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WisdomTree
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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 %
HNB
251
Huntington National Bank
Ohio
$1.9K – – –
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$1.58K – – –
AP
253
Aspect Partners
Virginia
$1.58K +$1.58K +150 New
SCM
254
Sterling Capital Management
North Carolina
$1.48K – – –
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$1.43K +$189 +18 +15%
HT
256
Headlands Technologies
Illinois
$1.27K +$1.27K +121 New
GM
257
GeoWealth Management
Illinois
$1.23K +$1.23K +117 New
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$1.11K – – –
EWA
259
EverSource Wealth Advisors
Alabama
$1.01K +$1.01K +96 New
PMAM
260
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$945 – – –
CFB
262
Cullen/Frost Bankers
Texas
$945 +$945 +90 New
CAS
263
Coppell Advisory Solutions
Texas
$562 – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$221 – – –
AWM
265
Abound Wealth Management
Tennessee
$210 – – –
IA
266
IFP Advisors
Florida
$189 +$189 +18 New
EC
267
Elequin Capital
New York
$116 -$15.8K -1,502 -99%
TWD
268
True Wealth Design
Ohio
$53 +$53 +5 New
BIG
269
Brooklyn Investment Group
New York
$11 +$11 +2 New
GC
270
Guggenheim Capital
Illinois
– -$4.85M -485,648 Closed
ASN
271
Advisory Services Network
Georgia
– -$539K -54,377 Closed
JAM
272
Jupiter Asset Management
United Kingdom
– -$407K -40,769 Closed
OQS
273
Occudo Quantitative Strategies
Florida
– -$247K -24,764 Closed
DM
274
Deerfield Management
New York
– -$194K -19,462 Closed
IFU
275
iSAM Funds (UK)
United Kingdom
– -$183K -18,322 Closed
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