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WisdomTree
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Overview Fund Activity

176 hedge funds and large institutions have $659M invested in WisdomTree in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
36
Increased
60
Reduced
52
Closed
10
Calls
$2.12M
Puts
$742K
Net Calls
+$1.38M
Net Calls Change
+$1.68M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$10.4M
2
TI
2
Tidal Investments
Wisconsin
$10.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.5M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22.3M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$102M
2
BlackRock
2
BlackRock
New York
$120M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$9.47M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$0
5
Bank of America
5
Bank of America
North Carolina
$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Sutton Wealth Advisors
Florida
$34.2K – – –
APA
152
American Portfolios Advisors
New York
$34.1K +$112 +18 +0.3%
CG
153
Cutler Group
California
$33K +$33K +5,346 New
SWM
154
Spire Wealth Management
Virginia
$27K +$81 +13 +0.3%
IFAM
155
Institutional & Family Asset Management
Colorado
$19K +$19K +3,000 New
WTC
156
WhitTier Trust Company
Nevada
$18K – – –
VCM
157
Versant Capital Management
Arizona
$16K -$22.4K -3,606 -58%
Macquarie Group
158
Macquarie Group
Australia
$15K – – –
TWA
159
TCI Wealth Advisors
Arizona
$8K +$1.9K +293 +31%
NFG
160
Next Financial Group
Texas
$6K – – –
QCG
161
Quadrant Capital Group
Ohio
$6K – – –
ATC
162
Adirondack Trust Company
New York
$4K – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$4K +$118 +21 +3%
WQ
164
Wealth Quarterback
New Jersey
$3K +$3K +355 New
ST
165
Sageworth Trust
Pennsylvania
$3K +$3K +480 New
NSIM
166
North Star Investment Management
Illinois
$2K – – –
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
ASN
168
Advisory Services Network
Georgia
$1K +$1K +200 New
AIG
169
American International Group
New York
$544 -$17 -2,675 -3%
California Public Employees Retirement System
170
California Public Employees Retirement System
California
– -$1.77M -283,100 Closed
JAM
171
Jacobs Asset Management
New York
– -$1.03M -165,000 Closed
Lord, Abbett & Co
172
Lord, Abbett & Co
New Jersey
– -$270K -43,200 Closed
AIM
173
Aigen Investment Management
New York
– -$189K -30,192 Closed
TCM
174
Teza Capital Management
Illinois
– -$66K -10,528 Closed
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
– -$31K -5,000 Closed
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