We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

82 hedge funds and large institutions have $407M invested in WisdomTree True Developed International Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

5% more funds holding

Funds holding: 7882 (+4)

4% more capital invested

Capital invested by funds: $391M → $407M (+$16.2M)

0.81% more ownership

Funds ownership: 63.23%64.03% (+0.81%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$145M +$8.31M +175,031 +6%
HNB
2
Huntington National Bank
Ohio
$82.5M
Morgan Stanley
3
Morgan Stanley
New York
$21M +$2.19M +46,175 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.5M -$6.61M -139,145 -25%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$17.2M +$170K +3,584 +1%
KFI
6
Key Financial Inc
Pennsylvania
$12.1M +$23K +484 +0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.4M -$175K -3,674 -2%
Bank of America
8
Bank of America
North Carolina
$10M +$1.58M +33,357 +19%
BW
9
BIP Wealth
Georgia
$9.69M +$1.08M +22,717 +12%
AWE
10
Avidian Wealth Enterprises
Texas
$7.54M -$2.79M -58,812 -27%
Wells Fargo
11
Wells Fargo
California
$7.02M +$433K +9,124 +7%
LPL Financial
12
LPL Financial
California
$6.31M +$1.48M +31,221 +30%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.68M +$259K +5,454 +5%
PAG
14
Powers Advisory Group
Illinois
$3.83M +$68.4K +1,439 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.55M -$175K -3,690 -5%
M&T Bank
16
M&T Bank
New York
$3.39M -$13.4K -283 -0.4%
BWM
17
Baystate Wealth Management
Massachusetts
$3.23M +$224K +4,719 +7%
Jane Street
18
Jane Street
New York
$2.85M -$1.01M -21,290 -26%
OMC
19
Old Mission Capital
Illinois
$2.73M +$2.08M +43,698 +307%
UBS Group
20
UBS Group
Switzerland
$2.7M -$76.1K -1,601 -3%
CAN
21
Cetera Advisor Networks
California
$2.69M +$45.8K +964 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.44M +$122K +2,578 +5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$564K +11,864 +34%
SFG
24
StrategIQ Financial Group
Indiana
$2.19M -$70.8K -1,491 -3%
CWM
25
Congress Wealth Management
Massachusetts
$2.14M -$100K -2,113 -4%

DOL Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2023, worth a combined $407M — up 4.2% from $391M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Creative Planning, adding an estimated $8.31M. The largest seller was Envestnet Asset Management, cutting an estimated $6.61M.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $407M of WisdomTree True Developed International Fund stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q2 2023 and 7 closed out, a net change of +4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2023 was Creative Planning, an estimated $8.31M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2023 was Envestnet Asset Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q2 2023.