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WisdomTree

195 hedge funds and large institutions have $805M invested in WisdomTree in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
64
Reduced
64
Closed
19
Calls
$7K
Puts
$5K
Net Calls
+$2K
Net Calls Change
-$481K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$91.7K -$2.34K -337 -2%
VCG
152
Vantage Consulting Group
Virginia
$84.2K +$84.2K +12,152 New
CCIA
153
Campbell & Co Investment Adviser
Maryland
$77.4K -$69.7K -10,064 -47%
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$74.1K -$504K -72,658 -87%
BHCM
155
Brevan Howard Capital Management
Jersey
$70K +$70K +10,102 New
MMA
156
Miracle Mile Advisors
California
$69.5K +$69.5K +10,025 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$62.9K -$4.96K -716 -7%
Simplex Trading
158
Simplex Trading
Illinois
$55K +$55K +7,970 New
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$47.7K -$7.53K -1,087 -14%
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$45.9K -$66.6K -9,615 -59%
IPW
161
Impact Partnership Wealth
Georgia
$41.5K -$41.5K -5,991 -50%
AWM
162
Avior Wealth Management
Nebraska
$39.6K +$28 +4 +0.1%
KBC Group
163
KBC Group
Belgium
$36K
HWA
164
Heritage Wealth Advisors
Virginia
$34.7K +$34.7K +5,000 New
PAS
165
Point72 Asia (Singapore)
Singapore
$23.7K +$23.7K +3,427 New
FHA
166
First Horizon Advisors
Tennessee
$22.9K -$4.98K -719 -18%
Group One Trading
167
Group One Trading
Illinois
$22K -$69.4K -10,016 -76%
SPIA
168
Steward Partners Investment Advisory
New York
$17.3K -$65.1K -9,400 -79%
WT
169
Whittier Trust
California
$11.3K
VCM
170
Versant Capital Management
Arizona
$10.7K -$3.86K -557 -26%
HPC
171
HM Payson & Co
Maine
$10.4K
WIA
172
Wetzel Investment Advisors
Indiana
$8K +$8K +1,200 New
Russell Investments Group
173
Russell Investments Group
United Kingdom
$4.9K -$2.71K -391 -36%
ATC
174
Adirondack Trust Company
New York
$4.84K
GI
175
GAMMA Investing
California
$4.25K +$4.25K +628 New