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WisdomTree
WT

Overview Fund Activity

150 hedge funds and large institutions have $545M invested in WisdomTree in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-16
Holders Change %
-9.64%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
66
Closed
28
Calls
$567K
Puts
$214K
Net Calls
+$353K
Net Calls Change
+$386K

Top Buyers

1
ACL
Azora Capital LP
Florida
+$19.4M
2
Bank of America
Bank of America
North Carolina
+$5.33M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$4.2M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.79M
5
Morgan Stanley
Morgan Stanley
New York
+$2.69M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$3.5M
2
TCM
TimesSquare Capital Management
New York
-$3.2M
3
FAM
Fred Alger Management
New York
-$2.83M
4
GC
Gillson Capital
Illinois
-$2.66M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$31K -$4.39K -821 -12%
SWA
127
Sutton Wealth Advisors
Florida
$29.5K – – –
APA
128
American Portfolios Advisors
New York
$29.2K -$5.61K -1,049 -16%
WT
129
Whittier Trust
California
$28K +$3.65K +678 +15%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$27K – – –
PHK
131
Point72 Hong Kong
Hong Kong
$21K +$7.2K +1,323 +52%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$20K +$20K +3,773 New
Macquarie Group
133
Macquarie Group
Australia
$19K – – –
WTC
134
WhitTier Trust Company
Nevada
$16K – – –
QT
135
Quantbot Technologies
New York
$10K -$6.5K -1,300 -39%
TWA
136
TCI Wealth Advisors
Arizona
$5K – – –
QCG
137
Quadrant Capital Group
Ohio
$5K +$1.61K +305 +48%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$4K – – –
ATC
139
Adirondack Trust Company
New York
$3K – – –
PCG
140
Private Capital Group
Connecticut
$2K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
AIG
142
American International Group
New York
$488 -$13 -2,417 -3%
TCM
143
TimesSquare Capital Management
New York
– -$3.2M -1,000,000 Closed
FAM
144
Fred Alger Management
New York
– -$2.83M -885,433 Closed
CIA
145
Capital Impact Advisors
Massachusetts
– -$1.04M -325,644 Closed
CIA
146
CSat Investment Advisory
Michigan
– -$907K -283,533 Closed
HF
147
HRT Financial
New York
– -$486K -152,112 Closed
MWNA
148
Marshall Wace North America
New York
– -$432K -135,198 Closed
SEI Investments
149
SEI Investments
Pennsylvania
– -$291K -91,000 Closed
PP
150
Paloma Partners
Connecticut
– -$184K -57,500 Closed
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