WisdomTree
206 hedge funds and large institutions have $1.05B invested in WisdomTree in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 24 closing their positions.
587% more call options, than puts
Call options by funds: $316K | Put options by funds: $46K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
30% more capital invested
Capital invested by funds: $805M → $1.05B (+$241M)
6% more funds holding
Funds holding: 195 → 206 (+11)
3% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 72
2.25% less ownership
Funds ownership: 77.24% → 74.99% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$9.43M |
| 2 |
SCM
Simcoe Capital Management
New York
|
+$8.91M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$8.56M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$7.48M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$6.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$20.9M |
| 2 |
Morgan Stanley
New York
|
-$14.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.2M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$12M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$8.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
226
Point72 Asia (Singapore)
Singapore
| – | -$23.7K | -3,427 | Closed |
|
227
Group One Trading
Chicago,
Illinois
| – | -$24.3K | -3,174 | Closed |
|
|
SPIA
228
Steward Partners Investment Advisory
New York
| – | -$17.3K | -2,500 | Closed |
|
|
GWS
229
Glassman Wealth Services
Vienna,
Virginia
| – | -$256 | -37 | Closed |
|
|
C
230
Covestor
London,
United Kingdom
| – | -$8 | -1 | -7% |
|
WT Hedge Fund Activity: Q1 2024 in Review
206 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2024, worth a combined $1.05B — up 30% from $805M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new WT positions and 24 closed out — a net gain of 12 holders — while 70 added to existing stakes and 72 trimmed.
The largest buyer was Invesco, adding an estimated $9.43M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $20.9M.
- 206 institutional investors held WisdomTree (WT) as of Q1 2024, up from 195 in Q4 2023.
- Funds reported $1.05B of WisdomTree stock for Q1 2024, up 30% quarter-over-quarter.
- 36 funds opened new WisdomTree positions in Q1 2024 and 24 closed out, a net change of +12 holders.
- The largest WisdomTree buyer in Q1 2024 was Invesco, an estimated $9.43M added.
- The largest WisdomTree seller in Q1 2024 was ArrowMark Colorado Holdings, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2024.