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WisdomTree

271 hedge funds and large institutions have $1.37B invested in WisdomTree in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 16

88% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $978K

64% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 69

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more funds holding

Funds holding: 233271 (+38)

11% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$137M)

8.07% more ownership

Funds ownership: 81.34%89.41% (+8.1%)

Holders
271
Holders Change
+38
Holders Change %
+16.31%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
113
Reduced
69
Closed
16
Calls
$1.84M
Puts
$978K
Net Calls
+$859K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$12.4M -$3.55M -328,072 -22%
ECM
27
ExodusPoint Capital Management
New York
$12.2M +$7.05M +651,121 +127%
CSS
28
Cubist Systematic Strategies
Connecticut
$10.4M +$3.97M +366,303 +59%
KCM
29
Kornitzer Capital Management
Kansas
$9.64M
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$9.63M +$2.88M +265,687 +41%
JP Morgan Chase
31
JP Morgan Chase
New York
$9.25M +$5.83M +538,385 +157%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$9.14M -$21.5M -1,988,239 -70%
Principal Financial Group
33
Principal Financial Group
Iowa
$7.65M +$211K +19,503 +3%
NIP
34
Nicholas Investment Partners
California
$7.63M +$340K +31,446 +5%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$7.59M +$5.12M +472,505 +189%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$7.5M +$6.04M +558,392 +359%
UBS Group
37
UBS Group
Switzerland
$7.08M +$4.39M +405,876 +151%
Squarepoint
38
Squarepoint
New York
$6.48M +$3.42M +316,223 +105%
P2P
39
Phase 2 Partners
California
$6.21M -$448K -41,384 -7%
CFM
40
Crawford Fund Management
Massachusetts
$5.88M +$650K +60,000 +12%
KCM
41
Kennedy Capital Management
Missouri
$5.73M +$2.6M +239,939 +79%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.61M +$3.63M +335,636 +169%
AQR Capital Management
43
AQR Capital Management
Connecticut
$5.58M -$1.17M -108,005 -17%
EP
44
Edgestream Partners
New Jersey
$4.92M +$4.22M +389,945 +499%
TI
45
Tidal Investments
Wisconsin
$4.82M +$175K +16,161 +4%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$4.8M -$492K -45,493 -9%
UBS AM
47
UBS AM
Illinois
$4.67M +$352K +32,509 +8%
DB
48
Danske Bank
Denmark
$4.6M +$4.75M +438,490 New
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$4.39M +$119K +11,001 +3%
Raymond James Financial
50
Raymond James Financial
Florida
$4.26M +$4.39M +405,946 New

WT Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2024, worth a combined $1.37B — up 11% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WT positions and 16 closed out — a net gain of 40 holders — while 113 added to existing stakes and 69 trimmed.

The largest buyer was Millennium Management, adding an estimated $18.5M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $22.6M.

  • 271 institutional investors held WisdomTree (WT) as of Q4 2024, up from 233 in Q3 2024.
  • Funds reported $1.37B of WisdomTree stock for Q4 2024, up 11% quarter-over-quarter.
  • 56 funds opened new WisdomTree positions in Q4 2024 and 16 closed out, a net change of +40 holders.
  • The largest WisdomTree buyer in Q4 2024 was Millennium Management, an estimated $18.5M added.
  • The largest WisdomTree seller in Q4 2024 was ArrowMark Colorado Holdings, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2024.