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WisdomTree True Developed International Fund

77 hedge funds and large institutions have $226M invested in WisdomTree True Developed International Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

2.73% more ownership

Funds ownership: 53.36%56.09% (+2.7%)

3% more funds holding

Funds holding: 7577 (+2)

4% more capital invested

Capital invested by funds: $217M → $226M (+$8.84M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% 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
7
Increased
27
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$107M +$9.57M +192,298 +9%
HNB
2
Huntington National Bank
Ohio
$26.5M -$11.5K -230 -1%
Morgan Stanley
3
Morgan Stanley
New York
$12.5M -$3.15M -63,305 -19%
Jane Street
4
Jane Street
New York
$7.12M +$5.33M +106,950 +250%
KFI
5
Key Financial Inc
Pennsylvania
$6.65M +$635K +12,758 +10%
Bank of America
6
Bank of America
North Carolina
$6.41M +$385K +7,733 +6%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$5.59M +$185K +3,716 +3%
AWE
8
Avidian Wealth Enterprises
Texas
$5.55M +$1.33M +26,644 +30%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.21M +$32.6K +654 +0.7%
M&T Bank
10
M&T Bank
New York
$3.91M +$1.07M +21,500 +35%
UBS Group
11
UBS Group
Switzerland
$3.81M +$97.8K +1,964 +3%
BWM
12
Baystate Wealth Management
Massachusetts
$3.55M -$318K -6,379 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.86M +$66.9K +1,344 +2%
SFG
14
StrategIQ Financial Group
Indiana
$2.49M -$31.6K -635 -1%
CAN
15
Cetera Advisor Networks
California
$2.36M +$71.4K +1,435 +3%
LPL Financial
16
LPL Financial
California
$1.85M +$496K +9,968 +34%
Wells Fargo
17
Wells Fargo
California
$1.82M -$132K -2,657 -6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$265K +5,329 +19%
CIM
19
Corda Investment Management
Texas
$1.51M -$74.6K -1,498 -5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.49M +$1.56M +31,274 New
HighTower Advisors
21
HighTower Advisors
Illinois
$1.3M -$40.9K -821 -3%
AR
22
Advisory Research
Illinois
$1.23M
EAM
23
Evanson Asset Management
California
$969K -$588K -11,801 -38%
KL
24
KWMG LLC
Kansas
$937K -$10.4K -208 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$824K +$462K +9,286 +115%

DOL Hedge Fund Activity: Q3 2021 in Review

77 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2021, worth a combined $226M — up 4.1% from $217M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DOL positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, adding an estimated $9.57M. The largest seller was Morgan Stanley, cutting an estimated $3.15M.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2021, up from 75 in Q2 2021.
  • Funds reported $226M of WisdomTree True Developed International Fund stock for Q3 2021, up 4.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree True Developed International Fund positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2021 was Creative Planning, an estimated $9.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2021 was Morgan Stanley, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2021.