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WisdomTree
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Overview Fund Activity

270 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
Holders
270
Holders Change
+38
Holders Change %
+16.38%
% of All Funds
3.6%
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

Top Buyers

1
Millennium Management
Millennium Management
New York
$21.3M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.7M
3
Goldman Sachs
Goldman Sachs
New York
$16.4M
4
Citadel Advisors
Citadel Advisors
Florida
$18.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$13.3M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$52.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$9.14M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$31.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$38.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
201
Sciencast Management
New Jersey
$154K +$154K +14,659 New
AIP
202
Ameritas Investment Partners
Nebraska
$143K – – –
AC
203
AXQ Capital
New Jersey
$139K +$25.9K +2,465 +23%
CWM
204
CIBC World Markets
New York
$137K +$137K +13,058 New
PS
205
Principal Securities
Iowa
$135K +$80.1K +7,633 +146%
PAS
206
Point72 Asia (Singapore)
Singapore
$134K +$134K +12,777 New
LPL Financial
207
LPL Financial
California
$132K +$132K +12,601 New
PA
208
PharVision Advisers
Florida
$124K +$124K +11,854 New
JWM
209
JGP Wealth Management
Oregon
$124K – – –
SEI Investments
210
SEI Investments
Pennsylvania
$116K +$10.2K +973 +10%
CFG
211
Cooper Financial Group
California
$111K +$111K +10,581 New
DFCM
212
Dark Forest Capital Management
Puerto Rico
$108K +$108K +10,331 New
Allianz Asset Management
213
Allianz Asset Management
Germany
$108K – – –
MMA
214
Miracle Mile Advisors
California
$107K +$283 +27 +0.3%
X
215
Xponance
Pennsylvania
$105K +$105K +10,043 New
Lord, Abbett & Co
216
Lord, Abbett & Co
New Jersey
$105K +$105K +10,000 New
Royal Bank of Canada
217
Royal Bank of Canada
Ontario, Canada
$82K -$107K -10,149 -57%
KBC Group
218
KBC Group
Belgium
$82K +$26.7K +2,540 +48%
SFG
219
Stonebridge Financial Group
Pennsylvania
$60K +$60K +5,713 New
CFGS
220
Concourse Financial Group Securities
Alabama
$59.1K +$46.1K +4,652 +354%
GI
221
GAMMA Investing
California
$51.2K +$8.6K +819 +20%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$50K +$5.57K +526 +13%
Federated Hermes
223
Federated Hermes
Pennsylvania
$49.4K +$18.7K +1,777 +61%
SAM
224
Smartleaf Asset Management
Massachusetts
$39.4K +$25K +2,405 +173%
FHA
225
First Horizon Advisors
Tennessee
$34.4K -$1.87K -178 -5%
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