WisdomTree
176 hedge funds and large institutions have $659M invested in WisdomTree in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 10 closing their positions.
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
186% more call options, than puts
Call options by funds: $2.12M | Put options by funds: $742K
17% more funds holding
Funds holding: 150 → 176 (+26)
15% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 52
0.75% more ownership
Funds ownership: 70.38% → 71.13% (+0.75%)
0% more capital invested
Capital invested by funds: $659M → $659M (+$649K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$8.18M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$7.17M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.7M |
| 4 |
Morgan Stanley
New York
|
+$3.81M |
| 5 |
Bank of New York Mellon
New York
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$26.8M |
| 2 |
BlackRock
New York
|
-$5.57M |
| 3 |
Renaissance Technologies
New York
|
-$4.61M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$1.77M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.75M |
WT Hedge Fund Activity: Q2 2021 in Review
176 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2021, worth a combined $659M — up 0.1% from $659M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new WT positions and 10 closed out — a net gain of 26 holders — while 60 added to existing stakes and 52 trimmed.
The largest buyer was Millennium Management, adding an estimated $8.18M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $26.8M.
- 176 institutional investors held WisdomTree (WT) as of Q2 2021, up from 150 in Q1 2021.
- Funds reported $659M of WisdomTree stock for Q2 2021, up 0.1% quarter-over-quarter.
- 36 funds opened new WisdomTree positions in Q2 2021 and 10 closed out, a net change of +26 holders.
- The largest WisdomTree buyer in Q2 2021 was Millennium Management, an estimated $8.18M added.
- The largest WisdomTree seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $26.8M sold.
Based on aggregated 13F filings for Q2 2021.