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WisdomTree
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in WisdomTree in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
70
Reduced
72
Closed
24
Calls
$316K
Puts
$46K
Net Calls
+$270K
Net Calls Change
+$268K

Top Buyers

1
Invesco
1
Invesco
Georgia
$20.5M
2
SCM
2
Simcoe Capital Management
New York
$10.7M
3
Macquarie Group
3
Macquarie Group
Australia
$10.3M
4
Victory Capital Management
4
Victory Capital Management
Texas
$9.18M
5
ACL
5
Azora Capital LP
Florida
$79M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$98.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$827K
4
TI
4
Tidal Investments
Wisconsin
$4.56M
5
BA
5
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$5.32M +$14.2K +1,542 +0.3%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$4.78M +$69.9K +7,602 +1%
GC
28
Guggenheim Capital
Illinois
$4.58M +$2.41M +262,631 +111%
TI
29
Tidal Investments
Wisconsin
$4.56M -$14.3M -1,560,829 -76%
Verition Fund Management
30
Verition Fund Management
Connecticut
$4.47M +$4.47M +485,932 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$4.37M +$2.93M +318,568 +204%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$4M +$25.8K +2,810 +0.6%
Marshall Wace
33
Marshall Wace
United Kingdom
$3.89M +$895K +97,350 +30%
CAM
34
ClariVest Asset Management
California
$3.84M +$3.84M +417,810 New
Nordea Investment Management
35
Nordea Investment Management
Sweden
$3.8M -$21.4K -2,335 -0.6%
UBS Group
36
UBS Group
Switzerland
$3.71M +$3.31M +360,390 +834%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$3.7M +$1.53M +167,003 +71%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$3.6M +$1.23M +133,549 +52%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.45M +$13.1K +1,421 +0.4%
Ameriprise
40
Ameriprise
Minnesota
$3.37M -$93.7K -10,197 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.95M +$42.6K +4,639 +1%
NIP
42
Nicholas Investment Partners
California
$2.87M +$2.87M +311,980 New
Goldman Sachs
43
Goldman Sachs
New York
$2.56M -$484K -52,637 -16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.54M +$837K +91,122 +49%
CS
45
Credit Suisse
Switzerland
$2.52M +$8.87K +965 +0.4%
ECM
46
ExodusPoint Capital Management
New York
$2.31M -$2.52M -274,314 -52%
CFM
47
Crawford Fund Management
Massachusetts
$2.26M +$2.26M +245,974 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.18M +$358K +38,916 +20%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$2.14M -$400K -43,476 -16%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.12M -$690K -75,088 -25%
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