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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 %
Bessemer Group
176
Bessemer Group
New Jersey
$4K
QCG
177
Quadrant Capital Group
Ohio
$3.58K
VWM
178
Venturi Wealth Management
Texas
$3.33K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.63K +236 +119%
NSIM
180
North Star Investment Management
Illinois
$2.17K
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$1.04K
HNB
182
Huntington National Bank
Ohio
$1.01K +$998 +144 +14,400%
Lazard Asset Management
183
Lazard Asset Management
New York
$1K +$358 +59 +56%
PS
184
Principal Securities
Iowa
$728 +$728 +105 New
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$624
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$575 +$575 +83 New
FFA
187
Farther Finance Advisors
California
$492
AWM
188
Abound Wealth Management
Tennessee
$458
AF
189
Allworth Financial
California
$451
CAS
190
Coppell Advisory Solutions
Texas
$374 -$416 -60 -53%
AFWM
191
Abich Financial Wealth Management
Virginia
$333 +$333 +48 New
GWS
192
Glassman Wealth Services
Virginia
$256 +$256 +37 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$146 -$4.82K -693 -97%
RIL
194
Rothschild Investment LLC
Illinois
$7 +$7 +1 New
Lord, Abbett & Co
195
Lord, Abbett & Co
New Jersey
-$4.55M -650,000 Closed
NIP
196
Nicholas Investment Partners
California
-$3.03M -433,141 Closed
IP
197
Interval Partners
New York
-$2.14M -305,648 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.72M -245,800 Closed
EIM
199
Essex Investment Management
Massachusetts
-$1.41M -201,992 Closed
PP
200
PDT Partners
New York
-$852K -121,770 Closed