WisdomTree True Developed International Fund
DOL
90 hedge funds and large institutions have $400M invested in WisdomTree True Developed International Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2.15% less ownership
Funds ownership: 70.78% → 68.63% (-2.2%)
2% less funds holding
Funds holding: 92 → 90 (-2)
12% less capital invested
Capital invested by funds: $456M → $400M (-$56.1M)
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.78M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$2.71M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.26M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.05M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.3M |
| 3 |
Jane Street
New York
|
-$7.76M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$5.46M |
| 5 |
JP Morgan Chase
New York
|
-$3.34M |
DOL Hedge Fund Activity: Q1 2024 in Review
90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2024, worth a combined $400M — down 12% from $456M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DOL positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 34 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $2.78M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.
- 90 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2024, down from 92 in Q4 2023.
- Funds reported $400M of WisdomTree True Developed International Fund stock for Q1 2024, down 12% quarter-over-quarter.
- 11 funds opened new WisdomTree True Developed International Fund positions in Q1 2024 and 10 closed out, a net change of +1 holder.
- The largest WisdomTree True Developed International Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.78M added.
- The largest WisdomTree True Developed International Fund seller in Q1 2024 was Morgan Stanley, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2024.