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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 %
Citadel Advisors
101
Citadel Advisors
Florida
$537K 54,182 -35,835 -40%
GCM
102
Graham Capital Management
Connecticut
$533K 53,804 -26,395 -33%
ADIM
103
Alpha DNA Investment Management
Maryland
$524K 52,827 +52,827 New
JFG
104
Jefferies Financial Group
New York
$496K 50,000 -36,600 -42%
HighTower Advisors
105
HighTower Advisors
Illinois
$495K 49,634 -38,144 -43%
JIR
106
James Investment Research
Ohio
$485K 48,905 +48,905 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$467K 47,546 +1,576 +3%
UM
108
UniSuper Management
Australia
$456K 46,024 – –
YCM
109
Yousif Capital Management
Michigan
$445K 44,943 -5,317 -11%
Comerica Bank
110
Comerica Bank
Texas
$415K 41,875 -4,744 -10%
DTL
111
Dynamic Technology Lab
Singapore
$407K 41,116 +24,738 +151%
AA
112
ALPS Advisors
Colorado
$402K 40,615 -214 -0.5%
KCM
113
Kennedy Capital Management
Missouri
$399K 40,216 +1,359 +3%
LCM
114
Legato Capital Management
California
$397K 40,105 – –
CM
115
Capital Management
Virginia
$393K 39,630 -582,820 -94%
MSRPS
116
Maryland State Retirement & Pension System
Maryland
$386K 38,923 -1,210 -3%
Connor, Clark & Lunn Investment Management (CC&L)
117
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$383K 38,612 +23,163 +150%
MML Investors Services
118
MML Investors Services
Massachusetts
$382K 38,549 +38,549 New
QT
119
Quantbot Technologies
New York
$361K 36,446 +36,446 New
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$358K 36,163 – –
AB
121
Amalgamated Bank
New York
$347K 35,037 +629 +2%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$343K 34,634 – –
ASRS
123
Arizona State Retirement System
Arizona
$337K 34,009 +3,022 +10%
NAM
124
NorthCrest Asset Manangement
Minnesota
$336K 33,927 +33,927 New
IPW
125
Impact Partnership Wealth
Georgia
$331K 33,359 +27,775 +497%
3 4
5
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