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WisdomTree

271 hedge funds and large institutions have $1.37B invested in WisdomTree in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 16

88% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $978K

64% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 69

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more funds holding

Funds holding: 233271 (+38)

11% more capital invested

Capital invested by funds: $1.23B → $1.37B (+$137M)

8.07% more ownership

Funds ownership: 81.34%89.41% (+8.1%)

Holders
271
Holders Change
+38
Holders Change %
+16.31%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
113
Reduced
69
Closed
16
Calls
$1.84M
Puts
$978K
Net Calls
+$859K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
176
Centiva Capital
New York
$278K +$287K +26,466 New
SOW
177
State of Wyoming
Wyoming
$273K -$196K -18,082 -41%
JG
178
Jain Global
New York
$264K +$272K +25,111 New
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$257K -$11K -1,013 -4%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$251K -$21.7K -2,002 -8%
OR
181
Olympiad Research
Connecticut
$239K -$24.7K -2,282 -9%
KK
182
KLP Kapitalforvaltning
Norway
$234K +$241K +22,300 New
CM
183
Capital Management
Virginia
$233K
ECM
184
Everence Capital Management
Indiana
$224K
TRCT
185
Tower Research Capital (TRC)
New York
$219K +$112K +10,356 +98%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$216K -$20.9K -1,935 -9%
AIA
187
AssuredPartners Investment Advisors
Florida
$214K +$220K +20,334 New
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$196K +$21.1K +1,951 +12%
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$191K
PCM
190
Prelude Capital Management
New York
$191K -$74K -6,838 -27%
BC
191
Bridgefront Capital
Texas
$187K -$28.4K -2,619 -13%
MCP
192
Militia Capital Partners
Nevada
$185K +$191K +17,600 New
MOACM
193
Mutual of America Capital Management
New York
$182K -$6.15K -568 -3%
SCA
194
SMH Capital Advisors
Texas
$181K -$1.32K -122 -0.7%
Group One Trading
195
Group One Trading
Illinois
$181K +$186K +17,193 New
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$180K -$19.8K -1,829 -10%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$172K +$177K +16,353 New
BCM
198
Bayesian Capital Management
New York
$171K +$176K +16,279 New
FIM
199
Freedom Investment Management
Connecticut
$166K -$17.2K -1,586 -9%
NA
200
Navellier & Associates
Nevada
$160K +$16.8K +1,556 +11%

WT Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2024, worth a combined $1.37B — up 11% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WT positions and 16 closed out — a net gain of 40 holders — while 113 added to existing stakes and 69 trimmed.

The largest buyer was Millennium Management, adding an estimated $18.5M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $22.6M.

  • 271 institutional investors held WisdomTree (WT) as of Q4 2024, up from 233 in Q3 2024.
  • Funds reported $1.37B of WisdomTree stock for Q4 2024, up 11% quarter-over-quarter.
  • 56 funds opened new WisdomTree positions in Q4 2024 and 16 closed out, a net change of +40 holders.
  • The largest WisdomTree buyer in Q4 2024 was Millennium Management, an estimated $18.5M added.
  • The largest WisdomTree seller in Q4 2024 was ArrowMark Colorado Holdings, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2024.