WisdomTree
233 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 29 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 65
38% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 29
6% more capital invested
Capital invested by funds: $1.16B → $1.23B (+$69.9M)
4% more funds holding
Funds holding: 224 → 233 (+9)
3.94% more ownership
Funds ownership: 77.4% → 81.34% (+3.9%)
47% less call options, than puts
Call options by funds: $271K | Put options by funds: $516K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.1M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$11.6M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$8.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$8.01M |
| 5 |
BlackRock
New York
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.4M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$14M |
| 3 |
Millennium Management
New York
|
-$6.06M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$5.27M |
| 5 |
Bank of New York Mellon
New York
|
-$4.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
251
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$108K | -10,869 | Closed |
|
252
Group One Trading
Chicago,
Illinois
| – | -$79.2K | -7,792 | Closed |
|
|
HT
253
Headlands Technologies
Chicago,
Illinois
| – | -$26.7K | -2,696 | Closed |
|
254
Optiver Holding
Amsterdam,
Netherlands
| – | -$16.7K | -1,686 | Closed |
|
|
WIA
255
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$11K | -1,200 | Closed |
|
|
MIM
256
Macroview Investment Management
Bethesda,
Maryland
| – | -$8.15K | -822 | Closed |
|
|
CP
257
Castleview Partners
Dallas,
Texas
| – | -$6.88K | -694 | Closed |
|
|
SIC
258
SJS Investment Consulting
Sylvania,
Ohio
| – | -$2.05K | -207 | Closed |
|
259
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$1.24K | -125 | Closed |
|
|
IC
260
Innealta Capital
Austin,
Texas
| – | -$1K | -101 | Closed |
|
|
PA
261
Parallel Advisors
San Francisco,
California
| – | -$129 | -13 | Closed |
|
|
C
262
Covestor
London,
United Kingdom
| – | -$10 | -1 | -7% |
|
WT Hedge Fund Activity: Q3 2024 in Review
233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2024, worth a combined $1.23B — up 6% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WT positions and 29 closed out — a net gain of 11 holders — while 96 added to existing stakes and 65 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $23.1M. The largest seller was Wellington Management Group, cutting an estimated $15.4M.
- 233 institutional investors held WisdomTree (WT) as of Q3 2024, up from 224 in Q2 2024.
- Funds reported $1.23B of WisdomTree stock for Q3 2024, up 6% quarter-over-quarter.
- 40 funds opened new WisdomTree positions in Q3 2024 and 29 closed out, a net change of +11 holders.
- The largest WisdomTree buyer in Q3 2024 was Fidelity Investments, an estimated $23.1M added.
- The largest WisdomTree seller in Q3 2024 was Wellington Management Group, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2024.