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WisdomTree True Developed International Fund

91 hedge funds and large institutions have $419M invested in WisdomTree True Developed International Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $376M → $419M (+$43.3M)

0.01% more ownership

Funds ownership: 69.97%69.98% (+0.01%)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

5% less funds holding

Funds holding: 9691 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
30
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$148M -$1.53M -28,777 -1%
HNB
2
Huntington National Bank
Ohio
$43.5M
Morgan Stanley
3
Morgan Stanley
New York
$38.2M +$3.48M +65,367 +10%
JP Morgan Chase
4
JP Morgan Chase
New York
$19.8M +$190K +3,576 +1%
BW
5
BIP Wealth
Georgia
$17.8M +$198K +3,721 +1%
KFI
6
Key Financial Inc
Pennsylvania
$16.8M +$385K +7,246 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.9M +$361K +6,791 +3%
CFP
8
Cascade Financial Partners
California
$11.9M +$860K +16,178 +8%
Bank of America
9
Bank of America
North Carolina
$10.3M +$855K +16,082 +9%
LPL Financial
10
LPL Financial
California
$10.2M -$1.11M -20,958 -10%
M&T Bank
11
M&T Bank
New York
$8.31M +$135K +2,547 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.71M -$220K -4,131 -3%
AWE
13
Avidian Wealth Enterprises
Texas
$6.51M +$2.71K +51 +0%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.35M +$443K +8,328 +8%
EFA
15
Evernest Financial Advisors
Indiana
$4.77M -$136K -2,550 -3%
PAG
16
Powers Advisory Group
Illinois
$4.5M -$58.4K -1,098 -1%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.49M -$312K -5,861 -8%
UBS Group
18
UBS Group
Switzerland
$3.44M +$269K +5,054 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.01M -$1.89M -35,519 -39%
CWM
20
Congress Wealth Management
Massachusetts
$2.99M -$428K -8,049 -13%
Wells Fargo
21
Wells Fargo
California
$2.57M -$114K -2,146 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.48M -$139K -2,617 -5%
GIA
23
Gladstone Institutional Advisory
Florida
$2.44M +$155K +2,916 +7%
Mariner
24
Mariner
Kansas
$2.2M -$467K -8,792 -18%
AI
25
Atria Investments
North Carolina
$2.02M +$231K +4,351 +13%

DOL Hedge Fund Activity: Q1 2025 in Review

91 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2025, worth a combined $419M — up 12% from $376M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DOL and 7 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.48M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.89M.

  • 91 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $419M of WisdomTree True Developed International Fund stock for Q1 2025, up 12% quarter-over-quarter.
  • 7 funds opened new WisdomTree True Developed International Fund positions in Q1 2025 and 11 closed out, a net change of -4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2025 was Morgan Stanley, an estimated $3.48M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2025 was Cetera Investment Advisers, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2025.