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WisdomTree True Developed International Fund

72 hedge funds and large institutions have $217M invested in WisdomTree True Developed International Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 7072 (+2)

2% more capital invested

Capital invested by funds: $212M → $217M (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.7% less ownership

Funds ownership: 58.63%56.93% (-1.7%)

53% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 32

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
15
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$104M -$13.4M -308,650 -12%
Morgan Stanley
2
Morgan Stanley
New York
$21M +$190K +4,379 +1%
HNB
3
Huntington National Bank
Ohio
$18M
Jane Street
4
Jane Street
New York
$6.55M -$1.24M -28,505 -17%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$5.89M -$183K -4,200 -3%
Bank of America
6
Bank of America
North Carolina
$5.73M +$82.6K +1,901 +2%
BWM
7
Baystate Wealth Management
Massachusetts
$4.57M -$149K -3,420 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.44M -$390K -8,970 -8%
KFI
9
Key Financial Inc
Pennsylvania
$4.23M +$659K +15,170 +20%
UBS Group
10
UBS Group
Switzerland
$3.33M -$211K -4,849 -6%
M&T Bank
11
M&T Bank
New York
$3.08M -$158K -3,625 -5%
AWE
12
Avidian Wealth Enterprises
Texas
$2.99M +$142K +3,258 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.67M +$234K +5,384 +10%
Wells Fargo
14
Wells Fargo
California
$2.64M -$14.5K -333 -0.6%
SWA
15
SOA Wealth Advisors
New York
$2.56M +$2.37M +54,529 New
SFG
16
StrategIQ Financial Group
Indiana
$2.43M -$38.9K -895 -2%
AR
17
Advisory Research
Illinois
$2.37M +$1.12M +25,850 +100%
CIM
18
Corda Investment Management
Texas
$1.77M -$81.1K -1,865 -5%
EAM
19
Evanson Asset Management
California
$1.54M +$1.3K +30 +0.1%
LPL Financial
20
LPL Financial
California
$1.22M -$311K -7,145 -21%
TNB
21
TCF National Bank
South Dakota
$1.06M -$296K -6,820 -23%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$5.39K +124 +0.6%
KL
23
KWMG LLC
Kansas
$951K -$22.6K -519 -2%
FTUS
24
Flow Traders U.S.
New York
$935K +$885K +20,360 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$831K -$215K -4,945 -21%

DOL Hedge Fund Activity: Q4 2020 in Review

72 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2020, worth a combined $217M — up 2.1% from $212M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DOL positions and 9 closed out — a net gain of 3 holders — while 15 added to existing stakes and 32 trimmed.

The largest buyer was Advisory Research, adding an estimated $1.12M. The largest seller was Creative Planning, cutting an estimated $13.4M.

  • 72 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $217M of WisdomTree True Developed International Fund stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 12 funds opened new WisdomTree True Developed International Fund positions in Q4 2020 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2020 was Advisory Research, an estimated $1.12M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2020 was Creative Planning, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2020.