WisdomTree
221 hedge funds and large institutions have $1.45B invested in WisdomTree in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 33 closing their positions.
95.26% more ownership
Funds ownership: 0% → 95.26% (+95%)
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
26% more call options, than puts
Call options by funds: $18.3M | Put options by funds: $14.5M
8% more capital invested
Capital invested by funds: $1.34B → $1.45B (+$113M)
5% more funds holding
Funds holding: 211 → 221 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$27.7M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$12.9M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
+$8.87M |
| 4 |
SC
ShearLink Capital
New York
|
+$6.71M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$30M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$20.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12.8M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$11.1M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$9.9M |
WT Hedge Fund Activity: Q4 2016 in Review
221 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2016, worth a combined $1.45B — up 8.4% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new WT positions and 33 closed out — a net gain of 13 holders — while 71 added to existing stakes and 81 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $27.7M. The largest seller was AllianceBernstein, cutting an estimated $30M.
- 221 institutional investors held WisdomTree (WT) as of Q4 2016, up from 211 in Q3 2016.
- Funds reported $1.45B of WisdomTree stock for Q4 2016, up 8.4% quarter-over-quarter.
- 46 funds opened new WisdomTree positions in Q4 2016 and 33 closed out, a net change of +13 holders.
- The largest WisdomTree buyer in Q4 2016 was Lord, Abbett & Co, an estimated $27.7M added.
- The largest WisdomTree seller in Q4 2016 was AllianceBernstein, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2016.