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WisdomTree True Developed International Fund

77 hedge funds and large institutions have $222M invested in WisdomTree True Developed International Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 7277 (+5)

2% more capital invested

Capital invested by funds: $217M → $222M (+$5.07M)

0.15% more ownership

Funds ownership: 56.93%57.08% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$107M -$108K -2,296 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$22.6M +$965K +20,489 +4%
HNB
3
Huntington National Bank
Ohio
$20.6M
Bank of America
4
Bank of America
North Carolina
$5.9M +$5.18K +110 +0.1%
KFI
5
Key Financial Inc
Pennsylvania
$5.27M +$909K +19,293 +21%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$4.82M -$1.24M -26,343 -21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.04M -$533K -11,320 -12%
BWM
8
Baystate Wealth Management
Massachusetts
$3.92M -$780K -16,568 -17%
UBS Group
9
UBS Group
Switzerland
$3.77M +$334K +7,084 +10%
AWE
10
Avidian Wealth Enterprises
Texas
$3.74M +$659K +13,991 +22%
Jane Street
11
Jane Street
New York
$3.19M -$3.54M -75,173 -53%
M&T Bank
12
M&T Bank
New York
$2.88M -$295K -6,275 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.76M +$11.4K +242 +0.4%
SFG
14
StrategIQ Financial Group
Indiana
$2.5M -$4.33K -92 -0.2%
Wells Fargo
15
Wells Fargo
California
$2.06M -$658K -13,980 -24%
VFA
16
Voya Financial Advisors
Connecticut
$1.77M +$1.76M +37,289 New
CIM
17
Corda Investment Management
Texas
$1.69M -$135K -2,871 -7%
SWA
18
SOA Wealth Advisors
New York
$1.65M -$926K -19,670 -36%
EAM
19
Evanson Asset Management
California
$1.48M -$106K -2,261 -7%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.44M +$1.43M +30,317 New
AR
21
Advisory Research
Illinois
$1.22M -$1.22M -25,850 -50%
LPL Financial
22
LPL Financial
California
$1.16M -$95.4K -2,025 -8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$70.8K +1,503 +7%
TNB
24
TCF National Bank
South Dakota
$1.04M -$53.7K -1,141 -5%
KL
25
KWMG LLC
Kansas
$943K -$36.8K -782 -4%

DOL Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2021, worth a combined $222M — up 2.3% from $217M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 6 closed out — a net gain of 5 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Voya Financial Advisors, opening a new position worth an estimated $1.76M. The largest seller was Jane Street, cutting an estimated $3.54M.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $222M of WisdomTree True Developed International Fund stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q1 2021 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2021 was Voya Financial Advisors, an estimated $1.76M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2021 was Jane Street, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2021.