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WisdomTree
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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ATC
201
Adirondack Trust Company
New York
$5.95K – – –
Bessemer Group
202
Bessemer Group
New Jersey
$5K – – –
BFEC
203
Benjamin F. Edwards & Company
Missouri
$5K +$5K +554 New
VWM
204
Venturi Wealth Management
Texas
$4.76K -$1.54K -155 -24%
FFA
205
Farther Finance Advisors
California
$3.69K +$2.98K +300 +423%
NSIM
206
North Star Investment Management
Illinois
$3.1K – – –
SIC
207
SJS Investment Consulting
Ohio
$2.05K +$2.05K +207 New
WCM
208
Westend Capital Management
California
$2.02K – – –
Lazard Asset Management
209
Lazard Asset Management
New York
$2K +$850 +122 +74%
AAP
210
Arax Advisory Partners
Colorado
$1.85K +$1.85K +187 New
HNB
211
Huntington National Bank
Ohio
$1.79K – – –
UB
212
UMB Bank
Missouri
$1.54K +$981 +99 +177%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$1.49K – – –
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$1.24K – – –
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$1.05K – – –
IC
216
Innealta Capital
Texas
$1K +$1K +101 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$902 +$674 +68 +296%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$892 – – –
AF
219
Allworth Financial
California
$697 – – –
AWM
220
Abound Wealth Management
Tennessee
$387 – – –
PFBT
221
Parkside Financial Bank & Trust
Missouri
$209 – – –
ECM
222
Everence Capital Management
Indiana
$190 – – –
Allspring Global Investments
223
Allspring Global Investments
North Carolina
$148 -$34.8K -3,523 -100%
PA
224
Parallel Advisors
California
$129 +$129 +13 New
SCM
225
Simcoe Capital Management
New York
– -$10.7M -1,163,720 Closed
6 7 8
9
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