WisdomTree
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.
165% more call options, than puts
Call options by funds: $567K | Put options by funds: $214K
70% more capital invested
Capital invested by funds: $320M → $545M (+$225M)
1.36% more ownership
Funds ownership: 67.18% → 68.55% (+1.4%)
10% less funds holding
Funds holding: 166 → 150 (-16)
33% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 66
57% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$15.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.29M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$3.38M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$2.24M |
| 5 |
Morgan Stanley
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$3.2M |
| 2 |
FAM
Fred Alger Management
New York
|
-$2.83M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$2.82M |
| 4 |
GC
Gillson Capital
Chicago,
Illinois
|
-$2.14M |
| 5 |
Renaissance Technologies
New York
|
-$1.99M |
WT Hedge Fund Activity: Q4 2020 in Review
150 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2020, worth a combined $545M — up 70% from $320M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WT and 12 opened new positions — a net loss of 16 holders — while 66 trimmed existing stakes and 44 added.
The largest buyer was Azora Capital LP, opening a new position worth an estimated $15.6M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $3.2M sold.
- 150 institutional investors held WisdomTree (WT) as of Q4 2020, down from 166 in Q3 2020.
- Funds reported $545M of WisdomTree stock for Q4 2020, up 70% quarter-over-quarter.
- 12 funds opened new WisdomTree positions in Q4 2020 and 28 closed out, a net change of -16 holders.
- The largest WisdomTree buyer in Q4 2020 was Azora Capital LP, an estimated $15.6M added.
- The largest WisdomTree seller in Q4 2020 was TimesSquare Capital Management, an estimated $3.2M sold.
Based on aggregated 13F filings for Q4 2020.