WisdomTree
208 hedge funds and large institutions have $1.29B invested in WisdomTree in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 27 closing their positions.
22% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 27
2% more funds holding
Funds holding: 204 → 208 (+4)
9% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 69
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15.57% less ownership
Funds ownership: 108.27% → 92.69% (-16%)
27% less capital invested
Capital invested by funds: $1.77B → $1.29B (-$478M)
52% less call options, than puts
Call options by funds: $5.92M | Put options by funds: $12.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$42M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$34.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$16.8M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$12.9M |
| 5 |
Millennium Management
New York
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.9M |
| 2 |
Morgan Stanley
New York
|
-$44.9M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$19.3M |
| 4 |
FAM
Fred Alger Management
New York
|
-$17.2M |
| 5 |
SC
ShearLink Capital
New York
|
-$10M |
WT Hedge Fund Activity: Q2 2017 in Review
208 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2017, worth a combined $1.29B — down 27% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WT positions and 27 closed out — a net gain of 6 holders — while 75 added to existing stakes and 69 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $42M. The largest seller was Wellington Management Group, cutting an estimated $67.9M.
- 208 institutional investors held WisdomTree (WT) as of Q2 2017, up from 204 in Q1 2017.
- Funds reported $1.29B of WisdomTree stock for Q2 2017, down 27% quarter-over-quarter.
- 33 funds opened new WisdomTree positions in Q2 2017 and 27 closed out, a net change of +6 holders.
- The largest WisdomTree buyer in Q2 2017 was Janus Henderson Group, an estimated $42M added.
- The largest WisdomTree seller in Q2 2017 was Wellington Management Group, an estimated $67.9M sold.
Based on aggregated 13F filings for Q2 2017.