WisdomTree
186 hedge funds and large institutions have $812M invested in WisdomTree in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 23 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 53
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
12% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $11.1M
10% more capital invested
Capital invested by funds: $740M → $812M (+$71.9M)
2% more funds holding
Funds holding: 183 → 186 (+3)
1.44% more ownership
Funds ownership: 72.71% → 74.15% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$56.6M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$14.2M |
| 3 |
Renaissance Technologies
New York
|
+$9.94M |
| 4 |
Bank of New York Mellon
New York
|
+$7.44M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$16.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$14.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.8M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$11.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.46M |
WT Hedge Fund Activity: Q1 2019 in Review
186 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2019, worth a combined $812M — up 9.7% from $740M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WT positions and 23 closed out — a net gain of 4 holders — while 68 added to existing stakes and 53 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $56.6M. The largest seller was Millennium Management, cutting an estimated $16.7M.
- 186 institutional investors held WisdomTree (WT) as of Q1 2019, up from 183 in Q4 2018.
- Funds reported $812M of WisdomTree stock for Q1 2019, up 9.7% quarter-over-quarter.
- 27 funds opened new WisdomTree positions in Q1 2019 and 23 closed out, a net change of +4 holders.
- The largest WisdomTree buyer in Q1 2019 was Fred Alger Management, an estimated $56.6M added.
- The largest WisdomTree seller in Q1 2019 was Millennium Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2019.