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WisdomTree True Developed International Fund

91 hedge funds and large institutions have $413M invested in WisdomTree True Developed International Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $396M → $413M (+$17.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 69.62%69.16% (-0.46%)

1% less funds holding

Funds holding: 9291 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
24
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$147M -$4.11M -78,577 -3%
HNB
2
Huntington National Bank
Ohio
$43.8M
Morgan Stanley
3
Morgan Stanley
New York
$30M +$1.34M +25,616 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$18.4M -$1.07M -20,351 -6%
KFI
5
Key Financial Inc
Pennsylvania
$15.3M +$148K +2,822 +1%
BW
6
BIP Wealth
Georgia
$15M +$2.23M +42,623 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.2M -$540K -10,310 -4%
CFP
8
Cascade Financial Partners
California
$10.7M -$87K -1,661 -0.8%
LPL Financial
9
LPL Financial
California
$10.4M -$148K -2,827 -1%
Bank of America
10
Bank of America
North Carolina
$9.57M -$717K -13,699 -7%
Wells Fargo
11
Wells Fargo
California
$8.34M -$109K -2,077 -1%
M&T Bank
12
M&T Bank
New York
$8.02M +$397K +7,589 +5%
AWE
13
Avidian Wealth Enterprises
Texas
$7.01M -$8.64K -165 -0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.92M -$27.5K -526 -0.4%
SPIA
15
Steward Partners Investment Advisory
New York
$6.82M -$76.3K -1,457 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5.31M +$528K +10,081 +11%
EFA
17
Evernest Financial Advisors
Indiana
$4.86M +$86.6K +1,655 +2%
PAG
18
Powers Advisory Group
Illinois
$4.53M +$62.5K +1,194 +1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.5M +$2.14M +40,859 +96%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.54M +$88.2K +1,684 +3%
CWM
21
Congress Wealth Management
Massachusetts
$3.26M +$20.9K +400 +0.7%
UBS Group
22
UBS Group
Switzerland
$3M -$86.2K -1,647 -3%
Mariner
23
Mariner
Kansas
$2.83M +$54K +1,031 +2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.63M -$102K -1,957 -4%
GIA
25
Gladstone Institutional Advisory
Florida
$2.09M +$259K +4,942 +15%

DOL Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2024, worth a combined $413M — up 4.4% from $396M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DOL and 6 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 24 added.

The largest buyer was BIP Wealth, adding an estimated $2.23M. The largest seller was Creative Planning, cutting an estimated $4.11M.

  • 91 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2024, down from 92 in Q2 2024.
  • Funds reported $413M of WisdomTree True Developed International Fund stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2024 was BIP Wealth, an estimated $2.23M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2024 was Creative Planning, an estimated $4.11M sold.

Based on aggregated 13F filings for Q3 2024.