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WisdomTree
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Overview Fund Activity

176 hedge funds and large institutions have $635M invested in WisdomTree in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+7
Holders Change %
+4.14%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
53
Reduced
80
Closed
14
Calls
$598K
Puts
$380K
Net Calls
+$218K
Net Calls Change
+$474K

Top Buyers

1
LPC
Lion Point Capital
New York
+$26.5M
2
P2P
Phase 2 Partners
California
+$4.79M
3
CCPM
Cooper Creek Partners Management
New York
+$3.72M
4
CSS
Cubist Systematic Strategies
Connecticut
+$2.39M
5
CM
Capital Management
Virginia
+$2.32M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$6.29M
2
Norges Bank
Norges Bank
Norway
-$5.95M
3
Morgan Stanley
Morgan Stanley
New York
-$5.91M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.33M
5
GC
Gillson Capital
Illinois
-$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$97K – – –
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$93K – – –
MOACM
128
Mutual of America Capital Management
New York
$92K +$4.76K +811 +5%
RJA
129
Raymond James & Associates
Florida
$91K +$8.1K +1,375 +10%
SA
130
Syntax Advisors
New York
$87K +$10K +1,698 +13%
VCG
131
Vantage Consulting Group
Virginia
$87K +$10K +1,698 +13%
TI
132
Trexquant Investment
Connecticut
$81K -$150K -25,712 -65%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$81K -$112K -18,772 -58%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$81K +$23.8K +4,065 +42%
Simplex Trading
135
Simplex Trading
Illinois
$80K +$12.4K +2,108 +18%
AQR Capital Management
136
AQR Capital Management
Connecticut
$72K – – –
VF
137
Virtu Financial
New York
$72K +$72K +12,191 New
PA
138
Profund Advisors
Maryland
$71K +$2.42K +413 +4%
CIBC Asset Management
139
CIBC Asset Management
Ontario, Canada
$69K – – –
AIP
140
Ameritas Investment Partners
Nebraska
$68K – – –
Walleye Capital
141
Walleye Capital
New York
$64K +$64K +10,977 New
CGH
142
Crossmark Global Holdings
Texas
$62K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$56K -$329 -56 -0.6%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$50K -$714 -122 -1%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$49.8K -$113K -19,328 -69%
SPIA
146
Steward Partners Investment Advisory
New York
$38K +$38K +6,500 New
AWM
147
Avior Wealth Management
Nebraska
$33K +$29 +5 +0.1%
SWA
148
Sutton Wealth Advisors
Florida
$32.3K -$241 -41 -0.7%
APA
149
American Portfolios Advisors
New York
$29.5K -$3.01K -512 -9%
QT
150
Quantbot Technologies
New York
$29K -$66.5K -11,437 -70%
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