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WisdomTree

181 hedge funds and large institutions have $720M invested in WisdomTree in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+33
Holders Change %
+22.3%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
61
Reduced
48
Closed
13
Calls
$66K
Puts
$11K
Net Calls
+$55K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
151
KBC Group
Belgium
$62K
Group One Trading
152
Group One Trading
Illinois
$57.5K +$57.5K +8,375 New
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$50.6K
PMEF
154
Point72 Middle East FZE
United Arab Emirates
$49.3K +$49.3K +7,188 New
CAS
155
Coppell Advisory Solutions
Texas
$47.4K +$47.4K +6,775 New
TRCT
156
Tower Research Capital (TRC)
New York
$40.4K -$17.7K -2,583 -31%
AWM
157
Avior Wealth Management
Nebraska
$39.1K +$27 +4 +0.1%
CP
158
Castleview Partners
Texas
$37K +$37K +5,390 New
QT
159
Quantbot Technologies
New York
$34.1K +$34.1K +4,975 New
FHA
160
First Horizon Advisors
Tennessee
$26.3K +$7.7K +1,123 +41%
VCM
161
Versant Capital Management
Arizona
$14.4K
WT
162
Whittier Trust
California
$11.2K
MIM
163
Macroview Investment Management
Maryland
$11.1K +$11.1K +1,611 New
HPC
164
HM Payson & Co
Maine
$10.3K
Russell Investments Group
165
Russell Investments Group
United Kingdom
$7.29K +$1.65K +241 +29%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$4.9K
ATC
167
Adirondack Trust Company
New York
$4.18K
QCG
168
Quadrant Capital Group
Ohio
$4.17K -$4.45K -649 -52%
VWM
169
Venturi Wealth Management
Texas
$3.29K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$3K +$8 +1 +0.3%
NSIM
171
North Star Investment Management
Illinois
$2.15K
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.03K
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$1.03K -$10.7K -1,565 -91%
Bessemer Group
174
Bessemer Group
New Jersey
$1K +$1K +176 New
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$617