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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 %
WIA
176
Wetzel Investment Advisors
Indiana
$10.5K – – –
AFWM
177
Abich Financial Wealth Management
Virginia
$8.03K +$7.59K +826 +1,721%
GI
178
GAMMA Investing
California
$7.58K +$1.81K +197 +31%
Russell Investments Group
179
Russell Investments Group
United Kingdom
$6.51K +$9 +1 +0.1%
VWM
180
Venturi Wealth Management
Texas
$5.84K +$1.43K +155 +32%
ATC
181
Adirondack Trust Company
New York
$5.51K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$5K -$996 -106 -17%
QCG
183
Quadrant Capital Group
Ohio
$4.75K – – –
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.95K +$3.95K +430 New
NSIM
185
North Star Investment Management
Illinois
$2.88K – – –
WCM
186
Westend Capital Management
California
$1.87K +$1.87K +203 New
HNB
187
Huntington National Bank
Ohio
$1.66K +$331 +36 +25%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$1.38K – – –
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$1.13K +$1.13K +125 New
A
190
AlphaQuest
New York
$1.1K +$1.1K +120 New
Lazard Asset Management
191
Lazard Asset Management
New York
$1K – – –
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$974 +$211 +23 +28%
PS
193
Principal Securities
Iowa
$864 -$101 -11 -10%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$827 – – –
FFA
195
Farther Finance Advisors
California
$645 – – –
AF
196
Allworth Financial
California
$598 – – –
CSS
197
Cubist Systematic Strategies
Connecticut
$524 -$3.53M -384,125 -100%
UB
198
UMB Bank
Missouri
$515 +$515 +56 New
AWM
199
Abound Wealth Management
Tennessee
$359 -$249 -27 -41%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$211 +$211 +23 New
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8
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