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.
89% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 19
40% more call options, than puts
Call options by funds: $7K | Put options by funds: $5K
10% more funds holding
Funds holding: 178 → 195 (+17)
8% more capital invested
Capital invested by funds: $749M → $805M (+$56.2M)
6.1% more ownership
Funds ownership: 71.14% → 77.24% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.1M |
| 3 |
Two Sigma Investments
New York
|
+$7.56M |
| 4 |
Two Sigma Advisers
New York
|
+$6.64M |
| 5 |
Renaissance Technologies
New York
|
+$5.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$5.26M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.55M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$3.55M |
| 4 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$3.03M |
| 5 |
IP
Interval Partners
New York
|
-$2.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSA
201
Schonfeld Strategic Advisors
New York
| – | -$744K | -106,261 | Closed |
|
|
WAM
202
Wakefield Asset Management
Englewood,
Colorado
| – | -$736K | -105,099 | Closed |
|
|
SO
203
STRS Ohio
Columbus,
Ohio
| – | -$686K | -98,000 | Closed |
|
|
LCM
204
Legato Capital Management
San Francisco,
California
| – | -$394K | -56,357 | Closed |
|
|
OR
205
Olympiad Research
Stamford,
Connecticut
| – | -$241K | -34,494 | Closed |
|
|
PCM
206
Prelude Capital Management
New York
| – | -$241K | -34,494 | Closed |
|
207
Walleye Capital
New York
| – | -$224K | -32,015 | Closed |
|
208
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$156K | -23,120 | Closed |
|
|
TCM
209
Teza Capital Management
Chicago,
Illinois
| – | -$101K | -14,395 | Closed |
|
|
OAC
210
OMERS Administration Corp
Toronto,
Ontario, Canada
| – | -$70.7K | -10,100 | Closed |
|
|
NS
211
NBC Securities
Birmingham,
Alabama
| – | -$2K | -400 | Closed |
|
212
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$1.04K | -150 | Closed |
|
|
C
213
Covestor
London,
United Kingdom
| – | -$7 | -1 | -6% |
|
WT Hedge Fund Activity: Q4 2023 in Review
195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2023, worth a combined $805M — up 7.5% from $749M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new WT positions and 19 closed out — a net gain of 17 holders — while 64 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $5.26M.
- 195 institutional investors held WisdomTree (WT) as of Q4 2023, up from 178 in Q3 2023.
- Funds reported $805M of WisdomTree stock for Q4 2023, up 7.5% quarter-over-quarter.
- 36 funds opened new WisdomTree positions in Q4 2023 and 19 closed out, a net change of +17 holders.
- The largest WisdomTree buyer in Q4 2023 was Morgan Stanley, an estimated $14.8M added.
- The largest WisdomTree seller in Q4 2023 was ArrowMark Colorado Holdings, an estimated $5.26M sold.
Based on aggregated 13F filings for Q4 2023.