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WisdomTree
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in WisdomTree in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
70
Reduced
72
Closed
24
Calls
$316K
Puts
$46K
Net Calls
+$270K
Net Calls Change
+$268K

Top Buyers

1
Invesco
Invesco
Georgia
$20.5M
2
SCM
Simcoe Capital Management
New York
$10.7M
3
Macquarie Group
Macquarie Group
Australia
$10.3M
4
Victory Capital Management
Victory Capital Management
Texas
$9.18M
5
ACL
Azora Capital LP
Florida
$79M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$98.9M
2
Morgan Stanley
Morgan Stanley
New York
$16.8M
3
Citadel Advisors
Citadel Advisors
Florida
$827K
4
TI
Tidal Investments
Wisconsin
$4.56M
5
BA
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$280K -$68.1K -7,406 -20%
Wolverine Trading
127
Wolverine Trading
Illinois
$273K +$146K +15,896 +115%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$272K -$24.8K -2,700 -8%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$269K – – –
ProShare Advisors
130
ProShare Advisors
Maryland
$250K +$17.6K +1,920 +8%
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$219K +$165 +18 +0.1%
OC
132
Oppenheimer & Co
New York
$198K +$198K +21,500 New
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$192K +$192K +20,877 New
VF
134
Virtu Financial
New York
$191K +$66K +7,174 +53%
CC
135
Cipher Capital
New York
$186K +$186K +20,256 New
SCA
136
SMH Capital Advisors
Texas
$183K +$13.8K +1,500 +8%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$176K -$390K -42,428 -69%
MOACM
138
Mutual of America Capital Management
New York
$175K -$2.79K -304 -2%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$169K +$169K +18,354 New
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$168K – – –
FIM
141
Freedom Investment Management
Connecticut
$162K -$37.2K -4,048 -19%
DTL
142
Dynamic Technology Lab
Singapore
$151K -$35.6K -3,866 -19%
RJA
143
Raymond James & Associates
Florida
$149K +$6.13K +667 +4%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$142K +$3.69K +400 +3%
Connor, Clark & Lunn Investment Management (CC&L)
145
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$142K +$142K +15,449 New
NA
146
Navellier & Associates
Nevada
$139K +$10.6K +1,157 +8%
QOP
147
Quinn Opportunity Partners
Virginia
$130K -$726K -79,041 -85%
AIP
148
Ameritas Investment Partners
Nebraska
$125K – – –
Simplex Trading
149
Simplex Trading
Illinois
$118K +$44.9K +4,899 +61%
SFI
150
Susquehanna Fundamental Investments
Pennsylvania
$118K +$118K +12,797 New
4 5
6
7 8