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WisdomTree
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in WisdomTree in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
70
Reduced
72
Closed
24
Calls
$316K
Puts
$46K
Net Calls
+$270K
Net Calls Change
+$268K

Top Buyers

1
Invesco
1
Invesco
Georgia
$20.5M
2
SCM
2
Simcoe Capital Management
New York
$10.7M
3
Macquarie Group
3
Macquarie Group
Australia
$10.3M
4
Victory Capital Management
4
Victory Capital Management
Texas
$9.18M
5
ACL
5
Azora Capital LP
Florida
$79M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$98.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$827K
4
TI
4
Tidal Investments
Wisconsin
$4.56M
5
BA
5
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
151
Corton Capital
Ontario, Canada
$117K -$89.7K -9,765 -43%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$116K -$9.38K -1,020 -7%
BCM
153
Bayesian Capital Management
New York
$105K +$105K +11,400 New
CCIA
154
Campbell & Co Investment Adviser
Maryland
$104K +$1.2K +130 +1%
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$99.6K -$1.03M -112,149 -91%
SG Americas Securities
156
SG Americas Securities
New York
$98K -$350K -38,063 -78%
YIH
157
Y-Intercept (HK)
Hong Kong
$97.8K +$97.8K +10,642 New
MMA
158
Miracle Mile Advisors
California
$92.5K +$340 +37 +0.4%
VCG
159
Vantage Consulting Group
Virginia
$92.1K -$19.6K -2,129 -18%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$82.7K -$735 -80 -0.9%
Osaic Holdings
161
Osaic Holdings
Arizona
$81.7K -$1.32M -143,999 -94%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$65K -$324K -35,396 -83%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$62.2K -$1.06K -115 -2%
TRCT
164
Tower Research Capital (TRC)
New York
$61.4K -$338K -36,777 -85%
AWM
165
Avior Wealth Management
Nebraska
$52.5K +$28 +3 +0.1%
IPW
166
Impact Partnership Wealth
Georgia
$51.3K -$3.76K -409 -7%
KBC Group
167
KBC Group
Belgium
$48K – – –
EC
168
EntryPoint Capital
New York
$45.5K -$182K -19,765 -80%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$42.1K +$42.1K +4,636 New
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$32.5K -$28.3K -3,079 -47%
FHA
171
First Horizon Advisors
Tennessee
$27.5K -$2.81K -306 -9%
WT
172
Whittier Trust
California
$15K – – –
VCM
173
Versant Capital Management
Arizona
$14.2K – – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$14K +$9.88K +1,043 +240%
HPC
175
HM Payson & Co
Maine
$13.8K – – –
5 6
7
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