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WisdomTree True Developed International Fund
DOL

82 hedge funds and large institutions have $248M invested in WisdomTree True Developed International Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $226M → $248M (+$23M)

6% more funds holding

Funds holding: 77 → 82 (+5)

3.34% more ownership

Funds ownership: 56.09% → 59.44% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
30
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
M&T Bank
New York
+$3.5M
2
Creative Planning
Creative Planning
Kansas
+$3.46M
3
TFA
Tobias Financial Advisors
Florida
+$1.41M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.16M
5
KFI
Key Financial Inc
Pennsylvania
+$930K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.12M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
3
HNB
Huntington National Bank
Ohio
-$1.01M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$714K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$115M +$3.46M +71,282 +3%
HNB
2
Huntington National Bank
Ohio
$28.3M -$1.01M -20,747 Closed
Morgan Stanley
3
Morgan Stanley
New York
$12.7M -$216K -4,448 -2%
KFI
4
Key Financial Inc
Pennsylvania
$7.86M +$930K +19,127 +14%
M&T Bank
5
M&T Bank
New York
$7.63M +$3.5M +72,033 +88%
Bank of America
6
Bank of America
North Carolina
$6.87M +$210K +4,316 +3%
AWE
7
Avidian Wealth Enterprises
Texas
$6.41M +$627K +12,911 +11%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$5.08M -$714K -14,702 -12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.54M +$161K +3,311 +4%
EFA
10
Evernest Financial Advisors
Indiana
$4.24M +$4.23M +87,031 New
UBS Group
11
UBS Group
Switzerland
$4.07M +$112K +2,313 +3%
BWM
12
Baystate Wealth Management
Massachusetts
$3.7M +$9.96K +205 +0.3%
PAG
13
Powers Advisory Group
Illinois
$3.35M +$3.3M +67,818 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.18M +$206K +4,247 +7%
CAN
15
Cetera Advisor Networks
California
$2.62M +$165K +3,391 +7%
SFG
16
StrategIQ Financial Group
Indiana
$2.56M -$22.9K -472 -0.9%
CWM
17
Congress Wealth Management
Massachusetts
$2.37M +$2.33M +47,960 New
LPL Financial
18
LPL Financial
California
$2.13M +$203K +4,187 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.04M +$1.16M +23,925 +138%
Wells Fargo
20
Wells Fargo
California
$1.84M -$49.7K -1,023 -3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$95.1K -1,957 -6%
CIM
22
Corda Investment Management
Texas
$1.44M -$131K -2,693 -8%
TFA
23
Tobias Financial Advisors
Florida
$1.44M +$1.41M +29,093 New
AR
24
Advisory Research
Illinois
$1.28M – – –
HighTower Advisors
25
HighTower Advisors
Illinois
$1.23M -$126K -2,596 -9%
1
2 3 4

DOL Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2021, worth a combined $248M — up 10% from $226M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was M&T Bank, adding an estimated $3.5M. The largest seller was Jane Street, exiting entirely with an estimated $7.12M sold.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $248M of WisdomTree True Developed International Fund stock for Q4 2021, up 10% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2021 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2021 was M&T Bank, an estimated $3.5M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2021 was Jane Street, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2021.