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WisdomTree True Developed International Fund

70 hedge funds and large institutions have $215M invested in WisdomTree True Developed International Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $212M → $215M (+$3.15M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.93% less ownership

Funds ownership: 62.28%59.35% (-2.9%)

11% less funds holding

Funds holding: 7970 (-9)

56% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 32

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$116M +$1.86M +47,505 +2%
Morgan Stanley
2
Morgan Stanley
New York
$18.3M +$63.9K +1,636 +0.4%
HNB
3
Huntington National Bank
Ohio
$11.1M
JMPWA
4
JP Morgan Private Wealth Advisors
California
$5.61M -$453K -11,590 -8%
Bank of America
5
Bank of America
North Carolina
$5.12M -$953K -24,407 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.46M -$1.14M -29,229 -21%
BWM
7
Baystate Wealth Management
Massachusetts
$4.32M -$533K -13,639 -11%
M&T Bank
8
M&T Bank
New York
$3.64M -$825K -21,110 -19%
UBS Group
9
UBS Group
Switzerland
$3.48M -$597K -15,280 -15%
KFI
10
Key Financial Inc
Pennsylvania
$2.9M -$5.92M -151,515 -68%
AWE
11
Avidian Wealth Enterprises
Texas
$2.67M -$63.2K -1,617 -2%
Wells Fargo
12
Wells Fargo
California
$2.54M -$757K -19,368 -24%
Jane Street
13
Jane Street
New York
$2.4M +$1.2M +30,625 +109%
SFG
14
StrategIQ Financial Group
Indiana
$2.38M -$164K -4,194 -7%
UCFA
15
United Capital Financial Advisors
Texas
$2.31M -$173K -4,427 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$2.25M +$2.16M +55,248 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.91M -$17K -435 -0.9%
CIM
18
Corda Investment Management
Texas
$1.72M -$72.5K -1,856 -4%
FAAS
19
First Allied Advisory Services
California
$1.64M +$56.5K +1,447 +4%
TNB
20
TCF National Bank
South Dakota
$1.53M -$25.7K -659 -2%
EAM
21
Evanson Asset Management
California
$1.46M +$26.9K +688 +2%
FTUS
22
Flow Traders U.S.
New York
$1.4M +$340K +8,704 +34%
PV
23
Private Vista
Illinois
$1.33M -$2.71M -69,330 -68%
LPL Financial
24
LPL Financial
California
$1.24M -$45.5K -1,166 -4%
HR
25
Howe & Rusling
New York
$1.11M -$116K -2,980 -10%

DOL Hedge Fund Activity: Q2 2020 in Review

70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2020, worth a combined $215M — up 1.5% from $212M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DOL and 6 opened new positions — a net loss of 9 holders — while 32 trimmed existing stakes and 14 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.16M. The largest seller was Key Financial Inc, cutting an estimated $5.92M.

  • 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2020, down from 79 in Q1 2020.
  • Funds reported $215M of WisdomTree True Developed International Fund stock for Q2 2020, up 1.5% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2020 and 15 closed out, a net change of -9 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2020 was Citadel Advisors, an estimated $2.16M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2020 was Key Financial Inc, an estimated $5.92M sold.

Based on aggregated 13F filings for Q2 2020.