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WisdomTree True Developed International Fund

81 hedge funds and large institutions have $231M invested in WisdomTree True Developed International Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $214M → $231M (+$17.4M)

3% more funds holding

Funds holding: 7981 (+2)

1.08% more ownership

Funds ownership: 52.86%53.95% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$105M -$353K -7,549 -0.3%
PV
2
Private Vista
Illinois
$12.2M -$2.43M -51,928 -17%
HNB
3
Huntington National Bank
Ohio
$11.1M
Morgan Stanley
4
Morgan Stanley
New York
$10.3M +$924K +19,763 +10%
Citadel Advisors
5
Citadel Advisors
Florida
$7.67M +$7.14M +152,819 +1,535%
M&T Bank
6
M&T Bank
New York
$6.37M -$34.2K -731 -0.5%
BWM
7
Baystate Wealth Management
Massachusetts
$6.31M +$771K +16,502 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.88M -$374K -8,005 -6%
Wells Fargo
9
Wells Fargo
California
$5.64M -$296K -6,337 -5%
Bank of America
10
Bank of America
North Carolina
$5.14M -$66.4K -1,421 -1%
BFG
11
Beacon Financial Group
Texas
$5M +$239K +5,122 +5%
UCFA
12
United Capital Financial Advisors
Texas
$4.38M +$747K +15,976 +21%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$3.97M +$83.4K +1,784 +2%
UBS Group
14
UBS Group
Switzerland
$3.87M +$473K +10,108 +14%
SFG
15
StrategIQ Financial Group
Indiana
$2.76M +$260K +5,552 +10%
SEIA
16
Signature Estate & Investment Advisors
California
$2.71M -$33.1K -709 -1%
CIM
17
Corda Investment Management
Texas
$2.51M +$2.81K +60 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.51M -$10.2K -219 -0.4%
WP
19
WealthSource Partners
California
$2.3M -$11.9K -255 -0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.14M +$2.13M +45,463 New
EAM
21
Evanson Asset Management
California
$1.91M -$55.8K -1,193 -3%
CB
22
Chemical Bank
Michigan
$1.53M +$40.5K +867 +3%
AR
23
Advisory Research
Illinois
$1.45M
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$491K -10,504 -32%
KL
25
KWMG LLC
Kansas
$1.05M -$13.2K -282 -1%

DOL Hedge Fund Activity: Q2 2019 in Review

81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2019, worth a combined $231M — up 8.2% from $214M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DOL positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.14M. The largest seller was Private Vista, cutting an estimated $2.43M.

  • 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2019, up from 79 in Q1 2019.
  • Funds reported $231M of WisdomTree True Developed International Fund stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2019 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2019 was Citadel Advisors, an estimated $7.14M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2019 was Private Vista, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2019.