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WisdomTree
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Overview Fund Activity

181 hedge funds and large institutions have $720M invested in WisdomTree in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+33
Holders Change %
+22.3%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
61
Reduced
48
Closed
13
Calls
$66K
Puts
$11K
Net Calls
+$55K
Net Calls Change
-$176K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$7.14M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$22.2M
3
P2P
Phase 2 Partners
California
$9M
4
Invesco
Invesco
Georgia
$6.11M
5
Renaissance Technologies
Renaissance Technologies
New York
$10.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$34M
2
ACL
Azora Capital LP
Florida
$33.7M
3
BA
Bridgewater Associates
Connecticut
$9.74M
4
ACH
ArrowMark Colorado Holdings
Colorado
$101M
5
CM
Capital Management
Virginia
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LLL
51
Lynrock Lake LP
New York
$1.34M +$1.34M +194,818 New
HKAM
52
Horizon Kinetics Asset Management
New York
$1.32M -$3.39K -494 -0.3%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$1.27M +$896K +130,663 +241%
EI
54
EAM Investors
California
$1.16M +$1.16M +169,818 New
Wells Fargo
55
Wells Fargo
California
$1.16M +$215K +31,335 +23%
M&T Bank
56
M&T Bank
New York
$1.09M -$218K -31,763 -17%
EGM
57
Engineers Gate Manager
New York
$1.09M +$796K +116,085 +274%
Deutsche Bank
58
Deutsche Bank
Germany
$1.06M +$344K +50,087 +48%
UBS AM
59
UBS AM
Illinois
$1.04M – – –
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.04M +$191K +27,829 +23%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.02M +$214K +31,189 +26%
QOP
62
Quinn Opportunity Partners
Virginia
$1.01M -$220K -32,000 -18%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$991K -$18.8K -2,742 -2%
CSS
64
Cubist Systematic Strategies
Connecticut
$921K +$799K +116,400 +651%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$880K +$70.8K +10,326 +9%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$850K +$671K +97,749 +373%
UBS Group
67
UBS Group
Switzerland
$812K +$806K +117,440 +13,181%
Osaic Holdings
68
Osaic Holdings
Arizona
$794K +$199K +29,020 +33%
PP
69
PDT Partners
New York
$790K +$790K +115,213 New
Fisher Asset Management
70
Fisher Asset Management
Washington
$766K – – –
ADIM
71
Alpha DNA Investment Management
Maryland
$757K +$757K +110,344 New
WAM
72
Wakefield Asset Management
Colorado
$752K +$752K +109,601 New
Canada Life
73
Canada Life
Manitoba, Canada
$747K +$34.6K +5,039 +5%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$744K -$12.6K -1,832 -2%
SO
75
STRS Ohio
Ohio
$690K +$690K +100,600 New
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