WisdomTree
181 hedge funds and large institutions have $720M invested in WisdomTree in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 13 closing their positions.
500% more call options, than puts
Call options by funds: $66K | Put options by funds: $11K
254% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 13
27% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 48
22% more funds holding
Funds holding: 148 → 181 (+33)
14% more capital invested
Capital invested by funds: $633M → $720M (+$87.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.84% less ownership
Funds ownership: 72.28% → 70.44% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$6.96M |
| 2 |
Bank of New York Mellon
New York
|
+$6.92M |
| 3 |
P2P
Phase 2 Partners
San Francisco,
California
|
+$5.77M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$3.32M |
| 5 |
Renaissance Technologies
New York
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$25.5M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$15.3M |
| 3 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$15.2M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$7.13M |
| 5 |
CM
Capital Management
Glen Allen,
Virginia
|
-$5.26M |
WT Hedge Fund Activity: Q2 2023 in Review
181 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2023, worth a combined $720M — up 14% from $633M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new WT positions and 13 closed out — a net gain of 33 holders — while 61 added to existing stakes and 48 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $6.96M. The largest seller was Massachusetts Financial Services, cutting an estimated $25.5M.
- 181 institutional investors held WisdomTree (WT) as of Q2 2023, up from 148 in Q1 2023.
- Funds reported $720M of WisdomTree stock for Q2 2023, up 14% quarter-over-quarter.
- 46 funds opened new WisdomTree positions in Q2 2023 and 13 closed out, a net change of +33 holders.
- The largest WisdomTree buyer in Q2 2023 was Point72 Asset Management, an estimated $6.96M added.
- The largest WisdomTree seller in Q2 2023 was Massachusetts Financial Services, an estimated $25.5M sold.
Based on aggregated 13F filings for Q2 2023.