WisdomTree
211 hedge funds and large institutions have $1.02B invested in WisdomTree in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 32 closing their positions.
71% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $17.6M
15% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 67
3% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 32
0% less funds holding
Funds holding: 212 → 211 (-1)
6.3% less ownership
Funds ownership: 86.85% → 80.55% (-6.3%)
32% less capital invested
Capital invested by funds: $1.49B → $1.02B (-$474M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$9M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$7.97M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.28M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.63M |
| 5 |
Renaissance Technologies
New York
|
+$4.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$41M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$26M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.3M |
| 4 |
FAM
Fred Alger Management
New York
|
-$17.2M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$9.98M |
WT Hedge Fund Activity: Q1 2018 in Review
211 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2018, worth a combined $1.02B — down 32% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WT positions and 32 closed out — a net gain of 1 holder — while 77 added to existing stakes and 67 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $9M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $41M sold.
- 211 institutional investors held WisdomTree (WT) as of Q1 2018, down from 212 in Q4 2017.
- Funds reported $1.02B of WisdomTree stock for Q1 2018, down 32% quarter-over-quarter.
- 33 funds opened new WisdomTree positions in Q1 2018 and 32 closed out, a net change of +1 holder.
- The largest WisdomTree buyer in Q1 2018 was Massachusetts Financial Services, an estimated $9M added.
- The largest WisdomTree seller in Q1 2018 was Jackson Square Partners, an estimated $41M sold.
Based on aggregated 13F filings for Q1 2018.