WisdomTree Battery Value Chain and Innovation Fund
WBAT
WBAT was delisted on the 20th of June, 2025.
10 hedge funds and large institutions have $2.38M invested in WisdomTree Battery Value Chain and Innovation Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
0.08% more ownership
Funds ownership: 45.36% → 45.45% (+0.08%)
1% less capital invested
Capital invested by funds: $2.4M → $2.38M (-$21K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$224K |
| 2 |
Jane Street
New York
|
+$192K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$34 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$284K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $850K | -$137K | -4,021 | -14% |
|
|
2
Jane Street
New York
| $677K | +$192K | +5,632 | +41% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $596K | -$284K | -8,332 | -33% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $229K | +$224K | +6,561 | New |
|
|
CTWM
5
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $9.96K | +$9.77K | +286 | New |
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $7.15K | – | – | – |
|
|
GEA
7
Glen Eagle Advisors
Kingston,
New Jersey
| $2.96K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $1.95K | – | – | – |
|
|
RA
9
Rise Advisors
Rochester,
New York
| $1.03K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $35 | +$34 | +1 | New |
|
WBAT Hedge Fund Activity: Q2 2023 in Review
10 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Battery Value Chain and Innovation Fund (WBAT) for Q2 2023, worth a combined $2.38M — down 0.88% from $2.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WBAT positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $224K. The largest seller was Flow Traders U.S., cutting an estimated $284K.
- 10 institutional investors held WisdomTree Battery Value Chain and Innovation Fund (WBAT) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $2.38M of WisdomTree Battery Value Chain and Innovation Fund stock for Q2 2023, down 0.88% quarter-over-quarter.
- 3 funds opened new WisdomTree Battery Value Chain and Innovation Fund positions in Q2 2023 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Battery Value Chain and Innovation Fund buyer in Q2 2023 was Osaic Holdings, an estimated $224K added.
- The largest WisdomTree Battery Value Chain and Innovation Fund seller in Q2 2023 was Flow Traders U.S., an estimated $284K sold.
Based on aggregated 13F filings for Q2 2023.