WisdomTree
204 hedge funds and large institutions have $1.77B invested in WisdomTree in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 41 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 65
22% more capital invested
Capital invested by funds: $1.45B → $1.77B (+$317M)
13.01% more ownership
Funds ownership: 95.26% → 108.27% (+13%)
8% less funds holding
Funds holding: 221 → 204 (-17)
27% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 41
49% less call options, than puts
Call options by funds: $5.99M | Put options by funds: $11.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$129M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$28.9M |
| 3 |
FAM
Fred Alger Management
New York
|
+$27.9M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$19.2M |
| 5 |
Millennium Management
New York
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.9M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$30.5M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$23.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$19.8M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$8.98M |
WT Hedge Fund Activity: Q1 2017 in Review
204 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2017, worth a combined $1.77B — up 22% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of WT and 30 opened new positions — a net loss of 11 holders — while 65 trimmed existing stakes and 84 added.
The largest buyer was BlackRock, adding an estimated $129M. The largest seller was Wellington Management Group, cutting an estimated $61.9M.
- 204 institutional investors held WisdomTree (WT) as of Q1 2017, down from 221 in Q4 2016.
- Funds reported $1.77B of WisdomTree stock for Q1 2017, up 22% quarter-over-quarter.
- 30 funds opened new WisdomTree positions in Q1 2017 and 41 closed out, a net change of -11 holders.
- The largest WisdomTree buyer in Q1 2017 was BlackRock, an estimated $129M added.
- The largest WisdomTree seller in Q1 2017 was Wellington Management Group, an estimated $61.9M sold.
Based on aggregated 13F filings for Q1 2017.