WisdomTree Battery Value Chain and Innovation Fund
WBAT
WBAT was delisted on the 20th of June, 2025.
11 hedge funds and large institutions have $2.12M invested in WisdomTree Battery Value Chain and Innovation Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
4% more capital invested
Capital invested by funds: $2.05M → $2.12M (+$77.3K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.18% less ownership
Funds ownership: 52.04% → 51.86% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$367K |
| 2 |
Jane Street
New York
|
+$119K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$500K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.35M | +$119K | +4,621 | +10% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $721K | +$367K | +14,299 | +118% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $27.3K | – | – | – |
|
|
CTWM
4
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $7.81K | – | – | – |
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $5.4K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.72K | -$6.03K | -235 | -58% |
|
|
FFA
7
Founders Financial Alliance
Raleigh,
North Carolina
| $3.5K | – | – | – |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $2.73K | +$2.56K | +100 | New |
|
|
GEA
9
Glen Eagle Advisors
Kingston,
New Jersey
| $2.32K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $1.53K | – | – | – |
|
|
RA
11
Rise Advisors
Rochester,
New York
| $828 | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$500K | -19,053 | Closed |
|
WBAT Hedge Fund Activity: Q3 2024 in Review
11 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Battery Value Chain and Innovation Fund (WBAT) for Q3 2024, worth a combined $2.12M — up 3.8% from $2.05M a quarter earlier.
Fund positioning in WBAT was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $367K. The largest seller was Citadel Advisors, exiting entirely with an estimated $500K sold.
- 11 institutional investors held WisdomTree Battery Value Chain and Innovation Fund (WBAT) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $2.12M of WisdomTree Battery Value Chain and Innovation Fund stock for Q3 2024, up 3.8% quarter-over-quarter.
- 1 fund opened new WisdomTree Battery Value Chain and Innovation Fund positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Battery Value Chain and Innovation Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $367K added.
- The largest WisdomTree Battery Value Chain and Innovation Fund seller in Q3 2024 was Citadel Advisors, an estimated $500K sold.
Based on aggregated 13F filings for Q3 2024.