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WisdomTree
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Overview Fund Activity

178 hedge funds and large institutions have $749M invested in WisdomTree in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
57
Reduced
68
Closed
26
Calls
$485K
Puts
$2K
Net Calls
+$483K
Net Calls Change
+$428K

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$52.7M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$26.3M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.55M
5
State Street
5
State Street
Massachusetts
$35.6M

Top Sellers

1
GC
1
Gillson Capital
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$5.99M
3
Citadel Advisors
3
Citadel Advisors
Florida
$28.4K
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$100M
5
P2P
5
Phase 2 Partners
California
$6.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$137K 19,589 +7,921 +68%
Victory Capital Management
127
Victory Capital Management
Texas
$135K 19,276 +293 +2%
SCA
128
SMH Capital Advisors
Texas
$130K 18,554 -8,942 -33%
Man Group
129
Man Group
United Kingdom
– – – –
Wolverine Trading
130
Wolverine Trading
Illinois
$114K 16,347 +16,347 New
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$114K 16,232 +16,232 New
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$106K 14,748 -321 -2%
RJA
133
Raymond James & Associates
Florida
$102K 14,593 +14,593 New
TCM
134
Teza Capital Management
Illinois
$101K 14,395 -941 -6%
Amundi
135
Amundi
France
$99.2K 14,518 – –
AIP
136
Ameritas Investment Partners
Nebraska
$95.3K 13,617 +1,961 +17%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$95K 13,570 +890 +7%
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$94.4K 13,492 +13,492 New
UBS Group
139
UBS Group
Switzerland
$92.8K 13,263 -105,068 -89%
Group One Trading
140
Group One Trading
Illinois
$92.3K 13,190 +4,815 +57%
NA
141
Navellier & Associates
Nevada
$88.3K 12,615 +12,615 New
AWM
142
AE Wealth Management
Kansas
$87.9K 12,555 -74,222 -86%
IPW
143
Impact Partnership Wealth
Georgia
$83.9K 11,984 +1,721 +17%
SPIA
144
Steward Partners Investment Advisory
New York
$83.3K 11,900 -6,100 -34%
CC
145
Corton Capital
Ontario, Canada
$76.6K 10,947 -1,131 -9%
OAC
146
OMERS Administration Corp
Ontario, Canada
$70.7K 10,100 +10,100 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$68.5K 9,790 +98 +1%
TRCT
148
Tower Research Capital (TRC)
New York
$66.1K 9,442 +3,559 +60%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$55.8K 7,973 +590 +8%
AWM
150
Avior Wealth Management
Nebraska
$40K 5,710 +4 +0.1%
4 5
6
7 8