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WisdomTree
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Overview Fund Activity

178 hedge funds and large institutions have $749M invested in WisdomTree in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
57
Reduced
68
Closed
26
Calls
$485K
Puts
$2K
Net Calls
+$483K
Net Calls Change
+$428K

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$52.7M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$26.3M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.55M
5
State Street
5
State Street
Massachusetts
$35.6M

Top Sellers

1
GC
1
Gillson Capital
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$5.99M
3
Citadel Advisors
3
Citadel Advisors
Florida
$28.4K
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$100M
5
P2P
5
Phase 2 Partners
California
$6.34M
Name Market Value Shares Shares
Change 		Shares
Change %
KBC Group
151
KBC Group
Belgium
$37K 5,252 -3,818 -42%
Citadel Advisors
152
Citadel Advisors
Florida
$28.4K 4,061 -876,471 -100%
FHA
153
First Horizon Advisors
Tennessee
$28.1K 4,019 +178 +5%
QT
154
Quantbot Technologies
New York
$26.4K 3,767 -1,208 -24%
VCM
155
Versant Capital Management
Arizona
$14.7K 2,102 – –
WT
156
Whittier Trust
California
$11.4K 1,631 – –
HPC
157
HM Payson & Co
Maine
$10.5K 1,500 – –
Russell Investments Group
158
Russell Investments Group
United Kingdom
$7.69K 1,098 +35 +3%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$5K 714 – –
ATC
160
Adirondack Trust Company
New York
$4.2K 600 – –
Bessemer Group
161
Bessemer Group
New Jersey
$4K 638 +462 +263%
QCG
162
Quadrant Capital Group
Ohio
$3.62K 517 -90 -15%
VWM
163
Venturi Wealth Management
Texas
$3.36K 480 – –
NSIM
164
North Star Investment Management
Illinois
$2.19K 313 – –
NS
165
NBC Securities
Alabama
$2K 400 +400 New
MCM
166
Maltese Capital Management
New York
$1.4K 200 +200 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$1.05K 150 – –
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$1.04K 150 – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$1K 199 -181 -48%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$630 90 – –
CAS
171
Coppell Advisory Solutions
Texas
$621 114 -6,661 -98%
FFA
172
Farther Finance Advisors
California
$497 71 – –
AWM
173
Abound Wealth Management
Tennessee
$462 66 – –
AF
174
Allworth Financial
California
$455 65 +65 New
ECM
175
Everence Capital Management
Indiana
$149 21,350 – –
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