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WisdomTree
WT

Overview Fund Activity

176 hedge funds and large institutions have $635M invested in WisdomTree in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+7
Holders Change %
+4.14%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
53
Reduced
80
Closed
14
Calls
$598K
Puts
$380K
Net Calls
+$218K
Net Calls Change
+$474K

Top Buyers

1
LPC
Lion Point Capital
New York
+$26.5M
2
P2P
Phase 2 Partners
California
+$4.79M
3
CCPM
Cooper Creek Partners Management
New York
+$3.72M
4
CSS
Cubist Systematic Strategies
Connecticut
+$2.39M
5
CM
Capital Management
Virginia
+$2.32M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$6.29M
2
Norges Bank
Norges Bank
Norway
-$5.95M
3
Morgan Stanley
Morgan Stanley
New York
-$5.91M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.33M
5
GC
Gillson Capital
Illinois
-$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
151
HM Payson & Co
Maine
$21K – – –
SWM
152
Spire Wealth Management
Virginia
$15K -$413 -72 -3%
TRCT
153
Tower Research Capital (TRC)
New York
$14K -$9.62K -1,662 -41%
VCM
154
Versant Capital Management
Arizona
$13K -$2.03K -334 -14%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$13K +$12.4K +2,145 +2,103%
WT
156
Whittier Trust
California
$10K -$71.4K -11,642 -88%
UBS Group
157
UBS Group
Switzerland
$6K -$102K -17,621 -94%
Barrow, Hanley, Mewhinney & Strauss
158
Barrow, Hanley, Mewhinney & Strauss
Texas
$6K -$91.4K -15,329 -94%
QCG
159
Quadrant Capital Group
Ohio
$6K -$12.5K -1,976 -68%
TWA
160
TCI Wealth Advisors
Arizona
$6K -$4.4K -691 -42%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$4K -$121 -21 -3%
ATC
162
Adirondack Trust Company
New York
$4K – – –
IA
163
IFP Advisors
Florida
$4K +$3.77K +290 +1,611%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$3K +$1.49K +294 +98%
NSIM
165
North Star Investment Management
Illinois
$2K – – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$2K +$807 +155 +68%
MCC
167
Money Concepts Capital
Florida
$2K +$2K +425 New
EC
168
Elequin Capital
New York
$1K -$1.94K -325 -66%
FHA
169
First Horizon Advisors
Tennessee
$1K +$1K +120 New
Macquarie Group
170
Macquarie Group
Australia
$14 – – –
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
– -$563K -91,949 Closed
Squarepoint
172
Squarepoint
New York
– -$547K -89,377 Closed
Group One Trading
173
Group One Trading
Illinois
– -$329K -53,823 Closed
DTL
174
Dynamic Technology Lab
Singapore
– -$157K -25,725 Closed
SG Americas Securities
175
SG Americas Securities
New York
– -$110K -17,971 Closed
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