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WisdomTree True Developed International Fund

81 hedge funds and large institutions have $223M invested in WisdomTree True Developed International Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 53.95%53.38% (-0.57%)

3% less capital invested

Capital invested by funds: $231M → $223M (-$7.89M)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
26
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$106M +$3.96M +86,502 +4%
HNB
2
Huntington National Bank
Ohio
$11M
Morgan Stanley
3
Morgan Stanley
New York
$9.53M -$526K -11,488 -5%
PV
4
Private Vista
Illinois
$9.18M -$2.71M -59,045 -23%
M&T Bank
5
M&T Bank
New York
$5.91M -$306K -6,680 -5%
Bank of America
6
Bank of America
North Carolina
$5.79M +$777K +16,954 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.57M -$171K -3,730 -3%
Wells Fargo
8
Wells Fargo
California
$5.51M +$8.29K +181 +0.2%
BWM
9
Baystate Wealth Management
Massachusetts
$5.46M -$671K -14,637 -11%
UBS Group
10
UBS Group
Switzerland
$5.45M +$1.68M +36,583 +45%
BFG
11
Beacon Financial Group
Texas
$4.85M -$17.5K -381 -0.4%
UCFA
12
United Capital Financial Advisors
Texas
$4.54M +$275K +5,999 +6%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$3.43M -$436K -9,517 -11%
SFG
14
StrategIQ Financial Group
Indiana
$2.93M +$243K +5,309 +9%
Jane Street
15
Jane Street
New York
$2.63M +$2.07M +45,281 +380%
AWE
16
Avidian Wealth Enterprises
Texas
$2.56M +$2.55M +55,602 New
SEIA
17
Signature Estate & Investment Advisors
California
$2.54M -$103K -2,245 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.46M +$18K +392 +0.7%
CIM
19
Corda Investment Management
Texas
$2.42M -$30.8K -672 -1%
EAM
20
Evanson Asset Management
California
$1.82M -$44.4K -969 -2%
TNB
21
TCF National Bank
South Dakota
$1.52M +$1.52M +33,083 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.44M -$6.03M -131,502 -81%
AR
23
Advisory Research
Illinois
$1.41M
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.2M +$151K +3,303 +15%
HR
25
Howe & Rusling
New York
$1.11M +$125K +2,718 +13%

DOL Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2019, worth a combined $223M — down 3.4% from $231M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOL positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.96M. The largest seller was Citadel Advisors, cutting an estimated $6.03M.

  • 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $223M of WisdomTree True Developed International Fund stock for Q3 2019, down 3.4% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2019 was Creative Planning, an estimated $3.96M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2019 was Citadel Advisors, an estimated $6.03M sold.

Based on aggregated 13F filings for Q3 2019.