We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

70 hedge funds and large institutions have $212M invested in WisdomTree True Developed International Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 7070 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 59.35%58.63% (-0.73%)

1% less capital invested

Capital invested by funds: $215M → $212M (-$2.42M)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$106M -$11.1M -261,728 -9%
Morgan Stanley
2
Morgan Stanley
New York
$18.7M +$219K +5,168 +1%
HNB
3
Huntington National Bank
Ohio
$14.9M
Jane Street
4
Jane Street
New York
$7.07M +$4.75M +112,242 +191%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$5.47M -$218K -5,149 -4%
Bank of America
6
Bank of America
North Carolina
$5.07M -$114K -2,684 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.36M -$158K -3,734 -3%
BWM
8
Baystate Wealth Management
Massachusetts
$4.25M -$124K -2,925 -3%
UBS Group
9
UBS Group
Switzerland
$3.2M -$329K -7,784 -9%
KFI
10
Key Financial Inc
Pennsylvania
$3.18M +$261K +6,167 +9%
M&T Bank
11
M&T Bank
New York
$2.92M -$781K -18,454 -21%
AWE
12
Avidian Wealth Enterprises
Texas
$2.55M -$159K -3,755 -6%
Wells Fargo
13
Wells Fargo
California
$2.39M -$188K -4,452 -7%
UCFA
14
United Capital Financial Advisors
Texas
$2.23M -$108K -2,555 -5%
SFG
15
StrategIQ Financial Group
Indiana
$2.23M -$186K -4,395 -8%
Citadel Advisors
16
Citadel Advisors
Florida
$2.18M -$102K -2,402 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.18M +$246K +5,813 +12%
FAAS
18
First Allied Advisory Services
California
$1.92M +$262K +6,202 +15%
CIM
19
Corda Investment Management
Texas
$1.67M -$70.4K -1,664 -4%
LPL Financial
20
LPL Financial
California
$1.39M +$141K +3,321 +11%
EAM
21
Evanson Asset Management
California
$1.38M -$103K -2,429 -7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.37M +$769K +18,170 +121%
TNB
23
TCF National Bank
South Dakota
$1.23M -$109K -2,586 -8%
HR
24
Howe & Rusling
New York
$1.11M -$12.2K -289 -1%
AR
25
Advisory Research
Illinois
$1.07M

DOL Hedge Fund Activity: Q3 2020 in Review

70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2020, worth a combined $212M — down 1.1% from $215M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DOL positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $4.75M. The largest seller was Creative Planning, cutting an estimated $11.1M.

  • 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $212M of WisdomTree True Developed International Fund stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree True Developed International Fund positions in Q3 2020 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2020 was Jane Street, an estimated $4.75M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2020 was Creative Planning, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2020.