WisdomTree True Developed International Fund
DOL
84 hedge funds and large institutions have $206M invested in WisdomTree True Developed International Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 15 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
3.4% more ownership
Funds ownership: 49.94% → 53.34% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $215M → $206M (-$9.34M)
8% less funds holding
Funds holding: 91 → 84 (-7)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$17.4M |
| 2 |
Jane Street
New York
|
+$3.16M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.95M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.36M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PV
Private Vista
Chicago,
Illinois
|
-$4.36M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$3.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.48M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$854K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$830K |
DOL Hedge Fund Activity: Q4 2018 in Review
84 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2018, worth a combined $206M — down 4.3% from $215M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of DOL and 9 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 31 added.
The largest buyer was Creative Planning, adding an estimated $17.4M. The largest seller was Private Vista, cutting an estimated $4.36M.
- 84 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2018, down from 91 in Q3 2018.
- Funds reported $206M of WisdomTree True Developed International Fund stock for Q4 2018, down 4.3% quarter-over-quarter.
- 9 funds opened new WisdomTree True Developed International Fund positions in Q4 2018 and 15 closed out, a net change of -6 holders.
- The largest WisdomTree True Developed International Fund buyer in Q4 2018 was Creative Planning, an estimated $17.4M added.
- The largest WisdomTree True Developed International Fund seller in Q4 2018 was Private Vista, an estimated $4.36M sold.
Based on aggregated 13F filings for Q4 2018.