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WisdomTree True Developed International Fund

96 hedge funds and large institutions have $376M invested in WisdomTree True Developed International Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

5% more funds holding

Funds holding: 9196 (+5)

0.81% more ownership

Funds ownership: 69.16%69.97% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

9% less capital invested

Capital invested by funds: $413M → $376M (-$36.9M)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$135M +$26.2K +509 +0%
HNB
2
Huntington National Bank
Ohio
$38.7M
Morgan Stanley
3
Morgan Stanley
New York
$31M +$3.64M +70,848 +13%
JP Morgan Chase
4
JP Morgan Chase
New York
$17.6M +$833K +16,220 +5%
BW
5
BIP Wealth
Georgia
$15.8M +$2.16M +42,117 +15%
KFI
6
Key Financial Inc
Pennsylvania
$14.7M +$701K +13,652 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M +$51.7K +1,007 +0.4%
LPL Financial
8
LPL Financial
California
$10.2M +$676K +13,151 +7%
CFP
9
Cascade Financial Partners
California
$9.89M -$155K -3,015 -1%
Bank of America
10
Bank of America
North Carolina
$8.43M -$352K -6,855 -4%
M&T Bank
11
M&T Bank
New York
$7.33M -$17.7K -345 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.23M -$116K -2,260 -2%
AWE
13
Avidian Wealth Enterprises
Texas
$5.84M -$605K -11,767 -9%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.29M +$439K +8,538 +9%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.46M +$347K +6,762 +8%
EFA
16
Evernest Financial Advisors
Indiana
$4.41M -$44.5K -867 -1%
PAG
17
Powers Advisory Group
Illinois
$4.1M -$49.8K -970 -1%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.42M +$187K +3,646 +6%
CWM
19
Congress Wealth Management
Massachusetts
$3.09M +$102K +1,989 +3%
UBS Group
20
UBS Group
Switzerland
$2.84M +$95.4K +1,857 +3%
Wells Fargo
21
Wells Fargo
California
$2.41M -$5.43M -105,681 -68%
Mariner
22
Mariner
Kansas
$2.41M -$187K -3,649 -7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.36M -$53.9K -1,049 -2%
GIA
24
Gladstone Institutional Advisory
Florida
$2.05M +$135K +2,618 +7%
WA
25
Waverly Advisors
Alabama
$1.7M -$30.7K -597 -2%

DOL Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2024, worth a combined $376M — down 8.9% from $413M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.64M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $6.43M.

  • 96 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $376M of WisdomTree True Developed International Fund stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2024 was Morgan Stanley, an estimated $3.64M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2024 was Steward Partners Investment Advisory, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2024.