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WisdomTree True Developed International Fund

92 hedge funds and large institutions have $456M invested in WisdomTree True Developed International Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $395M → $456M (+$60.3M)

6.21% more ownership

Funds ownership: 64.57%70.78% (+6.2%)

6% more funds holding

Funds holding: 8792 (+5)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
33
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$142M -$2.11M -45,337 -2%
HNB
2
Huntington National Bank
Ohio
$77.5M
Morgan Stanley
3
Morgan Stanley
New York
$46.2M +$22.2M +476,225 +103%
JP Morgan Chase
4
JP Morgan Chase
New York
$21.6M +$16.9M +362,853 +474%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M -$1.23M -26,339 -7%
KFI
6
Key Financial Inc
Pennsylvania
$13.3M +$374K +8,022 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.8M +$1.17M +25,212 +11%
BW
8
BIP Wealth
Georgia
$10.3M +$443K +9,523 +5%
Jane Street
9
Jane Street
New York
$10.2M +$8.86M +190,363 +1,151%
LPL Financial
10
LPL Financial
California
$9.78M +$2.18M +46,833 +31%
Bank of America
11
Bank of America
North Carolina
$9.26M +$12K +257 +0.1%
Wells Fargo
12
Wells Fargo
California
$6.75M -$253K -5,432 -4%
AWE
13
Avidian Wealth Enterprises
Texas
$6.64M -$485K -10,406 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.14M +$3.35K +72 +0.1%
M&T Bank
15
M&T Bank
New York
$5.65M +$1.19M +25,651 +29%
EFA
16
Evernest Financial Advisors
Indiana
$4.58M +$4.33M +92,900 New
PAG
17
Powers Advisory Group
Illinois
$4.08M +$112K +2,402 +3%
SPIA
18
Steward Partners Investment Advisory
New York
$4.04M -$16.1K -346 -0.4%
CAN
19
Cetera Advisor Networks
California
$3.98M -$381K -8,188 -9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$650K +13,951 +25%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.06M +$3.45K +74 +0.1%
CWM
22
Congress Wealth Management
Massachusetts
$3.06M +$400K +8,581 +16%
UBS Group
23
UBS Group
Switzerland
$3.05M +$119K +2,563 +4%
BWM
24
Baystate Wealth Management
Massachusetts
$3.02M -$137K -2,938 -5%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.68M +$671K +14,416 +36%

DOL Hedge Fund Activity: Q4 2023 in Review

92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2023, worth a combined $456M — up 15% from $395M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 7 closed out — a net gain of 6 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was CX Institutional, exiting entirely with an estimated $5.98M sold.

  • 92 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $456M of WisdomTree True Developed International Fund stock for Q4 2023, up 15% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.2M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2023 was CX Institutional, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2023.