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WisdomTree
WT

Overview Fund Activity

156 hedge funds and large institutions have $518M invested in WisdomTree in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-7
Holders Change %
-4.29%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
65
Reduced
49
Closed
19
Calls
$576K
Puts
$476K
Net Calls
+$100K
Net Calls Change
+$219K

Top Buyers

1
BA
1
Bridgewater Associates
Connecticut
$17.5M
2
Millennium Management
2
Millennium Management
New York
$9.66M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$40.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.57M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
ACL
2
Azora Capital LP
Florida
$34.4M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$522K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.59M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$29K +$16.4K +3,496 +131%
AWM
127
Avior Wealth Management
Nebraska
$26K +$23 +5 +0.1%
SWA
128
Sutton Wealth Advisors
Florida
$26K +$108 +23 +0.4%
APA
129
American Portfolios Advisors
New York
$23.7K +$98 +21 +0.4%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$19K -$425 -89 -2%
HPC
131
HM Payson & Co
Maine
$12K -$4.8K -1,000 -29%
FHA
132
First Horizon Advisors
Tennessee
$12K +$1.88K +409 +19%
Macquarie Group
133
Macquarie Group
Australia
$11K -$12K -2,399 Closed
VCM
134
Versant Capital Management
Arizona
$10K – – –
WT
135
Whittier Trust
California
$8K – – –
UBS Group
136
UBS Group
Switzerland
$5K – – –
TWA
137
TCI Wealth Advisors
Arizona
$4K – – –
QCG
138
Quadrant Capital Group
Ohio
$4K – – –
IA
139
IFP Advisors
Florida
$4K – – –
ATC
140
Adirondack Trust Company
New York
$3K – – –
PFBT
141
Parkside Financial Bank & Trust
Missouri
$3K +$8 +2 +0.3%
SWM
142
Spire Wealth Management
Virginia
$3K +$19 +4 +0.6%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$2K -$200 -40 -9%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$2K +$754 +178 +61%
NSIM
145
North Star Investment Management
Illinois
$1K – – –
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$1K +$1K +150 New
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$75 -$1 -105 -0.7%
Wellington Management Group
148
Wellington Management Group
Massachusetts
– -$5.3M -1,045,088 Closed
QOP
149
Quinn Opportunity Partners
Virginia
– -$1.03M -203,291 Closed
Walleye Capital
150
Walleye Capital
New York
– -$362K -71,329 Closed
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