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WisdomTree
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Overview Fund Activity

225 hedge funds and large institutions have $1.17B invested in WisdomTree in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
225
Holders Change
+19
Holders Change %
+9.22%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
81
Reduced
66
Closed
24
Calls
$410K
Puts
$296K
Net Calls
+$114K
Net Calls Change
-$156K

Top Buyers

1
Invesco
1
Invesco
Georgia
$37.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$58.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$153M
4
Victory Capital Management
4
Victory Capital Management
Texas
$19.1M
5
ACL
5
Azora Capital LP
Florida
$93.8M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$83.6M
2
SCM
2
Simcoe Capital Management
New York
$0
3
CM
3
Capital Management
Virginia
$393K
4
P2P
4
Phase 2 Partners
California
$6.59M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$6.54M 660,069 +31,676 +5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$6.54M 660,194 +429,191 +186%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$5.77M 582,621 +180,119 +45%
KCM
29
Kornitzer Capital Management
Kansas
$5.75M 580,030 +580,030 New
Principal Financial Group
30
Principal Financial Group
Iowa
$5.54M 558,585 -20,608 -4%
GC
31
Guggenheim Capital
Illinois
$4.91M 495,483 -3,266 -0.7%
TI
32
Tidal Investments
Wisconsin
$4.67M 470,787 -25,407 -5%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.38M 442,461 +442,461 New
VOYA Investment Management
34
VOYA Investment Management
Georgia
$4.31M 434,729 -877 -0.2%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$4.26M 429,987 +429,987 New
UBS AM
36
UBS AM
Illinois
$4.24M 427,745 +230,508 +117%
CAM
37
ClariVest Asset Management
California
$4.14M 418,199 +389 +0.1%
UBS Group
38
UBS Group
Switzerland
$3.98M 401,677 -1,938 -0.5%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.72M 375,766 +677 +0.2%
ECM
40
ExodusPoint Capital Management
New York
$3.7M 373,223 +121,509 +48%
CFM
41
Crawford Fund Management
Massachusetts
$3.7M 373,174 +127,200 +52%
EI
42
EAM Investors
California
$3.58M 361,621 +361,621 New
Nordea Investment Management
43
Nordea Investment Management
Sweden
$3.53M 359,591 -54,264 -13%
Ameriprise
44
Ameriprise
Minnesota
$3.29M 332,014 -34,425 -9%
Legal & General Group
45
Legal & General Group
United Kingdom
$3.25M 327,477 +6,523 +2%
NIP
46
Nicholas Investment Partners
California
$3.12M 314,911 +2,931 +0.9%
Goldman Sachs
47
Goldman Sachs
New York
$2.73M 275,902 -2,526 -0.9%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.43M 245,668 +16,528 +7%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.37M 238,900 +16,700 +8%
American Century Companies
50
American Century Companies
Missouri
$2.29M 231,482 +46,090 +25%
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