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WisdomTree
WT

176 hedge funds and large institutions have $635M invested in WisdomTree in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $598K | Put options by funds: $380K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 169 → 176 (+7)

1.46% more ownership

Funds ownership: 72.33% → 73.79% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $642M → $635M (-$7.08M)

34% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 80

Holders
176
Holders Change
+7
Holders Change %
+4.14%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
53
Reduced
80
Closed
14
Calls
$598K
Puts
$380K
Net Calls
+$218K
Net Calls Change
+$474K

Top Buyers

Rank Fund Capital Flow
1
LPC
Lion Point Capital
New York
+$25.8M
2
P2P
Phase 2 Partners
California
+$4.66M
3
CCPM
Cooper Creek Partners Management
New York
+$3.62M
4
CSS
Cubist Systematic Strategies
Connecticut
+$2.33M
5
CM
Capital Management
Virginia
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
ACL
Azora Capital LP
Florida
-$6.12M
2
Norges Bank
Norges Bank
Norway
-$5.79M
3
Morgan Stanley
Morgan Stanley
New York
-$5.75M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.24M
5
GC
Gillson Capital
Illinois
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$3.67M -$179K -31,274 -5%
Ameriprise
27
Ameriprise
Minnesota
$3.63M +$798K +139,718 +29%
SSA
28
Schonfeld Strategic Advisors
New York
$3.24M -$1.03M -179,900 -25%
CSS
29
Cubist Systematic Strategies
Connecticut
$3.12M +$2.33M +407,818 +331%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$3M +$14.9K +2,605 +0.5%
Goldman Sachs
31
Goldman Sachs
New York
$2.79M +$2.14M +374,602 +371%
Invesco
32
Invesco
Georgia
$2.76M -$307K -53,723 -10%
IP
33
Interval Partners
New York
$2.67M +$599K +104,830 +30%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$2.4M -$1.27M -222,300 -35%
N
35
Nuveen
North Carolina
$2.39M +$28.2K +4,930 +1%
BCM
36
BlueMar Capital Management
Florida
$2.39M -$221K -38,619 -9%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.91M -$11.4K -1,992 -0.6%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.86M +$74.2K +12,979 +4%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.81M -$372K -65,054 -17%
GC
40
Gillson Capital
Illinois
$1.55M -$2.92M -511,825 -66%
RGI
41
River Global Investors
United Kingdom
$1.53M +$494K +86,500 +50%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.51M +$102K +17,800 +7%
DCM
43
Difesa Capital Management
New York
$1.31M +$1.27M +223,100 New
Federated Hermes
44
Federated Hermes
Pennsylvania
$1.26M +$20.1K +3,516 +2%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.2M -$103K -17,980 -8%
QOP
46
Quinn Opportunity Partners
Virginia
$1.19M – – –
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.16M – – –
WG
48
Winton Group
United Kingdom
$1.08M +$1.05M +183,259 New
UBS AM
49
UBS AM
Illinois
$976K – – –
Wells Fargo
50
Wells Fargo
California
$916K -$240K -41,963 -21%
1
2
3 4 5

WT Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2022, worth a combined $635M — down 1.1% from $642M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WT positions and 14 closed out — a net gain of 7 holders — while 53 added to existing stakes and 80 trimmed.

The largest buyer was Lion Point Capital, opening a new position worth an estimated $25.8M. The largest seller was Azora Capital LP, cutting an estimated $6.12M.

  • 176 institutional investors held WisdomTree (WT) as of Q1 2022, up from 169 in Q4 2021.
  • Funds reported $635M of WisdomTree stock for Q1 2022, down 1.1% quarter-over-quarter.
  • 21 funds opened new WisdomTree positions in Q1 2022 and 14 closed out, a net change of +7 holders.
  • The largest WisdomTree buyer in Q1 2022 was Lion Point Capital, an estimated $25.8M added.
  • The largest WisdomTree seller in Q1 2022 was Azora Capital LP, an estimated $6.12M sold.

Based on aggregated 13F filings for Q1 2022.