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WisdomTree
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Overview Fund Activity

158 hedge funds and large institutions have $590M invested in WisdomTree in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
57
Reduced
45
Closed
21
Calls
$42K
Puts
$13K
Net Calls
+$29K
Net Calls Change
-$71K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$86.8M
2
Invesco
2
Invesco
Georgia
$8.06M
3
BA
3
Bridgewater Associates
Connecticut
$23.7M
4
CM
4
Capital Management
Virginia
$10.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.3M

Top Sellers

1
P2P
1
Phase 2 Partners
California
$0
2
IP
2
Interval Partners
New York
$1.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$736K
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$722K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$491 +$87 +16 +22%
WTC
152
WhitTier Trust Company
Nevada
$441 – – –
USCWA
153
U.S. Capital Wealth Advisors
Texas
$409 +$409 +75 New
FFA
154
Farther Finance Advisors
California
$387 +$387 +71 New
GRP
155
Global Retirement Partners
California
$289 – – –
HNB
156
Huntington National Bank
Ohio
$5 – – –
P2P
157
Phase 2 Partners
California
– -$4.12M -880,529 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
158
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.25M -481,500 Closed
HKAM
159
Horizon Kinetics Asset Management
New York
– -$1.01M -215,282 Closed
GCIA
160
Gabelli & Co Investment Advisers
New York
– -$505K -108,000 Closed
GCM
161
Graham Capital Management
Connecticut
– -$327K -70,062 Closed
GC
162
Globeflex Capital
California
– -$255K -54,567 Closed
PCM
163
Prelude Capital Management
New York
– -$248K -52,979 Closed
ECM
164
Everence Capital Management
Indiana
– -$185K -39,470 Closed
EGM
165
Engineers Gate Manager
New York
– -$173K -36,860 Closed
ECM
166
ExodusPoint Capital Management
New York
– -$113K -24,052 Closed
AIM
167
Aigen Investment Management
New York
– -$100K -21,446 Closed
ACM
168
Aquatic Capital Management
Illinois
– -$95K -20,200 Closed
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
– -$74K -15,800 Closed
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
– -$62K -13,146 Closed
RJA
171
Raymond James & Associates
Florida
– -$48K -10,233 Closed
Federated Hermes
172
Federated Hermes
Pennsylvania
– -$30K -6,313 Closed
SWM
173
Spire Wealth Management
Virginia
– -$3K -641 Closed
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
– -$2K -472 Closed
Macquarie Group
175
Macquarie Group
Australia
– -$11K – –
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