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WisdomTree True Developed International Fund

76 hedge funds and large institutions have $285M invested in WisdomTree True Developed International Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $227M → $285M (+$58.4M)

11.11% more ownership

Funds ownership: 60.16%71.27% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

5% less funds holding

Funds holding: 8076 (-4)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
25
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$108M +$10.7M +259,412 +10%
HNB
2
Huntington National Bank
Ohio
$57.3M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.4M +$23.4M +565,899 +11,697%
Morgan Stanley
4
Morgan Stanley
New York
$13.7M +$7.46M +180,292 +97%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$10M +$6.82M +164,868 +160%
KFI
6
Key Financial Inc
Pennsylvania
$9.13M +$2.29M +55,285 +29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.19M +$4.15M +100,370 +109%
AWE
8
Avidian Wealth Enterprises
Texas
$6.68M +$969K +23,433 +15%
Bank of America
9
Bank of America
North Carolina
$5.93M +$481K +11,632 +8%
M&T Bank
10
M&T Bank
New York
$4.29M -$1.04M -25,049 -18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.5M +$703K +16,988 +22%
UBS Group
12
UBS Group
Switzerland
$3.23M -$38.4K -928 -1%
PAG
13
Powers Advisory Group
Illinois
$2.74M +$70.1K +1,695 +2%
LPL Financial
14
LPL Financial
California
$2.7M +$546K +13,204 +22%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.66M -$1.45M -34,955 -33%
BWM
16
Baystate Wealth Management
Massachusetts
$2.37M -$487K -11,762 -16%
CAN
17
Cetera Advisor Networks
California
$2.27M -$388K -9,389 -13%
SFG
18
StrategIQ Financial Group
Indiana
$1.87M -$29.5K -712 -1%
CWM
19
Congress Wealth Management
Massachusetts
$1.69M -$49.6K -1,200 -3%
Wells Fargo
20
Wells Fargo
California
$1.33M -$610K -14,741 -29%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.14M +$182K +4,401 +17%
Jane Street
22
Jane Street
New York
$975K -$31.3K -757 -3%
AR
23
Advisory Research
Illinois
$967K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$941K +$756K +18,265 +266%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$883K +$103K +2,482 +12%

DOL Hedge Fund Activity: Q3 2022 in Review

76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2022, worth a combined $285M — up 26% from $227M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DOL and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Envestnet Asset Management, adding an estimated $23.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.34M sold.

  • 76 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $285M of WisdomTree True Developed International Fund stock for Q3 2022, up 26% quarter-over-quarter.
  • 4 funds opened new WisdomTree True Developed International Fund positions in Q3 2022 and 8 closed out, a net change of -4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $23.4M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2022 was Citadel Advisors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2022.