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WisdomTree
WT

Overview Fund Activity

158 hedge funds and large institutions have $590M invested in WisdomTree in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
57
Reduced
45
Closed
21
Calls
$42K
Puts
$13K
Net Calls
+$29K
Net Calls Change
-$71K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$86.8M
2
Invesco
2
Invesco
Georgia
$8.06M
3
BA
3
Bridgewater Associates
Connecticut
$23.7M
4
CM
4
Capital Management
Virginia
$10.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.3M

Top Sellers

1
P2P
1
Phase 2 Partners
California
$0
2
IP
2
Interval Partners
New York
$1.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$736K
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$722K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$31.1K +$27 +5 +0.1%
SWA
127
Sutton Wealth Advisors
Florida
$30.3K – – –
SSG
128
Summit Securities Group
New York
$25K +$25K +4,591 New
UBS Group
129
UBS Group
Switzerland
$22.4K +$16.7K +3,064 +295%
Simplex Trading
130
Simplex Trading
Illinois
$22K +$22K +4,072 New
Dimensional Fund Advisors
131
Dimensional Fund Advisors
Texas
$16.8K +$84 +15,384 +0.5%
FHA
132
First Horizon Advisors
Tennessee
$14.7K +$501 +92 +4%
HPC
133
HM Payson & Co
Maine
$13.6K – – –
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$13K -$29.3K -5,490 -69%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$11.9K -$21.8K -3,992 -65%
VCM
136
Versant Capital Management
Arizona
$11.5K – – –
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$9.35K +$9.35K +1,715 New
WT
138
Whittier Trust
California
$8.89K – – –
QCG
139
Quadrant Capital Group
Ohio
$6.85K +$1.68K +309 +33%
TWA
140
TCI Wealth Advisors
Arizona
$5.14K – – –
IA
141
IFP Advisors
Florida
$4K – – –
PFBT
142
Parkside Financial Bank & Trust
Missouri
$3.89K – – –
ATC
143
Adirondack Trust Company
New York
$3.27K – – –
TRCT
144
Tower Research Capital (TRC)
New York
$3K -$59.6K -11,400 -95%
MCC
145
Money Concepts Capital
Florida
$2.32K +$2.32K +425 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$2K -$122 -23 -6%
NSIM
147
North Star Investment Management
Illinois
$1.71K – – –
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$1K – – –
CASC
149
Coppell Advisory Solutions Corp
Texas
$621 +$621 +114 New
CAS
150
Coppell Advisory Solutions
Texas
$621 +$621 +114 New
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