WT icon

WisdomTree
WT

Overview Fund Activity

169 hedge funds and large institutions have $642M invested in WisdomTree in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
67
Closed
17
Calls
$2.62M
Puts
$2.87M
Net Calls
-$256K
Net Calls Change
-$1.46M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$12.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.6M
3
TI
3
Tidal Investments
Wisconsin
$15.4M
4
Millennium Management
4
Millennium Management
New York
$8.01M
5
JAM
5
Jacobs Asset Management
New York
$2.6M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.96M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$45.6M
4
Ameriprise
4
Ameriprise
Minnesota
$2.93M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
151
Macquarie Group
Australia
$15K – – –
VCM
152
Versant Capital Management
Arizona
$15K – – –
TWA
153
TCI Wealth Advisors
Arizona
$10K +$306 +50 +3%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$4K -$106 -19 -3%
ATC
155
Adirondack Trust Company
New York
$4K – – –
EC
156
Elequin Capital
New York
$3K +$3K +493 New
NSIM
157
North Star Investment Management
Illinois
$2K – – –
ACM
158
Aquatic Capital Management
Illinois
$2K +$2K +300 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$2K +$2K +300 New
STCOSD
160
Sageworth Trust Company of South Dakota
South Dakota
$2K +$2K +367 New
ST
161
Sageworth Trust
Pennsylvania
$1K -$3.36K -370 -77%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$1K -$10 -1 -1%
IA
163
IFP Advisors
Florida
$1K – – –
BEI
164
Benjamin Edwards Inc
Missouri
$1K +$1K +220 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +229 New
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$450 -$13 -2,066 -3%
Marshall Wace
167
Marshall Wace
United Kingdom
– -$1.82M -320,709 Closed
DCM
168
Dupont Capital Management
Delaware
– -$523K -92,163 Closed
ECM
169
ExodusPoint Capital Management
New York
– -$415K -73,216 Closed
GCP
170
GSA Capital Partners
United Kingdom
– -$226K -39,825 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
– -$171K -30,200 Closed
SFI
172
Susquehanna Fundamental Investments
Pennsylvania
– -$133K -23,528 Closed
EGM
173
Engineers Gate Manager
New York
– -$99K -17,500 Closed
TP
174
Truvvo Partners
New York
– -$84K -14,861 Closed
CCIA
175
Campbell & Co Investment Adviser
Maryland
– -$79K -14,000 Closed
4 5 6
7
8