WisdomTree
178 hedge funds and large institutions have $749M invested in WisdomTree in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 26 closing their positions.
24,150% more call options, than puts
Call options by funds: $485K | Put options by funds: $2K
4% more capital invested
Capital invested by funds: $720M → $749M (+$28.3M)
0.7% more ownership
Funds ownership: 70.44% → 71.14% (+0.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 181 → 178 (-3)
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
16% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$18.3M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$14.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.55M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gillson Capital
Chicago,
Illinois
|
-$7.62M |
| 2 |
Millennium Management
New York
|
-$6.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.13M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.24M |
| 5 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$2.84M |
WT Hedge Fund Activity: Q3 2023 in Review
178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2023, worth a combined $749M — up 3.9% from $720M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WT and 23 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 57 added.
The largest buyer was Azora Capital LP, adding an estimated $18.3M. The largest seller was Gillson Capital, exiting entirely with an estimated $7.62M sold.
- 178 institutional investors held WisdomTree (WT) as of Q3 2023, down from 181 in Q2 2023.
- Funds reported $749M of WisdomTree stock for Q3 2023, up 3.9% quarter-over-quarter.
- 23 funds opened new WisdomTree positions in Q3 2023 and 26 closed out, a net change of -3 holders.
- The largest WisdomTree buyer in Q3 2023 was Azora Capital LP, an estimated $18.3M added.
- The largest WisdomTree seller in Q3 2023 was Gillson Capital, an estimated $7.62M sold.
Based on aggregated 13F filings for Q3 2023.