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WisdomTree
WT

168 hedge funds and large institutions have $556M invested in WisdomTree in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 50

30% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $15.7M

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

1.35% more ownership

Funds ownership: 72.79% → 74.14% (+1.4%)

1% more funds holding

Funds holding: 167 → 168 (+1)

6% less capital invested

Capital invested by funds: $590M → $556M (-$33.8M)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
68
Reduced
50
Closed
20
Calls
$20.4M
Puts
$15.7M
Net Calls
+$4.68M
Net Calls Change
+$22.5M

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$10.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$6.78M
3
BlackRock
BlackRock
New York
+$6.05M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.02M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$7.55M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$6.04M
3
ACL
Azora Capital LP
Florida
-$6.02M
4
TCM
TimesSquare Capital Management
New York
-$5.97M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$2.23M – – –
Walleye Trading
27
Walleye Trading
New York
$2.19M +$867K +174,664 +63%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$2.07M +$330K +66,553 +18%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.95M +$85K +17,132 +4%
Legal & General Group
30
Legal & General Group
United Kingdom
$1.66M +$103K +20,843 +6%
BCM
31
BlueMar Capital Management
Florida
$1.63M -$843K -169,770 -33%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$1.43M +$1.41M +283,300 +2,247%
Goldman Sachs
33
Goldman Sachs
New York
$1.43M +$742K +149,509 +103%
Deutsche Bank
34
Deutsche Bank
Germany
$1.43M -$2.24M -451,819 -61%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.38M +$238K +48,000 +20%
PPA
36
Parametric Portfolio Associates
Washington
$1.34M +$511K +102,960 +59%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.27M -$186K -37,500 -12%
Invesco
38
Invesco
Georgia
$1.26M -$50.9K -10,253 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.15M +$23.3K +4,700 +2%
Barclays
40
Barclays
United Kingdom
$1.11M +$101K +20,254 +10%
Bank of America
41
Bank of America
North Carolina
$1.09M -$764K -153,946 -41%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.09M +$1.12M +225,946 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.05M +$3.72K +750 +0.3%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$1.01M – – –
PP
45
PDT Partners
New York
$987K -$726K -146,284 -42%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$985K -$20.4K -4,114 -2%
Group One Trading
47
Group One Trading
Illinois
$972K +$238K +47,990 +31%
Wolverine Trading
48
Wolverine Trading
Illinois
$934K +$137K +27,559 +16%
Prudential Financial
49
Prudential Financial
New Jersey
$917K +$7.54K +1,518 +0.8%
SEI Investments
50
SEI Investments
Pennsylvania
$871K – – –
1
2
3 4 5

WT Hedge Fund Activity: Q4 2019 in Review

168 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2019, worth a combined $556M — down 5.7% from $590M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WT positions and 20 closed out — a net gain of 3 holders — while 68 added to existing stakes and 50 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $10.1M. The largest seller was Credit Suisse, cutting an estimated $7.55M.

  • 168 institutional investors held WisdomTree (WT) as of Q4 2019, up from 167 in Q3 2019.
  • Funds reported $556M of WisdomTree stock for Q4 2019, down 5.7% quarter-over-quarter.
  • 23 funds opened new WisdomTree positions in Q4 2019 and 20 closed out, a net change of +3 holders.
  • The largest WisdomTree buyer in Q4 2019 was ArrowMark Colorado Holdings, an estimated $10.1M added.
  • The largest WisdomTree seller in Q4 2019 was Credit Suisse, an estimated $7.55M sold.

Based on aggregated 13F filings for Q4 2019.