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WisdomTree True Developed International Fund

82 hedge funds and large institutions have $361M invested in WisdomTree True Developed International Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more capital invested

Capital invested by funds: $285M → $361M (+$75.9M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

8% more funds holding

Funds holding: 7682 (+6)

7.69% less ownership

Funds ownership: 71.27%63.58% (-7.7%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$132M +$3.84M +91,910 +3%
HNB
2
Huntington National Bank
Ohio
$76M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.5M -$603K -14,412 -3%
Morgan Stanley
4
Morgan Stanley
New York
$17M +$831K +19,864 +5%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$14.2M +$2.33M +55,639 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.82M +$1.3M +31,115 +16%
KFI
7
Key Financial Inc
Pennsylvania
$9.13M
Bank of America
8
Bank of America
North Carolina
$7.75M +$736K +17,585 +11%
AWE
9
Avidian Wealth Enterprises
Texas
$7.63M -$218K -5,220 -3%
Jane Street
10
Jane Street
New York
$7.47M +$6.01M +143,640 +552%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.28M +$156K +3,719 +4%
M&T Bank
12
M&T Bank
New York
$4.05M -$937K -22,413 -20%
LPL Financial
13
LPL Financial
California
$4.01M +$784K +18,746 +26%
PAG
14
Powers Advisory Group
Illinois
$3.29M +$61.3K +1,466 +2%
CAN
15
Cetera Advisor Networks
California
$3.12M +$431K +10,315 +17%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.11M -$16.4K -391 -0.5%
Wells Fargo
17
Wells Fargo
California
$3.03M +$1.4M +33,402 +94%
UBS Group
18
UBS Group
Switzerland
$2.54M -$1.2M -28,606 -33%
BWM
19
Baystate Wealth Management
Massachusetts
$2.5M -$277K -6,612 -10%
SFG
20
StrategIQ Financial Group
Indiana
$2.11M -$85K -2,032 -4%
CWM
21
Congress Wealth Management
Massachusetts
$1.99M +$1.8K +43 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.97M +$605K +14,468 +48%
FTUS
23
Flow Traders U.S.
New York
$1.95M +$1.46M +34,897 +373%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$306K +7,313 +31%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.34M +$226K +5,412 +22%

DOL Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2022, worth a combined $361M — up 27% from $285M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $6.01M. The largest seller was UBS Group, cutting an estimated $1.2M.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $361M of WisdomTree True Developed International Fund stock for Q4 2022, up 27% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2022 was Jane Street, an estimated $6.01M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2022 was UBS Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2022.