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WisdomTree True Developed International Fund
DOL

92 hedge funds and large institutions have $396M invested in WisdomTree True Developed International Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

2% more funds holding

Funds holding: 90 → 92 (+2)

0.99% more ownership

Funds ownership: 68.63% → 69.62% (+0.99%)

1% less capital invested

Capital invested by funds: $400M → $396M (-$4.16M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
32
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.95M
2
Morgan Stanley
Morgan Stanley
New York
+$1.56M
3
Creative Planning
Creative Planning
Kansas
+$1.15M
4
Jane Street
Jane Street
New York
+$960K
5
Wells Fargo
Wells Fargo
California
+$796K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.03M
3
OMC
Old Mission Capital
Illinois
-$986K
4
JP Morgan Chase
JP Morgan Chase
New York
-$607K
5
Mariner
Mariner
Kansas
-$493K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$142M +$1.15M +22,226 +0.8%
HNB
2
Huntington National Bank
Ohio
$43M – – –
Morgan Stanley
3
Morgan Stanley
New York
$26.9M +$1.56M +30,225 +6%
JP Morgan Chase
4
JP Morgan Chase
New York
$18.3M -$607K -11,742 -3%
KFI
5
Key Financial Inc
Pennsylvania
$14.2M +$363K +7,033 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.9M +$87.2K +1,688 +0.6%
BW
7
BIP Wealth
Georgia
$12M +$548K +10,601 +5%
CFP
8
Cascade Financial Partners
California
$10.4M +$517 +10 +0%
LPL Financial
9
LPL Financial
California
$9.91M +$1.95M +37,680 +24%
Bank of America
10
Bank of America
North Carolina
$9.69M +$115K +2,225 +1%
Wells Fargo
11
Wells Fargo
California
$7.94M +$796K +15,412 +11%
M&T Bank
12
M&T Bank
New York
$7.15M +$691K +13,385 +10%
AWE
13
Avidian Wealth Enterprises
Texas
$6.6M -$220K -4,250 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.53M +$220K +4,258 +3%
SPIA
15
Steward Partners Investment Advisory
New York
$6.48M +$20K +387 +0.3%
EFA
16
Evernest Financial Advisors
Indiana
$4.48M +$73K +1,413 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$482K +9,339 +12%
PAG
18
Powers Advisory Group
Illinois
$4.19M -$21.4K -414 -0.5%
Jane Street
19
Jane Street
New York
$3.53M +$960K +18,587 +36%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.24M +$81.1K +1,569 +3%
CWM
21
Congress Wealth Management
Massachusetts
$3.05M – – –
UBS Group
22
UBS Group
Switzerland
$2.9M -$22.8K -441 -0.8%
Mariner
23
Mariner
Kansas
$2.61M -$493K -9,543 -16%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.57M -$199K -3,859 -7%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.16M -$1.03M -19,920 -32%
1
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DOL Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2024, worth a combined $396M — down 1% from $400M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DOL positions and 6 closed out — a net gain of 6 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.95M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.3M sold.

  • 92 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $396M of WisdomTree True Developed International Fund stock for Q2 2024, down 1% quarter-over-quarter.
  • 12 funds opened new WisdomTree True Developed International Fund positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2024 was LPL Financial, an estimated $1.95M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2024 was Flow Traders U.S., an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2024.