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WisdomTree
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Overview Fund Activity

232 hedge funds and large institutions have $1.23B invested in WisdomTree in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
96
Reduced
65
Closed
31
Calls
$271K
Puts
$516K
Net Calls
-$245K
Net Calls Change
-$359K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.6M
2
ACL
2
Azora Capital LP
Florida
$106M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$9.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.41M
5
BlackRock
5
BlackRock
New York
$191M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$43.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$70.5M
3
Millennium Management
3
Millennium Management
New York
$3.21M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$20.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$650 – – –
CAS
227
Coppell Advisory Solutions
Texas
$544 -$24.3K -2,416 -98%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$210 – – –
AWM
229
Abound Wealth Management
Tennessee
$200 -$190 -19 -49%
Allspring Global Investments
230
Allspring Global Investments
North Carolina
$149 – – –
MFG
231
Mendota Financial Group
Wisconsin
$110 +$110 +11 New
EI
232
EAM Investors
California
– -$3.58M -361,621 Closed
ETC
233
Exchange Traded Concepts
Oklahoma
– -$1.87M -188,851 Closed
TPSF
234
Texas Permanent School Fund
Texas
– -$873K -88,079 Closed
Norges Bank
235
Norges Bank
Norway
– -$867K -87,466 Closed
ADIM
236
Alpha DNA Investment Management
Maryland
– -$524K -52,827 Closed
JFG
237
Jefferies Financial Group
New York
– -$496K -50,000 Closed
HighTower Advisors
238
HighTower Advisors
Illinois
– -$495K -49,634 Closed
UM
239
UniSuper Management
Australia
– -$456K -46,024 Closed
Connor, Clark & Lunn Investment Management (CC&L)
240
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$383K -38,612 Closed
Simplex Trading
241
Simplex Trading
Illinois
– -$326K -32,975 Closed
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
– -$326K -32,888 Closed
Wolverine Trading
243
Wolverine Trading
Illinois
– -$312K -31,466 Closed
QC
244
Quadrature Capital
United Kingdom
– -$308K -31,050 Closed
GCIA
245
Gabelli & Co Investment Advisers
New York
– -$277K -28,000 Closed
CCIA
246
Campbell & Co Investment Adviser
Maryland
– -$250K -25,219 Closed
OL
247
Owen LaRue
Kentucky
– -$248K -25,000 Closed
GS
248
GTS Securities
New York
– -$242K -24,422 Closed
QOP
249
Quinn Opportunity Partners
Virginia
– -$141K -14,185 Closed
OAC
250
OMERS Administration Corp
Ontario, Canada
– -$126K -12,700 Closed
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