WT icon

WisdomTree

169 hedge funds and large institutions have $642M invested in WisdomTree in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
67
Closed
17
Calls
$2.62M
Puts
$2.87M
Net Calls
-$256K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
126
Raymond James & Associates
Florida
$86K +$770 +126 +0.9%
WT
127
Whittier Trust
California
$81K +$9.95K +1,631 +14%
VCG
128
Vantage Consulting Group
Virginia
$80K -$9.21K -1,501 -10%
SA
129
Syntax Advisors
New York
$80K +$80K +13,039 New
AQR Capital Management
130
AQR Capital Management
Connecticut
$75K -$52.3K -8,583 -41%
XT
131
XTX Topco
Cayman Islands
$73K -$47.9K -7,804 -40%
PA
132
Profund Advisors
Maryland
$72K -$1.4K -228 -2%
CIBC Asset Management
133
CIBC Asset Management
Ontario, Canada
$72K +$6.74K +1,097 +10%
AIP
134
Ameritas Investment Partners
Nebraska
$71K
Wolverine Trading
135
Wolverine Trading
Illinois
$71K +$1.1K +181 +2%
Simplex Trading
136
Simplex Trading
Illinois
$70K -$108K -17,740 -61%
CGH
137
Crossmark Global Holdings
Texas
$65K
GCM
138
Graham Capital Management
Connecticut
$62K +$62K +10,230 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$60K -$852 -139 -1%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$57K -$1.07K -180 -2%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K -$2.9K -474 -5%
EVM
142
Eaton Vance Management
Massachusetts
$41K +$555 +91 +1%
AWM
143
Avior Wealth Management
Nebraska
$34K +$24 +4 +0.1%
SWA
144
Sutton Wealth Advisors
Florida
$34K +$251 +41 +0.7%
APA
145
American Portfolios Advisors
New York
$33.9K +$116 +19 +0.3%
TRCT
146
Tower Research Capital (TRC)
New York
$25K -$113K -18,443 -82%
HPC
147
HM Payson & Co
Maine
$21K -$15.6K -2,600 -43%
WTC
148
WhitTier Trust Company
Nevada
$18K
QCG
149
Quadrant Capital Group
Ohio
$18K
SWM
150
Spire Wealth Management
Virginia
$16K -$8.84K -1,485 -36%