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WisdomTree

168 hedge funds and large institutions have $556M invested in WisdomTree in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
68
Reduced
50
Closed
20
Calls
$20.4M
Puts
$15.7M
Net Calls
+$4.68M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
151
Sutton Wealth Advisors
Florida
$9.09K +$1.58K +326 +21%
WT
152
Whittier Trust
California
$9K -$579K -113,833 -98%
AG
153
Advisor Group
Arizona
$5K -$9.98K -2,089 -67%
AIM
154
Aigen Investment Management
New York
$4K +$4K +845 New
GT
155
Glenmede Trust
Pennsylvania
$3K
ATC
156
Adirondack Trust Company
New York
$3K
AF
157
Advisornet Financial
Minnesota
$3K
PFBT
158
Parkside Financial Bank & Trust
Missouri
$2K +$770 +157 +63%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1K
PCG
160
Private Capital Group
Connecticut
$1K +$409 +97 +69%
PFMOSF
161
Philadelphia Financial Management of San Francisco
California
-$6.04M -1,155,854 Closed
ACL
162
Azora Capital LP
Florida
-$6.02M -1,152,284 Closed
SDIC
163
South Dakota Investment Council
South Dakota
-$303K -57,919 Closed
LCM
164
Laurion Capital Management
New York
-$283K -54,100 Closed
CA
165
Continental Advisors
Utah
-$268K -51,208 Closed
ACM
166
AlphaCrest Capital Management
New York
-$190K -36,400 Closed
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
-$151K -28,891 Closed
WAM
168
Weiss Asset Management
Massachusetts
-$130K -24,787 Closed
Capital Fund Management (CFM)
169
Capital Fund Management (CFM)
France
-$125K -23,900 Closed
CSIC
170
Clifford Swan Investment Counsel
California
-$114K -21,806 Closed
PI
171
PineBridge Investments
New York
-$88K -16,897 Closed
JG
172
Jefferies Group
New York
-$88K -16,874 Closed
MIG
173
McGuire Investment Group
Rhode Island
-$80K -15,372 Closed
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
-$68K -13,167 Closed
QSS
175
Quantitative Systematic Strategies
Florida
-$64K -12,217 Closed