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WisdomTree
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Overview Fund Activity

148 hedge funds and large institutions have $633M invested in WisdomTree in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
45
Reduced
61
Closed
28
Calls
$232K
Puts
$1K
Net Calls
+$231K
Net Calls Change
+$202K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$12.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$12.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$87.4M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$3.48M

Top Sellers

1
LPC
Lion Point Capital
New York
$0
2
Invesco
Invesco
Georgia
$2.31M
3
DCM
Difesa Capital Management
New York
$0
4
BA
Bridgewater Associates
Connecticut
$21.6M
5
Charles Schwab
Charles Schwab
California
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
151
Occudo Quantitative Strategies
Florida
– -$423K -77,706 Closed
TI
152
Trexquant Investment
Connecticut
– -$417K -76,580 Closed
Squarepoint
153
Squarepoint
New York
– -$354K -65,034 Closed
CM
154
Crestline Management
Texas
– -$313K -57,403 Closed
Jane Street
155
Jane Street
New York
– -$215K -39,418 Closed
Mackenzie Financial
156
Mackenzie Financial
Ontario, Canada
– -$155K -28,382 Closed
IFU
157
iSAM Funds (UK)
United Kingdom
– -$142K -26,036 Closed
AC
158
AXQ Capital
New Jersey
– -$123K -22,563 Closed
I
159
InceptionR
California
– -$116K -21,261 Closed
Group One Trading
160
Group One Trading
Illinois
– -$107K -19,575 Closed
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
– -$101K -18,459 Closed
RGI
162
River Global Investors
United Kingdom
– -$71K -13,046 Closed
GTCM
163
Gyon Technologies Capital Management
New Jersey
– -$40.3K -7,387 Closed
SWA
164
Sutton Wealth Advisors
Florida
– -$30.3K -5,551 Closed
SSG
165
Summit Securities Group
New York
– -$25K -4,591 Closed
Simplex Trading
166
Simplex Trading
Illinois
– -$22K -4,072 Closed
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$13K -2,433 Closed
MCC
168
Money Concepts Capital
Florida
– -$2.32K -425 Closed
IA
169
IFP Advisors
Florida
– -$4K -308 Closed
CAS
170
Coppell Advisory Solutions
Texas
– -$621 -114 Closed
CASC
171
Coppell Advisory Solutions Corp
Texas
– -$621 -114 Closed
USCWA
172
U.S. Capital Wealth Advisors
Texas
– -$409 -75 Closed
GRP
173
Global Retirement Partners
California
– -$289 -53 Closed
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