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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 %
RIL
51
Rothschild Investment LLC
Illinois
$2.23M 225,326 +225,310 +1,408,188%
DZ Bank
52
DZ Bank
Germany
$2.17M 219,313 +123,173 +128%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$2.14M 215,605 -8,341 -4%
HKAM
54
Horizon Kinetics Asset Management
New York
$2.1M 211,573 +762 +0.4%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$2.09M 210,850 +146,967 +230%
ETC
56
Exchange Traded Concepts
Oklahoma
$1.87M 188,851 +10,253 +6%
SEI Investments
57
SEI Investments
Pennsylvania
$1.78M 179,634 +179,634 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$1.63M 164,194 -73,198 -31%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.61M 162,950 +11,740 +8%
Wells Fargo
60
Wells Fargo
California
$1.54M 155,482 -21,253 -12%
Credit Agricole
61
Credit Agricole
France
$1.46M 147,174 – –
Canada Life
62
Canada Life
Manitoba, Canada
$1.46M 146,990 +49,729 +51%
JCIA
63
Jackson Creek Investment Advisors
Colorado
$1.39M 140,677 -257 -0.2%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$1.39M 139,973 -92,615 -40%
Bank of America
65
Bank of America
North Carolina
$1.36M 137,203 +75,265 +122%
Prudential Financial
66
Prudential Financial
New Jersey
$1.22M 122,998 -5,080 -4%
GC
67
Globeflex Capital
California
$1.19M 120,265 +120,265 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.19M 119,821 +4,528 +4%
Jane Street
69
Jane Street
New York
$1.19M 119,810 +82,261 +219%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$1.16M 117,383 +45,092 +62%
Fisher Asset Management
71
Fisher Asset Management
Washington
$1.11M 112,387 +755 +0.7%
M&T Bank
72
M&T Bank
New York
$1.11M 112,210 -26,652 -19%
BAM
73
Bosun Asset Management
Illinois
$1.04M 104,607 -97,044 -48%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.01M 102,286 +7,995 +8%
WAM
75
Wakefield Asset Management
Colorado
$989K 99,806 +99,806 New
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