WisdomTree
169 hedge funds and large institutions have $642M invested in WisdomTree in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
9% more capital invested
Capital invested by funds: $589M → $642M (+$53.2M)
1% more funds holding
Funds holding: 167 → 169 (+2)
0.8% more ownership
Funds ownership: 71.53% → 72.33% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less call options, than puts
Call options by funds: $2.62M | Put options by funds: $2.87M
18% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.39M |
| 2 |
Morgan Stanley
New York
|
+$4.66M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$4.33M |
| 4 |
Millennium Management
New York
|
+$2.96M |
| 5 |
JAM
Jacobs Asset Management
New York
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$5.31M |
| 2 |
Renaissance Technologies
New York
|
-$4.72M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$2.77M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.19M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
176
Point72 Hong Kong
Hong Kong
| – | -$78K | -13,731 | Closed |
|
|
AIM
177
Aigen Investment Management
New York
| – | -$63K | -11,193 | Closed |
|
|
FTDI
178
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$59K | -10,340 | Closed |
|
|
KPWS
179
Kestra Private Wealth Services
Austin,
Texas
| – | -$57K | -10,009 | Closed |
|
180
Walleye Trading
New York
| – | -$47.5K | -7,659 | Closed |
|
|
IFAM
181
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$17K | -3,000 | Closed |
|
|
CG
182
Cutler Group
San Francisco,
California
| – | -$6K | -1,205 | Closed |
|
|
NFG
183
Next Financial Group
Houston,
Texas
| – | -$6K | -1,012 | Closed |
|
WT Hedge Fund Activity: Q4 2021 in Review
169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2021, worth a combined $642M — up 9% from $589M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WT positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 67 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $9.39M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $5.31M.
- 169 institutional investors held WisdomTree (WT) as of Q4 2021, up from 167 in Q3 2021.
- Funds reported $642M of WisdomTree stock for Q4 2021, up 9% quarter-over-quarter.
- 20 funds opened new WisdomTree positions in Q4 2021 and 17 closed out, a net change of +3 holders.
- The largest WisdomTree buyer in Q4 2021 was Wellington Management Group, an estimated $9.39M added.
- The largest WisdomTree seller in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $5.31M sold.
Based on aggregated 13F filings for Q4 2021.