WisdomTree
186 hedge funds and large institutions have $926M invested in WisdomTree in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 31 closing their positions.
0.14% less ownership
Funds ownership: 71.48% → 71.34% (-0.14%)
7% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 68
7% less funds holding
Funds holding: 199 → 186 (-13)
7% less capital invested
Capital invested by funds: $994M → $926M (-$67.8M)
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
88% less call options, than puts
Call options by funds: $3.24M | Put options by funds: $26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$27.6M |
| 2 |
BlackRock
New York
|
+$14.2M |
| 3 |
Millennium Management
New York
|
+$13.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.38M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$20.7M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$15.4M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$13.2M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$10M |
| 5 |
Morgan Stanley
New York
|
-$8.87M |
WT Hedge Fund Activity: Q3 2018 in Review
186 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2018, worth a combined $926M — down 6.8% from $994M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of WT and 20 opened new positions — a net loss of 11 holders — while 68 trimmed existing stakes and 63 added.
The largest buyer was Citadel Advisors, adding an estimated $27.6M. The largest seller was Victory Capital Management, cutting an estimated $20.7M.
- 186 institutional investors held WisdomTree (WT) as of Q3 2018, down from 199 in Q2 2018.
- Funds reported $926M of WisdomTree stock for Q3 2018, down 6.8% quarter-over-quarter.
- 20 funds opened new WisdomTree positions in Q3 2018 and 31 closed out, a net change of -11 holders.
- The largest WisdomTree buyer in Q3 2018 was Citadel Advisors, an estimated $27.6M added.
- The largest WisdomTree seller in Q3 2018 was Victory Capital Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q3 2018.