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WisdomTree
WT

Overview Fund Activity

168 hedge funds and large institutions have $556M invested in WisdomTree in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
68
Reduced
50
Closed
20
Calls
$20.4M
Puts
$15.7M
Net Calls
+$4.68M
Net Calls Change
+$22.5M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$9.84M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$6.61M
3
BlackRock
BlackRock
New York
+$5.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.95M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$2.93M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.35M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$6.04M
3
ACL
Azora Capital LP
Florida
-$6.02M
4
TCM
TimesSquare Capital Management
New York
-$5.82M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
XM
126
XTX Markets
New York
$76K +$76K +15,685 New
TP
127
Truvvo Partners
New York
$72K – – –
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$70K +$70K +14,520 New
SG Americas Securities
129
SG Americas Securities
New York
$68K -$277K -57,303 -80%
PA
130
Profund Advisors
Maryland
$62K -$8.36K -1,734 -12%
SCA
131
SMH Capital Advisors
Texas
$57K +$2.31K +480 +4%
AIP
132
Ameritas Investment Partners
Nebraska
$56K +$8.3K +1,728 +17%
SCM
133
Shelton Capital Management
Colorado
$55K – – –
Squarepoint
134
Squarepoint
New York
$55K +$55K +11,383 New
CGH
135
Crossmark Global Holdings
Texas
$51K +$49 +10 +0.1%
Truist Financial
136
Truist Financial
North Carolina
$49K +$49K +10,117 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K +$11.1K +2,283 +40%
WTC
138
WhitTier Trust Company
Nevada
$38K -$74.4K -15,386 -66%
IUHSA
139
Itau Unibanco Holding S.A.
Brazil
$37K +$37K +7,702 New
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$34K – – –
AWM
141
Avior Wealth Management
Nebraska
$32K +$52 +11 +0.2%
QT
142
Quantbot Technologies
New York
$29K +$29K +6,100 New
APA
143
American Portfolios Advisors
New York
$28.1K +$121 +25 +0.4%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$24K – – –
MOACM
145
Mutual of America Capital Management
New York
$20K -$802 -169 -4%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$17K -$5.37K -1,140 -24%
LIA
147
LS Investment Advisors
Michigan
$16K – – –
FHA
148
Flagship Harbor Advisors
Massachusetts
$14K – – –
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$11K +$4.17K +885 +61%
OAM
150
Oppenheimer Asset Management
New York
$10K -$706 -140 -7%
4 5
6
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