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WisdomTree True Developed International Fund

79 hedge funds and large institutions have $214M invested in WisdomTree True Developed International Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $206M → $214M (+$7.56M)

0.48% less ownership

Funds ownership: 53.34%52.86% (-0.48%)

6% less funds holding

Funds holding: 8479 (-5)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
23
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$104M +$3.11M +68,456 +3%
PV
2
Private Vista
Illinois
$14.4M -$3.47M -76,398 -20%
HNB
3
Huntington National Bank
Ohio
$11.1M
Morgan Stanley
4
Morgan Stanley
New York
$9.23M -$107K -2,359 -1%
M&T Bank
5
M&T Bank
New York
$6.3M -$718K -15,796 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.16M -$719K -15,807 -11%
Wells Fargo
7
Wells Fargo
California
$5.85M -$276K -6,063 -5%
BWM
8
Baystate Wealth Management
Massachusetts
$5.5M -$41.1K -905 -0.8%
Bank of America
9
Bank of America
North Carolina
$5.12M -$74.7K -1,644 -1%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$3.82M +$41.2K +907 +1%
UCFA
11
United Capital Financial Advisors
Texas
$3.57M +$647K +14,241 +23%
UBS Group
12
UBS Group
Switzerland
$3.34M +$127K +2,804 +4%
SEIA
13
Signature Estate & Investment Advisors
California
$2.7M -$321K -7,064 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.48M -$260K -5,710 -10%
CIM
15
Corda Investment Management
Texas
$2.47M +$12.2K +268 +0.5%
SFG
16
StrategIQ Financial Group
Indiana
$2.46M +$842K +18,517 +54%
WP
17
WealthSource Partners
California
$2.27M +$2.23M +49,080 New
EAM
18
Evanson Asset Management
California
$1.94M -$9.87K -217 -0.5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.54M +$353K +7,772 +31%
CB
20
Chemical Bank
Michigan
$1.47M -$43.7K -962 -3%
AR
21
Advisory Research
Illinois
$1.42M
HR
22
Howe & Rusling
New York
$1.09M +$253K +5,563 +31%
KL
23
KWMG LLC
Kansas
$1.05M -$26.1K -575 -2%
PFM
24
Parsec Financial Management
North Carolina
$745K -$24.3K -535 -3%
IFWM
25
Institute for Wealth Management
Colorado
$741K +$32.9K +723 +5%

DOL Hedge Fund Activity: Q1 2019 in Review

79 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2019, worth a combined $214M — up 3.7% from $206M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DOL and 6 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 23 added.

The largest buyer was Creative Planning, adding an estimated $3.11M. The largest seller was Jane Street, exiting entirely with an estimated $6.25M sold.

  • 79 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2019, down from 84 in Q4 2018.
  • Funds reported $214M of WisdomTree True Developed International Fund stock for Q1 2019, up 3.7% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q1 2019 and 11 closed out, a net change of -5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2019 was Creative Planning, an estimated $3.11M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2019 was Jane Street, an estimated $6.25M sold.

Based on aggregated 13F filings for Q1 2019.