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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.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+33
Holders Change %
+22.3%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
61
Reduced
48
Closed
13
Calls
$66K
Puts
$11K
Net Calls
+$55K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
126
Everence Capital Management
Indiana
$145K
ProShare Advisors
127
ProShare Advisors
Maryland
$144K +$12.7K +1,849 +10%
Victory Capital Management
128
Victory Capital Management
Texas
$130K -$1.94K -282 -1%
HighTower Advisors
129
HighTower Advisors
Illinois
$125K +$38.9K +5,645 +45%
SPIA
130
Steward Partners Investment Advisory
New York
$123K -$20.6K -3,000 -14%
AQR Capital Management
131
AQR Capital Management
Connecticut
$113K +$113K +16,414 New
TCM
132
Teza Capital Management
Illinois
$105K +$105K +15,336 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$105K -$47.2K -6,757 -31%
Verition Fund Management
134
Verition Fund Management
Connecticut
$105K +$105K +15,240 New
Amundi
135
Amundi
France
$99K -$4.34K -636 -4%
William Blair & Company
136
William Blair & Company
Illinois
$89.2K +$89.2K +13,000 New
Jane Street
137
Jane Street
New York
$88.8K +$88.8K +12,949 New
QT
138
Quantamental Technologies
New York
$87.5K +$87.5K +12,759 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$87K -$1.51K -220 -2%
JF
140
Jump Financial
Illinois
$85.4K -$161K -23,450 -65%
CC
141
Corton Capital
Ontario, Canada
$82.9K +$82.9K +12,078 New
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$81K +$12.1K +1,736 +17%
AIP
143
Ameritas Investment Partners
Nebraska
$80K
TSS
144
Two Sigma Securities
New York
$75.6K +$75.6K +11,025 New
ACM
145
Aquatic Capital Management
Illinois
$73K +$73K +10,600 New
IPW
146
Impact Partnership Wealth
Georgia
$70.4K +$70.4K +10,263 New
AIM
147
Aigen Investment Management
New York
$69.8K -$53K -7,732 -43%
VCG
148
Vantage Consulting Group
Virginia
$68.7K -$30.6K -4,462 -31%
SA
149
Syntax Advisors
New York
$68.7K -$30.6K -4,462 -31%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$66.5K +$1.72K +251 +3%