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WisdomTree
WT

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

587% more call options, than puts

Call options by funds: $316K | Put options by funds: $46K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

30% more capital invested

Capital invested by funds: $805M → $1.05B (+$241M)

6% more funds holding

Funds holding: 195 → 206 (+11)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

2.25% less ownership

Funds ownership: 77.24% → 74.99% (-2.3%)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
2.97%
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
Invesco
Georgia
+$9.43M
2
SCM
Simcoe Capital Management
New York
+$8.91M
3
Macquarie Group
Macquarie Group
Australia
+$8.56M
4
Victory Capital Management
Victory Capital Management
Texas
+$7.48M
5
ACL
Azora Capital LP
Florida
+$6.11M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$20.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$12.2M
4
TI
Tidal Investments
Wisconsin
-$12M
5
BA
Bridgewater Associates
Connecticut
-$8.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.32M +$11.8K +1,542 +0.3%
N
27
Nuveen
North Carolina
$4.78M +$58.2K +7,602 +1%
GC
28
Guggenheim Capital
Illinois
$4.58M +$2.01M +262,631 +111%
TI
29
Tidal Investments
Wisconsin
$4.56M -$12M -1,560,829 -76%
Verition Fund Management
30
Verition Fund Management
Connecticut
$4.47M +$3.72M +485,932 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$4.37M +$2.44M +318,568 +204%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$4M +$21.5K +2,810 +0.6%
Marshall Wace
33
Marshall Wace
United Kingdom
$3.89M +$745K +97,350 +30%
CAM
34
ClariVest Asset Management
California
$3.84M +$3.2M +417,810 New
Nordea Investment Management
35
Nordea Investment Management
Sweden
$3.8M -$17.9K -2,335 -0.6%
UBS Group
36
UBS Group
Switzerland
$3.71M +$2.76M +360,390 +834%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$3.7M +$1.28M +167,003 +71%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$3.6M +$1.02M +133,549 +52%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.45M +$10.9K +1,421 +0.4%
Ameriprise
40
Ameriprise
Minnesota
$3.37M -$78.1K -10,197 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.95M +$35.5K +4,639 +1%
NIP
42
Nicholas Investment Partners
California
$2.87M +$2.39M +311,980 New
Goldman Sachs
43
Goldman Sachs
New York
$2.56M -$403K -52,637 -16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.54M +$698K +91,122 +49%
CS
45
Credit Suisse
Switzerland
$2.52M +$7.39K +965 +0.4%
ECM
46
ExodusPoint Capital Management
New York
$2.31M -$2.1M -274,314 -52%
CFM
47
Crawford Fund Management
Massachusetts
$2.26M +$1.88M +245,974 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.18M +$298K +38,916 +20%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$2.14M -$333K -43,476 -16%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.12M -$575K -75,088 -25%
1
2
3 4 5

WT Hedge Fund Activity: Q1 2024 in Review

206 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2024, worth a combined $1.05B — up 30% from $805M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WT positions and 24 closed out — a net gain of 12 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $9.43M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $20.9M.

  • 206 institutional investors held WisdomTree (WT) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.05B of WisdomTree stock for Q1 2024, up 30% quarter-over-quarter.
  • 36 funds opened new WisdomTree positions in Q1 2024 and 24 closed out, a net change of +12 holders.
  • The largest WisdomTree buyer in Q1 2024 was Invesco, an estimated $9.43M added.
  • The largest WisdomTree seller in Q1 2024 was ArrowMark Colorado Holdings, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2024.