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WisdomTree True Developed International Fund

87 hedge funds and large institutions have $395M invested in WisdomTree True Developed International Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

6% more funds holding

Funds holding: 8287 (+5)

0.54% more ownership

Funds ownership: 64.03%64.57% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

3% less capital invested

Capital invested by funds: $407M → $395M (-$11.7M)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$134M -$6.14M -130,809 -4%
HNB
2
Huntington National Bank
Ohio
$74.4M
Morgan Stanley
3
Morgan Stanley
New York
$21.1M +$831K +17,702 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.4M -$1.53M -32,579 -8%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$16.5M -$83.1K -1,771 -0.5%
KFI
6
Key Financial Inc
Pennsylvania
$12M +$258K +5,496 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.7M +$613K +13,054 +6%
BW
8
BIP Wealth
Georgia
$9.12M -$255K -5,440 -3%
Bank of America
9
Bank of America
North Carolina
$8.57M -$1.15M -24,474 -12%
LPL Financial
10
LPL Financial
California
$6.92M +$847K +18,036 +13%
AWE
11
Avidian Wealth Enterprises
Texas
$6.62M -$686K -14,622 -9%
Wells Fargo
12
Wells Fargo
California
$6.5M -$292K -6,223 -4%
CI
13
CX Institutional
Indiana
$5.98M +$6.15M +131,072 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.69M +$198K +4,210 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.33M +$3.36M +71,644 +308%
M&T Bank
16
M&T Bank
New York
$4.07M +$807K +17,186 +24%
CAN
17
Cetera Advisor Networks
California
$4.06M +$1.49M +31,833 +56%
SPIA
18
Steward Partners Investment Advisory
New York
$3.76M +$3.87M +82,410 New
PAG
19
Powers Advisory Group
Illinois
$3.67M -$33.6K -716 -0.9%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.49M +$65.8K +1,403 +2%
BWM
21
Baystate Wealth Management
Massachusetts
$2.93M -$194K -4,130 -6%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.83M +$2.91M +62,027 New
UBS Group
23
UBS Group
Switzerland
$2.7M +$91.5K +1,950 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.62M +$256K +5,446 +10%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.5M +$370K +7,885 +17%