0.2%
Bank of America
12
Bank of America
North Carolina
$3.96M -$367K -7,620 -9%
Jane Street
13
Jane Street
New York
$3.7M -$947K -19,648 -20%
CIM
14
Corda Investment Management
Texas
$2.78M -$24.8K -515 -0.9%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$2.53M +$2.53M +52,383 New
EAM
16
Evanson Asset Management
California
$2.04M -$15.9K -330 -0.8%
SEIA
17
Signature Estate & Investment Advisors
California
$1.7M +$43.9K +910 +3%
AR
18
Advisory Research
Illinois
$1.48M
CB
19
Chemical Bank
Michigan
$1.41M -$57.6K -1,195 -4%
Citadel Advisors
20
Citadel Advisors
Florida
$1.41M -$1.82M -37,763 -56%
EWM
21
Evercore Wealth Management
New York
$1.21M -$1.5K -31 -0.1%
KL
22
KWMG LLC
Kansas
$1.12M -$964 -20 -0.1%
BCP
23
Blue Chip Partners
Michigan
$1.03M -$193K -3,993 -16%
PFM
24
Parsec Financial Management
North Carolina
$842K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$763K +$182K +3,777 +31%