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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 %
ECM
201
Everence Capital Management
Indiana
$196 – – –
PFBT
202
Parkside Financial Bank & Trust
Missouri
$193 – – –
RIL
203
Rothschild Investment LLC
Illinois
$147 +$138 +15 +1,500%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$37 +$37 +4 New
AssetMark Inc
205
AssetMark Inc
California
$18 +$18 +2 New
BA
206
Bridgewater Associates
Connecticut
– -$8.07M -1,164,196 Closed
PE
207
Point72 Europe
United Kingdom
– -$3.58M -516,800 Closed
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
– -$2.6M -375,267 Closed
JF
209
Jump Financial
Illinois
– -$1.6M -231,551 Closed
MCM
210
Maltese Capital Management
New York
– -$1.32M -190,000 Closed
QT
211
Quantbot Technologies
New York
– -$617K -89,015 Closed
Franklin Resources
212
Franklin Resources
California
– -$471K -67,957 Closed
YMRC
213
Yorktown Management & Research Company
Virginia
– -$453K -65,300 Closed
LCM
214
Landscape Capital Management
New Jersey
– -$319K -46,051 Closed
PMEF
215
Point72 Middle East FZE
United Arab Emirates
– -$256K -37,012 Closed
AWM
216
AE Wealth Management
Kansas
– -$235K -33,355 Closed
AC
217
AXQ Capital
New Jersey
– -$206K -29,678 Closed
ACM
218
Aquatic Capital Management
Illinois
– -$197K -28,400 Closed
MM
219
MQS Management
New York
– -$182K -26,309 Closed
EGM
220
Engineers Gate Manager
New York
– -$178K -25,680 Closed
GCP
221
GSA Capital Partners
United Kingdom
– -$134K -19,329 Closed
CC
222
Centiva Capital
New York
– -$99.6K -14,370 Closed
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
– -$91.7K -13,233 Closed
BHCM
224
Brevan Howard Capital Management
Jersey
– -$70K -10,102 Closed
HWA
225
Heritage Wealth Advisors
Virginia
– -$34.7K -5,000 Closed
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