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WisdomTree
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Overview Fund Activity

225 hedge funds and large institutions have $1.17B invested in WisdomTree in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
225
Holders Change
+19
Holders Change %
+9.22%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
81
Reduced
66
Closed
24
Calls
$410K
Puts
$296K
Net Calls
+$114K
Net Calls Change
-$156K

Top Buyers

1
Invesco
1
Invesco
Georgia
$37.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$58.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$153M
4
Victory Capital Management
4
Victory Capital Management
Texas
$19.1M
5
ACL
5
Azora Capital LP
Florida
$93.8M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$83.6M
2
SCM
2
Simcoe Capital Management
New York
$0
3
CM
3
Capital Management
Virginia
$393K
4
P2P
4
Phase 2 Partners
California
$6.59M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$223K 22,464 -6,761 -23%
ProShare Advisors
152
ProShare Advisors
Maryland
$205K 20,724 -6,499 -24%
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$205K 20,681 -196 -0.9%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$188K 18,979 +625 +3%
MOACM
155
Mutual of America Capital Management
New York
$182K 18,350 -673 -4%
T
156
TOBAM
France
$181K 18,308 +18,308 New
SCA
157
SMH Capital Advisors
Texas
$181K 18,235 -1,643 -8%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$181K 18,232 – –
FIM
159
Freedom Investment Management
Connecticut
$177K 17,850 +186 +1%
PTC
160
Petrus Trust Company
Texas
$168K 17,000 +17,000 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$161K 16,151 +740 +5%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$154K 15,514 +8,412 +118%
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$152K 15,351 +15,351 New
NA
164
Navellier & Associates
Nevada
$150K 15,108 -60 -0.4%
QOP
165
Quinn Opportunity Partners
Virginia
$141K 14,185 – –
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$140K 14,137 +14,137 New
AIP
167
Ameritas Investment Partners
Nebraska
$135K 13,617 – –
OAC
168
OMERS Administration Corp
Ontario, Canada
$126K 12,700 +12,700 New
ACM
169
Aquatic Capital Management
Illinois
$123K 12,400 +12,400 New
Verition Fund Management
170
Verition Fund Management
Connecticut
$123K 12,394 -473,538 -97%
AG
171
Algert Global
California
$121K 12,218 +12,218 New
FP
172
Foundry Partners
Minnesota
$118K 11,950 +11,950 New
BEI
173
Benjamin Edwards Inc
Missouri
$115K 11,616 +11,616 New
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$108K 10,869 +10,869 New
Osaic Holdings
175
Osaic Holdings
Arizona
$107K 10,808 +1,914 +22%
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