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WisdomTree True Developed International Fund
DOL

78 hedge funds and large institutions have $391M invested in WisdomTree True Developed International Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $361M → $391M (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.35% less ownership

Funds ownership: 63.58% → 63.23% (-0.35%)

5% less funds holding

Funds holding: 82 → 78 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
33
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.29M
2
AWE
Avidian Wealth Enterprises
Texas
+$2.11M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.73M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$829K
5
KFI
Key Financial Inc
Pennsylvania
+$583K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$4.72M
2
Jane Street
Jane Street
New York
-$4.09M
3
M&T Bank
M&T Bank
New York
-$925K
4
FTUS
Flow Traders U.S.
New York
-$903K
5
CAN
Cetera Advisor Networks
California
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$135M -$4.72M -101,470 -3%
HNB
2
Huntington National Bank
Ohio
$84.8M – – –
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.8M -$157K -3,380 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$18.6M +$542K +11,658 +3%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$16.8M +$1.73M +37,161 +11%
KFI
6
Key Financial Inc
Pennsylvania
$12M +$583K +12,542 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.5M +$57.5K +1,238 +0.6%
AWE
8
Avidian Wealth Enterprises
Texas
$10.2M +$2.11M +45,354 +26%
BW
9
BIP Wealth
Georgia
$8.53M +$8.49M +182,726 New
Bank of America
10
Bank of America
North Carolina
$8.36M +$129K +2,768 +2%
Wells Fargo
11
Wells Fargo
California
$6.52M +$3.29M +70,798 +103%
LPL Financial
12
LPL Financial
California
$4.79M +$535K +11,508 +13%
Jane Street
13
Jane Street
New York
$3.81M -$4.09M -87,995 -52%
PAG
14
Powers Advisory Group
Illinois
$3.72M +$236K +5,081 +7%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.68M +$378K +8,132 +11%
M&T Bank
16
M&T Bank
New York
$3.37M -$925K -19,906 -22%
BWM
17
Baystate Wealth Management
Massachusetts
$2.97M +$325K +6,990 +12%
UBS Group
18
UBS Group
Switzerland
$2.75M +$58.9K +1,268 +2%
CAN
19
Cetera Advisor Networks
California
$2.62M -$683K -14,706 -21%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.31M +$210K +4,524 +10%
SFG
21
StrategIQ Financial Group
Indiana
$2.24M -$3.72K -80 -0.2%
CWM
22
Congress Wealth Management
Massachusetts
$2.22M +$108K +2,328 +5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$189K +4,058 +13%
AR
24
Advisory Research
Illinois
$1.21M – – –
FTUS
25
Flow Traders U.S.
New York
$1.16M -$903K -19,437 -44%
1
2 3 4

DOL Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2023, worth a combined $391M — up 8.2% from $361M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DOL and 4 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $3.29M. The largest seller was Creative Planning, cutting an estimated $4.72M.

  • 78 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2023, down from 82 in Q4 2022.
  • Funds reported $391M of WisdomTree True Developed International Fund stock for Q1 2023, up 8.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree True Developed International Fund positions in Q1 2023 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2023 was Wells Fargo, an estimated $3.29M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2023 was Creative Planning, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2023.