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WisdomTree
WT

186 hedge funds and large institutions have $813M invested in WisdomTree in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 69 | 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 → $813M (+$72.6M)

2% more funds holding

Funds holding: 183 → 186 (+3)

1.51% more ownership

Funds ownership: 72.71% → 74.22% (+1.5%)

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
69
Reduced
53
Closed
23
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.3M
Net Calls Change
+$10.2M

Top Buyers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
+$56.6M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$14.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.94M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.44M
5
ACL
Azora Capital LP
Florida
+$6.78M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$16.7M
2
Invesco
Invesco
Georgia
-$14.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$12.8M
4
TCM
TimesSquare Capital Management
New York
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.46M

WT Hedge Fund Activity: Q1 2019 in Review

186 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2019, worth a combined $813M — up 9.8% 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 69 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 $813M of WisdomTree stock for Q1 2019, up 9.8% 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.