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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
Wells Fargo
76
Wells Fargo
California
$2.03M +$308K +28,497 +17%
GCM
77
Graham Capital Management
Connecticut
$2.02M +$901K +83,243 +77%
Citigroup
78
Citigroup
New York
$1.95M -$51.2K -4,726 -2%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$1.85M +$1.91M +176,400 New
CJ
80
Caitlin John
Michigan
$1.85M +$53.4K +4,936 +3%
JCIA
81
Jackson Creek Investment Advisors
Colorado
$1.84M -$59.1K -5,458 -3%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$1.69M +$52K +4,800 +3%
AllianceBernstein
83
AllianceBernstein
Tennessee
$1.59M +$390 +36 +0%
BAM
84
Bosun Asset Management
Illinois
$1.49M +$168K +15,490 +12%
Canada Life
85
Canada Life
Manitoba, Canada
$1.48M -$123K -11,358 -7%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$1.45M +$244K +22,550 +20%
Verition Fund Management
87
Verition Fund Management
Connecticut
$1.39M +$973K +89,867 +211%
CCM
88
CAAS Capital Management
New York
$1.36M +$594K +54,863 +74%
EGM
89
Engineers Gate Manager
New York
$1.35M +$432K +39,862 +45%
Prudential Financial
90
Prudential Financial
New Jersey
$1.34M -$137K -12,700 -9%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.34M +$889K +82,165 +182%
IQI
92
Integrated Quantitative Investments
Washington
$1.3M +$1.34M +123,888 New
GC
93
Globeflex Capital
California
$1.27M
DZ Bank
94
DZ Bank
Germany
$1.24M -$1.02M -94,315 -44%
Stifel Financial
95
Stifel Financial
Missouri
$1.2M +$383K +35,397 +45%
SSA
96
Schonfeld Strategic Advisors
New York
$1.2M +$957K +88,400 +343%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$1.18M +$839K +77,489 +223%
Fisher Asset Management
98
Fisher Asset Management
Washington
$1.17M
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$57.3K -5,293 -5%
GF
100
Gabelli Funds
New York
$1.15M +$971K +89,717 +449%

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.