WisdomTree
218 hedge funds and large institutions have $1.39B invested in WisdomTree in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 39 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 70
26% more call options, than puts
Call options by funds: $23M | Put options by funds: $18.2M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $1.48B → $1.39B (-$92.6M)
8% less funds holding
Funds holding: 237 → 218 (-19)
41% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 39
Top Buyers
Top Sellers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$12.6M |
| 2 |
RA
Royce & Associates
New York
|
-$10.6M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$9.86M |
| 4 |
Goldman Sachs
New York
|
-$7.15M |
| 5 |
SAMH
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
-$6.98M |
WT Hedge Fund Activity: Q2 2016 in Review
218 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2016, worth a combined $1.39B — down 6.3% from $1.48B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of WT and 23 opened new positions — a net loss of 16 holders — while 70 trimmed existing stakes and 91 added.
The largest buyer was Macquarie Group, adding an estimated $50.8M. The largest seller was Wasatch Advisors, cutting an estimated $12.6M.
- 218 institutional investors held WisdomTree (WT) as of Q2 2016, down from 237 in Q1 2016.
- Funds reported $1.39B of WisdomTree stock for Q2 2016, down 6.3% quarter-over-quarter.
- 23 funds opened new WisdomTree positions in Q2 2016 and 39 closed out, a net change of -16 holders.
- The largest WisdomTree buyer in Q2 2016 was Macquarie Group, an estimated $50.8M added.
- The largest WisdomTree seller in Q2 2016 was Wasatch Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2016.