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WisdomTree True Developed International Fund

87 hedge funds and large institutions have $242M invested in WisdomTree True Developed International Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $223M → $242M (+$19.3M)

7% more funds holding

Funds holding: 8187 (+6)

1.01% more ownership

Funds ownership: 53.38%54.39% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
31
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$121M +$7.69M +161,985 +7%
HNB
2
Huntington National Bank
Ohio
$11.9M
Morgan Stanley
3
Morgan Stanley
New York
$10.1M -$58K -1,221 -0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.06M +$1.09M +23,063 +19%
PV
5
Private Vista
Illinois
$7.04M -$2.66M -56,058 -28%
Bank of America
6
Bank of America
North Carolina
$6.25M +$75.7K +1,594 +1%
Wells Fargo
7
Wells Fargo
California
$6.17M +$287K +6,053 +5%
UBS Group
8
UBS Group
Switzerland
$6.08M +$261K +5,495 +5%
BWM
9
Baystate Wealth Management
Massachusetts
$5.52M -$288K -6,071 -5%
BFG
10
Beacon Financial Group
Texas
$5.26M +$70.3K +1,481 +1%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$3.83M +$169K +3,566 +5%
UCFA
12
United Capital Financial Advisors
Texas
$3.53M -$1.28M -26,928 -27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.4M +$747K +15,731 +29%
AWE
14
Avidian Wealth Enterprises
Texas
$3.16M +$423K +8,918 +16%
SFG
15
StrategIQ Financial Group
Indiana
$3.13M +$7.69K +162 +0.3%
SEIA
16
Signature Estate & Investment Advisors
California
$2.61M -$97.7K -2,058 -4%
CIM
17
Corda Investment Management
Texas
$2.39M -$186K -3,915 -7%
KFI
18
Key Financial Inc
Pennsylvania
$2.13M +$2.07M +43,574 New
EAM
19
Evanson Asset Management
California
$1.72M -$212K -4,460 -11%
LPL Financial
20
LPL Financial
California
$1.67M +$1.18M +24,830 +270%
FAAS
21
First Allied Advisory Services
California
$1.67M +$1.55M +32,565 +2,421%
TNB
22
TCF National Bank
South Dakota
$1.66M +$37K +780 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.51M +$515K +10,854 +54%
AR
24
Advisory Research
Illinois
$1.5M
PWM
25
PBMares Wealth Management
Virginia
$1.4M +$1.35M +28,514 New

DOL Hedge Fund Activity: Q4 2019 in Review

87 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2019, worth a combined $242M — up 8.6% from $223M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DOL positions and 8 closed out — a net gain of 7 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, adding an estimated $7.69M. The largest seller was M&T Bank, exiting entirely with an estimated $5.91M sold.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $242M of WisdomTree True Developed International Fund stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 15 funds opened new WisdomTree True Developed International Fund positions in Q4 2019 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2019 was Creative Planning, an estimated $7.69M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2019 was M&T Bank, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2019.