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WisdomTree
WT

150 hedge funds and large institutions have $659M invested in WisdomTree in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $545M → $659M (+$113M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1.84% more ownership

Funds ownership: 68.55% → 70.38% (+1.8%)

0% more funds holding

Funds holding: 150 → 150 (0)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

25% less call options, than puts

Call options by funds: $937K | Put options by funds: $1.24M

Holders
150
Holders Change
–
Holders Change %
0%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
48
Reduced
57
Closed
13
Calls
$937K
Puts
$1.24M
Net Calls
-$305K
Net Calls Change
-$658K

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$11.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.11M
3
BlackRock
BlackRock
New York
+$8.01M
4
CM
Capital Management
Virginia
+$7.17M
5
TI
Tidal Investments
Wisconsin
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.07M
2
Renaissance Technologies
Renaissance Technologies
New York
-$4.03M
3
Morgan Stanley
Morgan Stanley
New York
-$3.93M
4
Millennium Management
Millennium Management
New York
-$3.37M
5
HA
Heartland Advisors
Wisconsin
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$2.91M +$589K +102,871 +28%
Deutsche Bank
27
Deutsche Bank
Germany
$2.79M +$1.92M +334,332 +300%
Millennium Management
28
Millennium Management
New York
$2.77M -$3.37M -588,370 -57%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$2.66M -$1.48K -259 -0.1%
BCM
30
BlueMar Capital Management
Florida
$2.5M +$30K +5,241 +1%
Bank of America
31
Bank of America
North Carolina
$2.47M -$4.07M -709,570 -64%
DC
32
Diametric Capital
Massachusetts
$2.47M +$239K +41,672 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.45M -$743K -129,700 -25%
Legal & General Group
34
Legal & General Group
United Kingdom
$2.34M +$153K +26,669 +8%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.77M -$146K -25,545 -8%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.69M – – –
Citadel Advisors
37
Citadel Advisors
Florida
$1.66M -$2.3M -402,258 -60%
PCM
38
Prelude Capital Management
New York
$1.64M +$224K +39,022 +17%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.44M -$96K -16,760 -7%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$1.31M -$4.34K -758 -0.4%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$1.23M -$44.7K -7,800 -4%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.19M -$716K -125,017 -40%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.16M -$75K -13,090 -7%
Federated Hermes
44
Federated Hermes
Pennsylvania
$1.12M – – –
Wells Fargo
45
Wells Fargo
California
$1.04M -$235K -41,094 -20%
JAM
46
Jacobs Asset Management
New York
$1.03M +$945K +165,000 New
Barclays
47
Barclays
United Kingdom
$1.02M +$156K +27,163 +20%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.01M -$851K -148,503 -48%
IP
49
Interval Partners
New York
$917K +$840K +146,666 New
Prudential Financial
50
Prudential Financial
New Jersey
$821K +$5.16K +900 +0.7%
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WT Hedge Fund Activity: Q1 2021 in Review

150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2021, worth a combined $659M — up 21% from $545M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WT positions and 13 closed out — a net gain of 2 holders — while 48 added to existing stakes and 57 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $11.6M. The largest seller was Bank of America, cutting an estimated $4.07M.

  • 150 institutional investors held WisdomTree (WT) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $659M of WisdomTree stock for Q1 2021, up 21% quarter-over-quarter.
  • 15 funds opened new WisdomTree positions in Q1 2021 and 13 closed out, a net change of +2 holders.
  • The largest WisdomTree buyer in Q1 2021 was Massachusetts Financial Services, an estimated $11.6M added.
  • The largest WisdomTree seller in Q1 2021 was Bank of America, an estimated $4.07M sold.

Based on aggregated 13F filings for Q1 2021.