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WisdomTree
WT

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 %
MMA
176
Miracle Mile Advisors
California
$100K 10,093 +31 +0.3%
Group One Trading
177
Group One Trading
Illinois
$77.2K 7,792 +7,792 New
KBC Group
178
KBC Group
Belgium
$52K 5,252 – –
PS
179
Principal Securities
Iowa
$42.7K 4,310 +4,216 +4,485%
FHA
180
First Horizon Advisors
Tennessee
$34.3K 3,457 +463 +15%
GCM
181
Gladius Capital Management
Illinois
$32.2K 3,249 +3,249 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$27K 2,746 +1,268 +86%
HT
183
Headlands Technologies
Illinois
$26.7K 2,696 +2,696 New
CAS
184
Coppell Advisory Solutions
Texas
$24.5K 2,470 +2,470 New
AFWM
185
Abich Financial Wealth Management
Virginia
$23.3K 2,354 +1,480 +169%
GI
186
GAMMA Investing
California
$22.7K 2,293 +1,468 +178%
Optiver Holding
187
Optiver Holding
Netherlands
$16.7K 1,686 +1,686 New
WT
188
Whittier Trust
California
$16.2K 1,631 – –
VCM
189
Versant Capital Management
Arizona
$15.3K 1,545 – –
AWM
190
Avior Wealth Management
Nebraska
$15K 1,510 -4,207 -74%
HPC
191
HM Payson & Co
Maine
$14.9K 1,500 – –
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K 1,430 +1,000 +233%
MCM
193
Manchester Capital Management
Vermont
$13.4K 1,351 +1,351 New
SAM
194
Smartleaf Asset Management
Massachusetts
$13.1K 1,320 +1,320 New
CFGS
195
Concourse Financial Group Securities
Alabama
$12.7K 1,283 +1,283 New
WIA
196
Wetzel Investment Advisors
Indiana
$11K 1,200 – –
MIM
197
Macroview Investment Management
Maryland
$8.15K 822 +822 New
Russell Investments Group
198
Russell Investments Group
United Kingdom
$7.02K 709 +1 +0.1%
CP
199
Castleview Partners
Texas
$6.88K 694 +694 New
QCG
200
Quadrant Capital Group
Ohio
$6.7K 676 +159 +31%
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