WT icon

WisdomTree

150 hedge funds and large institutions have $659M invested in WisdomTree in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
48
Reduced
57
Closed
13
Calls
$937K
Puts
$1.24M
Net Calls
-$305K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$35K -$828 -134 -2%
SWA
127
Sutton Wealth Advisors
Florida
$34.4K
APA
128
American Portfolios Advisors
New York
$34.2K +$131 +21 +0.4%
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$31K
SWM
130
Spire Wealth Management
Virginia
$27K +$27K +4,318 New
WTC
131
WhitTier Trust Company
Nevada
$18K
Macquarie Group
132
Macquarie Group
Australia
$15K -$7.12K -1,138 -32%
QCG
133
Quadrant Capital Group
Ohio
$6K
TWA
134
TCI Wealth Advisors
Arizona
$6K
NFG
135
Next Financial Group
Texas
$6K +$6K +1,012 New
ATC
136
Adirondack Trust Company
New York
$4K
PFBT
137
Parkside Financial Bank & Trust
Missouri
$4K
EVM
138
Eaton Vance Management
Massachusetts
$4K +$4K +667 New
RF
139
Robbins Farley
New Hampshire
$3K +$3K +500 New
NSIM
140
North Star Investment Management
Illinois
$2K -$36.7K -5,750 -95%
RCA
141
Ranch Capital Advisors
Florida
$2K +$2K +400 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K
AIG
143
American International Group
New York
$565 -$5 -734 -0.8%
HA
144
Heartland Advisors
Wisconsin
-$3.21M -600,000 Closed
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
-$1.86M -347,000 Closed
Marshall Wace
146
Marshall Wace
United Kingdom
-$1.34M -250,599 Closed
E
147
Ergoteles
New York
-$577K -107,789 Closed
MSA
148
Mason Street Advisors
Wisconsin
-$223K -41,611 Closed
Two Sigma Investments
149
Two Sigma Investments
New York
-$112K -20,925 Closed
MFG
150
Magnus Financial Group
New York
-$77K -14,354 Closed