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WisdomTree True Developed International Fund
DOL

80 hedge funds and large institutions have $227M invested in WisdomTree True Developed International Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 77 → 80 (+3)

0.93% more ownership

Funds ownership: 59.23% → 60.16% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less capital invested

Capital invested by funds: $251M → $227M (-$24.1M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
33
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$5.85M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.57M
3
OMC
Old Mission Capital
Illinois
+$1.81M
4
CAN
Cetera Advisor Networks
California
+$905K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$864K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.42M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$562K
3
FTUS
Flow Traders U.S.
New York
-$548K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$525K
5
Bank of America
Bank of America
North Carolina
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$110M +$5.85M +127,596 +5%
HNB
2
Huntington National Bank
Ohio
$23.1M – – –
KFI
3
Key Financial Inc
Pennsylvania
$7.89M +$745K +16,241 +9%
Morgan Stanley
4
Morgan Stanley
New York
$7.79M -$3.42M -74,564 -29%
AWE
5
Avidian Wealth Enterprises
Texas
$6.49M +$487K +10,621 +7%
Bank of America
6
Bank of America
North Carolina
$6.15M -$460K -10,039 -6%
M&T Bank
7
M&T Bank
New York
$5.84M -$54K -1,178 -0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.44M +$353K +7,690 +8%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$4.3M +$35.9K +782 +0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.84M -$6.88K -150 -0.2%
UBS Group
11
UBS Group
Switzerland
$3.65M +$28.8K +628 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.2M +$167K +3,638 +5%
BWM
13
Baystate Wealth Management
Massachusetts
$3.14M +$44.4K +969 +1%
PAG
14
Powers Advisory Group
Illinois
$2.99M +$110K +2,391 +3%
CAN
15
Cetera Advisor Networks
California
$2.93M +$905K +19,737 +39%
LPL Financial
16
LPL Financial
California
$2.47M +$600K +13,081 +28%
Citadel Advisors
17
Citadel Advisors
Florida
$2.34M +$2.57M +56,015 New
SFG
18
StrategIQ Financial Group
Indiana
$2.12M -$43.3K -944 -2%
Wells Fargo
19
Wells Fargo
California
$2.1M +$700K +15,267 +44%
CWM
20
Congress Wealth Management
Massachusetts
$1.94M -$90K -1,963 -4%
OMC
21
Old Mission Capital
Illinois
$1.65M +$1.81M +39,517 New
Jane Street
22
Jane Street
New York
$1.12M +$787K +17,158 +178%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.09M +$477K +10,410 +67%
AR
24
Advisory Research
Illinois
$1.08M – – –
ACM
25
Altrius Capital Management
North Carolina
$1.06M +$1.16M +25,250 New
1
2 3 4

DOL Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2022, worth a combined $227M — down 9.6% from $251M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOL positions and 6 closed out — a net gain of 3 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, adding an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $3.42M.

  • 80 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2022, up from 77 in Q1 2022.
  • Funds reported $227M of WisdomTree True Developed International Fund stock for Q2 2022, down 9.6% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q2 2022 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2022 was Creative Planning, an estimated $5.85M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2022 was Morgan Stanley, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2022.