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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
Nordea Investment Management
51
Nordea Investment Management
Sweden
$4.1M +$107K +9,912 +3%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$3.84M -$80.6K -7,443 -2%
First Trust Advisors
53
First Trust Advisors
Illinois
$3.83M -$1.46M -135,151 -27%
Ameriprise
54
Ameriprise
Minnesota
$3.71M +$375K +34,670 +11%
Legal & General Group
55
Legal & General Group
United Kingdom
$3.61M +$66.2K +6,114 +2%
American Century Companies
56
American Century Companies
Missouri
$3.49M +$452K +41,737 +14%
Credit Agricole
57
Credit Agricole
France
$3.35M +$2.31M +213,774 +204%
Deutsche Bank
58
Deutsche Bank
Germany
$3.32M +$427K +39,434 +14%
Bank of America
59
Bank of America
North Carolina
$3.3M +$1.64M +151,926 +94%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.99M +$353K +32,576 +13%
HF
61
HRT Financial
New York
$2.97M +$3.06M +282,699 New
Connor, Clark & Lunn Investment Management (CC&L)
62
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.93M +$3.02M +279,275 New
Barclays
63
Barclays
United Kingdom
$2.86M +$40.2K +3,712 +1%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$2.84M +$2.93M +270,679 New
Marshall Wace
65
Marshall Wace
United Kingdom
$2.77M -$1.19M -109,928 -29%
QT
66
Quantbot Technologies
New York
$2.77M +$145K +13,439 +5%
TI
67
Trexquant Investment
Connecticut
$2.7M +$2.79M +257,523 New
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$2.58M +$2.66M +245,325 New
RIL
69
Rothschild Investment LLC
Illinois
$2.57M +$180K +16,602 +7%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M -$186K -17,183 -7%
Swiss National Bank
71
Swiss National Bank
Switzerland
$2.41M -$97.4K -9,000 -4%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$2.37M +$2.09M +193,207 +590%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$2.24M +$1.89K +175 +0.1%
HKAM
74
Horizon Kinetics Asset Management
New York
$2.15M -$21.3K -1,964 -1%
Jane Street
75
Jane Street
New York
$2.07M +$1.18M +109,062 +124%

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.