WisdomTree
183 hedge funds and large institutions have $740M invested in WisdomTree in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 24 closing their positions.
1.37% more ownership
Funds ownership: 71.34% → 72.71% (+1.4%)
7% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 61
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
2% less funds holding
Funds holding: 186 → 183 (-3)
20% less capital invested
Capital invested by funds: $926M → $740M (-$186M)
64% less call options, than puts
Call options by funds: $5.06M | Put options by funds: $14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$24.9M |
| 2 |
Bank of New York Mellon
New York
|
+$8.53M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$8.42M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.37M |
| 5 |
Renaissance Technologies
New York
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$34.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.93M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.18M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$3.33M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$2.25M |
WT Hedge Fund Activity: Q4 2018 in Review
183 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2018, worth a combined $740M — down 20% from $926M a quarter earlier.
Fund positioning in WT was balanced in Q4 2018: 24 funds opened new positions, 24 closed out, 65 added to existing stakes and 61 trimmed.
The largest buyer was Millennium Management, adding an estimated $24.9M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $34.2M sold.
- 183 institutional investors held WisdomTree (WT) as of Q4 2018, down from 186 in Q3 2018.
- Funds reported $740M of WisdomTree stock for Q4 2018, down 20% quarter-over-quarter.
- 24 funds opened new WisdomTree positions in Q4 2018 and 24 closed out, a net change of 0 holders.
- The largest WisdomTree buyer in Q4 2018 was Millennium Management, an estimated $24.9M added.
- The largest WisdomTree seller in Q4 2018 was Janus Henderson Group, an estimated $34.2M sold.
Based on aggregated 13F filings for Q4 2018.