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WisdomTree
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Overview Fund Activity

148 hedge funds and large institutions have $633M invested in WisdomTree in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
45
Reduced
61
Closed
28
Calls
$232K
Puts
$1K
Net Calls
+$231K
Net Calls Change
+$202K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$12.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$4.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$87.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$3.48M

Top Sellers

1
LPC
1
Lion Point Capital
New York
$0
2
Invesco
2
Invesco
Georgia
$2.31M
3
DCM
3
Difesa Capital Management
New York
$0
4
BA
4
Bridgewater Associates
Connecticut
$21.6M
5
Charles Schwab
5
Charles Schwab
California
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
P2P
26
Phase 2 Partners
California
$2.62M +$2.62M +447,684 New
Ameriprise
27
Ameriprise
Minnesota
$2.44M -$59.4K -10,144 -2%
Invesco
28
Invesco
Georgia
$2.31M -$6.36M -1,084,749 -73%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$2.26M +$134K +22,847 +6%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$2.2M -$19.9K -3,401 -0.9%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.97M -$17.1K -2,918 -0.9%
Goldman Sachs
32
Goldman Sachs
New York
$1.41M +$617K +105,271 +78%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.39M -$166K -28,300 -11%
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$1.27M -$16.3K -2,790 -1%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.27M +$952K +162,521 +300%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.15M -$46.2K -7,878 -4%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.14M +$367K +62,651 +47%
HKAM
38
Horizon Kinetics Asset Management
New York
$1.13M +$1.13M +193,311 New
M&T Bank
39
M&T Bank
New York
$1.12M -$381 -65 -0%
QOP
40
Quinn Opportunity Partners
Virginia
$1.05M – – –
UBS AM
41
UBS AM
Illinois
$1.04M +$64K +10,925 +7%
CS
42
Credit Suisse
Switzerland
$1.01M +$69.9K +11,921 +7%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$995K -$97.2K -16,589 -9%
SA
44
SRN Advisors
Pennsylvania
$910K -$385K -66,460 -30%
Cerity Partners
45
Cerity Partners
New York
$906K +$906K +310 New
IP
46
Interval Partners
New York
$885K -$724K -123,566 -45%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$863K -$18.2K -3,111 -2%
Wells Fargo
48
Wells Fargo
California
$806K +$357K +60,885 +79%
AllianceBernstein
49
AllianceBernstein
Tennessee
$723K -$118K -20,134 -14%
COPPSERS
50
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$691K -$7.45K -1,271 -1%
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