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WisdomTree
WT

Overview Fund Activity

163 hedge funds and large institutions have $561M invested in WisdomTree in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-13
Holders Change %
-7.39%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
60
Reduced
56
Closed
26
Calls
$429K
Puts
$548K
Net Calls
-$119K
Net Calls Change
-$337K

Top Buyers

1
ACL
Azora Capital LP
Florida
$40.7M
2
BA
Bridgewater Associates
Connecticut
$11.2M
3
GC
Gillson Capital
Illinois
$5.49M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$41.3M
5
SSA
Schonfeld Strategic Advisors
New York
$5.08M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$10.8M
2
CCPM
Cooper Creek Partners Management
New York
$0
3
ACH
ArrowMark Colorado Holdings
Colorado
$75.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$752K
5
BCM
BlueMar Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
126
CIBC Asset Management
Ontario, Canada
$57K -$2.33K -461 -4%
CGH
127
Crossmark Global Holdings
Texas
$54K – – –
SOW
128
State of Wyoming
Wyoming
$53K -$46.2K -9,054 -47%
GCP
129
GSA Capital Partners
United Kingdom
$51K -$70.3K -13,796 -58%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$47K -$308 -62 -0.7%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K -$2.65K -519 -6%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$32.6K -$10.5K -2,065 -24%
SWA
133
Sutton Wealth Advisors
Florida
$28K +$91 +18 +0.3%
AWM
134
Avior Wealth Management
Nebraska
$28K +$25 +5 +0.1%
APA
135
American Portfolios Advisors
New York
$25.6K +$96 +19 +0.4%
Federated Hermes
136
Federated Hermes
Pennsylvania
$21K -$1.08M -210,128 -98%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$21K -$49K -9,499 -70%
HPC
138
HM Payson & Co
Maine
$18K – – –
PHK
139
Point72 Hong Kong
Hong Kong
$16K +$16K +3,119 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$13K +$2.07K +425 +19%
Macquarie Group
141
Macquarie Group
Australia
$12K – – –
VCM
142
Versant Capital Management
Arizona
$11K -$183 -35 -2%
FHA
143
First Horizon Advisors
Tennessee
$10K +$9.45K +2,077 +1,731%
WT
144
Whittier Trust
California
$8K – – –
TWA
145
TCI Wealth Advisors
Arizona
$5K – – –
UBS Group
146
UBS Group
Switzerland
$5K – – –
QCG
147
Quadrant Capital Group
Ohio
$5K – – –
Barrow, Hanley, Mewhinney & Strauss
148
Barrow, Hanley, Mewhinney & Strauss
Texas
$4K -$652 -141 -14%
IA
149
IFP Advisors
Florida
$4K – – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$4K +$107 +19 +3%
4 5
6
7 8