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WisdomTree True Developed International Fund

77 hedge funds and large institutions have $251M invested in WisdomTree True Developed International Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $248M → $251M (+$2.63M)

0.21% less ownership

Funds ownership: 59.44%59.23% (-0.21%)

6% less funds holding

Funds holding: 8277 (-5)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
24
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$122M +$9.17M +187,127 +8%
HNB
2
Huntington National Bank
Ohio
$26.6M
Morgan Stanley
3
Morgan Stanley
New York
$12.7M +$145K +2,961 +1%
KFI
4
Key Financial Inc
Pennsylvania
$8.38M +$658K +13,433 +8%
Bank of America
5
Bank of America
North Carolina
$7.63M +$878K +17,935 +13%
AWE
6
Avidian Wealth Enterprises
Texas
$7.02M +$721K +14,716 +11%
M&T Bank
7
M&T Bank
New York
$6.84M -$665K -13,567 -9%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$4.96M -$44.9K -916 -0.9%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.78M +$4.82M +98,400 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.47M -$539 -11 -0%
UBS Group
11
UBS Group
Switzerland
$4.21M +$203K +4,142 +5%
BWM
12
Baystate Wealth Management
Massachusetts
$3.6M -$36.7K -750 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.54M +$415K +8,478 +13%
PAG
14
Powers Advisory Group
Illinois
$3.36M +$63.5K +1,297 +2%
SFG
15
StrategIQ Financial Group
Indiana
$2.51M -$7.1K -145 -0.3%
CAN
16
Cetera Advisor Networks
California
$2.44M -$141K -2,887 -5%
CWM
17
Congress Wealth Management
Massachusetts
$2.35M +$19.9K +406 +0.8%
LPL Financial
18
LPL Financial
California
$2.24M +$139K +2,845 +7%
Wells Fargo
19
Wells Fargo
California
$1.7M -$116K -2,370 -6%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$100K +2,048 +7%
AR
21
Advisory Research
Illinois
$1.26M
HighTower Advisors
22
HighTower Advisors
Illinois
$1.19M -$12.7K -260 -1%
CA
23
CoreCap Advisors
Michigan
$1.09M +$13.5K +275 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$891K -$1.12M -22,935 -56%
EAM
25
Evanson Asset Management
California
$868K -$79.7K -1,628 -8%

DOL Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2022, worth a combined $251M — up 1.1% from $248M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DOL and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was Creative Planning, adding an estimated $9.17M. The largest seller was Corda Investment Management, exiting entirely with an estimated $1.44M sold.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2022, down from 82 in Q4 2021.
  • Funds reported $251M of WisdomTree True Developed International Fund stock for Q1 2022, up 1.1% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q1 2022 and 8 closed out, a net change of -2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2022 was Creative Planning, an estimated $9.17M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2022 was Corda Investment Management, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2022.