WT icon

WisdomTree
WT

Overview Fund Activity

168 hedge funds and large institutions have $371M invested in WisdomTree in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
71
Reduced
48
Closed
23
Calls
$112K
Puts
$351K
Net Calls
-$239K
Net Calls Change
-$2.33M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$11.4M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$6.85M
3
BlackRock
BlackRock
New York
+$5.72M
4
CIA
Capital Impact Advisors
Massachusetts
+$3.35M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.98M

Top Sellers

1
SCM
Simcoe Capital Management
New York
-$8.32M
2
Millennium Management
Millennium Management
New York
-$7.07M
3
Deutsche Bank
Deutsche Bank
Germany
-$6.55M
4
ClearBridge Investments
ClearBridge Investments
New York
-$6.11M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$41K -$345K -100,400 -89%
PCM
127
Prelude Capital Management
New York
$41K – – –
AIP
128
Ameritas Investment Partners
Nebraska
$40K – – –
RJA
129
Raymond James & Associates
Florida
$38K +$38K +10,995 New
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$37.6K -$1.18M -339,710 -97%
CGH
131
Crossmark Global Holdings
Texas
$36K – – –
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K +$3.08K +886 +10%
AC
133
AlphaCore Capital
California
$32K +$317 +90 +1%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$25K – – –
AWM
135
Avior Wealth Management
Nebraska
$22K +$60 +18 +0.3%
VCM
136
Versant Capital Management
Arizona
$22K +$6.23K +1,869 +40%
APA
137
American Portfolios Advisors
New York
$20.4K +$1.19K +342 +6%
Osaic Holdings
138
Osaic Holdings
Arizona
$20K -$1.61K -469 -7%
MOACM
139
Mutual of America Capital Management
New York
$20K +$1.51K +433 +8%
SWA
140
Sutton Wealth Advisors
Florida
$19.1K – – –
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$13K +$8.05K +2,360 +163%
LIA
143
LS Investment Advisors
Michigan
$12K – – –
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +3,500 New
Macquarie Group
145
Macquarie Group
Australia
$12K +$12K +3,537 New
PHK
146
Point72 Hong Kong
Hong Kong
$11K +$7.23K +2,045 +191%
WTC
147
WhitTier Trust Company
Nevada
$10K – – –
FHA
148
Flagship Harbor Advisors
Massachusetts
$10K – – –
GT
149
Glenmede Trust
Pennsylvania
$3K +$681 +228 +29%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$2K -$597 -207 -23%
4 5
6
7 8