WT icon

WisdomTree
WT

Overview Fund Activity

232 hedge funds and large institutions have $1.23B invested in WisdomTree in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
96
Reduced
65
Closed
31
Calls
$271K
Puts
$516K
Net Calls
-$245K
Net Calls Change
-$359K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$28.6M
2
ACL
Azora Capital LP
Florida
$106M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$9.5M
4
Citadel Advisors
Citadel Advisors
Florida
$8.41M
5
BlackRock
BlackRock
New York
$191M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$43.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
$70.5M
3
Millennium Management
Millennium Management
New York
$3.21M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
ALPS Advisors
Colorado
$369K -$36.4K -3,640 -9%
AB
127
Amalgamated Bank
New York
$360K +$9.85K +986 +3%
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$356K +$356K +35,663 New
LCS
129
Levin Capital Strategies
New York
$354K -$367K -36,739 -51%
ASRS
130
Arizona State Retirement System
Arizona
$349K +$9.62K +963 +3%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$349K -$128K -12,740 -27%
AIMCA
132
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$346K – – –
IIM
133
INTECH Investment Management
Florida
$345K +$345K +34,505 New
IPW
134
Impact Partnership Wealth
Georgia
$344K +$11.1K +1,108 +3%
NSIM
135
North Star Investment Management
Illinois
$343K +$340K +34,000 +10,863%
NAM
136
NorthCrest Asset Manangement
Minnesota
$339K – – –
OC
137
Oppenheimer & Co
New York
$335K +$9.99K +1,000 +3%
GCP
138
GSA Capital Partners
United Kingdom
$333K +$333K +33,307 New
Los Angeles Capital Management
139
Los Angeles Capital Management
California
$327K +$174K +17,410 +113%
BEI
140
Benjamin Edwards Inc
Missouri
$307K +$191K +19,139 +165%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$304K – – –
Truist Financial
142
Truist Financial
North Carolina
$303K +$40.9K +4,099 +16%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$286K -$17.6K -1,759 -6%
Amundi
144
Amundi
France
$284K +$28.6K +2,904 +11%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$280K +$9.99K +1,000 +4%
EC
146
EntryPoint Capital
New York
$277K +$277K +27,752 New
PTC
147
Petrus Trust Company
Texas
$273K +$103K +10,327 +61%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$259K +$2.75K +275 +1%
SSA
149
Schonfeld Strategic Advisors
New York
$258K -$9.11K -912 -3%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$254K +$13.8K +1,386 +6%
4 5
6
7 8