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WisdomTree
WT

Overview Fund Activity

270 hedge funds and large institutions have $1.37B invested in WisdomTree in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+38
Holders Change %
+16.38%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
113
Reduced
69
Closed
16
Calls
$1.84M
Puts
$978K
Net Calls
+$859K
Net Calls Change
+$1.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
$21.3M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
3
Goldman Sachs
Goldman Sachs
New York
$16.4M
4
Citadel Advisors
Citadel Advisors
Florida
$18.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$13.3M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$52.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$9.14M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$31.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$38.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
226
Quarry LP
New York
$29.4K +$27.8K +2,650 +1,779%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K – – –
BAM
228
Byrne Asset Management
New Jersey
$18.9K +$18.9K +1,800 New
WT
229
Whittier Trust
California
$17.1K – – –
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$16.9K +$16.9K +1,606 New
RS
231
R Squared
Hong Kong
$16.8K +$16.8K +1,600 New
AWM
232
Avior Wealth Management
Nebraska
$15.9K +$32 +3 +0.2%
HPC
233
HM Payson & Co
Maine
$15.8K – – –
MCM
234
Manchester Capital Management
Vermont
$14.2K – – –
VCM
235
Versant Capital Management
Arizona
$13.5K -$2.76K -263 -17%
CIAM
236
Caitong International Asset Management
Hong Kong
$11.5K +$11.5K +1,095 New
OP
237
ORG Partners
Indiana
$10.5K +$10.5K +1,000 New
Russell Investments Group
238
Russell Investments Group
United Kingdom
$8.55K +$147 +14 +2%
QCG
239
Quadrant Capital Group
Ohio
$7.1K – – –
ATC
240
Adirondack Trust Company
New York
$6.3K – – –
FFA
241
Farther Finance Advisors
California
$5.49K +$1.44K +137 +35%
VWM
242
Venturi Wealth Management
Texas
$5.04K – – –
BTI
243
Blue Trust Inc
Georgia
$4.2K +$2.63K +250 +167%
AF
244
Allworth Financial
California
$3.96K +$3.32K +335 +515%
SS
245
SBI Securities
Japan
$3.7K +$3.7K +352 New
Optiver Holding
246
Optiver Holding
Netherlands
$3.19K +$3.19K +304 New
Lazard Asset Management
247
Lazard Asset Management
New York
$3K – – –
Bessemer Group
248
Bessemer Group
New Jersey
$3K – – –
UB
249
UMB Bank
Missouri
$2.86K – – –
MCM
250
MAI Capital Management
Ohio
$2.11K +$2.11K +201 New
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