WT icon

WisdomTree
WT

Overview Fund Activity

148 hedge funds and large institutions have $633M invested in WisdomTree in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
45
Reduced
61
Closed
28
Calls
$232K
Puts
$1K
Net Calls
+$231K
Net Calls Change
+$202K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$12.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$12.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$87.4M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$3.48M

Top Sellers

1
LPC
Lion Point Capital
New York
$0
2
Invesco
Invesco
Georgia
$2.31M
3
DCM
Difesa Capital Management
New York
$0
4
BA
Bridgewater Associates
Connecticut
$21.6M
5
Charles Schwab
Charles Schwab
California
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$33.4K +$29 +5 +0.1%
FHA
127
First Horizon Advisors
Tennessee
$15.9K +$117 +20 +0.7%
VCM
128
Versant Capital Management
Arizona
$12.3K – – –
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$10K – – –
WT
130
Whittier Trust
California
$9.56K – – –
HPC
131
HM Payson & Co
Maine
$8.79K -$5.86K -1,000 -40%
QCG
132
Quadrant Capital Group
Ohio
$7.36K – – –
TWA
133
TCI Wealth Advisors
Arizona
$5.53K – – –
UBS Group
134
UBS Group
Switzerland
$5.22K -$18.8K -3,213 -78%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$4.82K +$4.82K +822 New
PFBT
136
Parkside Financial Bank & Trust
Missouri
$4.19K – – –
ATC
137
Adirondack Trust Company
New York
$3.52K – – –
VWM
138
Venturi Wealth Management
Texas
$2.81K +$2.81K +480 New
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$2K +$5 +1 +0.3%
NSIM
140
North Star Investment Management
Illinois
$1.83K – – –
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$1K – – –
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$527 – – –
WTC
143
WhitTier Trust Company
Nevada
$474 – – –
FFA
144
Farther Finance Advisors
California
$416 – – –
ECM
145
Everence Capital Management
Indiana
$125 +$125 +21,350 New
HNB
146
Huntington National Bank
Ohio
$6 – – –
LPC
147
Lion Point Capital
New York
– -$26.5M -4,521,979 Closed
DCM
148
Difesa Capital Management
New York
– -$3.91M -717,900 Closed
Fuller & Thaler Asset Management
149
Fuller & Thaler Asset Management
California
– -$2.88M -527,735 Closed
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
– -$517K -94,775 Closed
3 4 5
6
7