WisdomTree
171 hedge funds and large institutions have $701M invested in WisdomTree in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 26 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 48
0.9% less ownership
Funds ownership: 74.22% → 73.32% (-0.9%)
8% less funds holding
Funds holding: 186 → 171 (-15)
14% less capital invested
Capital invested by funds: $813M → $701M (-$112M)
42% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 26
77% less call options, than puts
Call options by funds: $3.28M | Put options by funds: $14.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$8.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.72M |
| 3 |
BlackRock
New York
|
+$7.45M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.3M |
| 5 |
SG Americas Securities
New York
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$25.3M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$6.95M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.49M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.54M |
| 5 |
Morgan Stanley
New York
|
-$4.52M |
WT Hedge Fund Activity: Q2 2019 in Review
171 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2019, worth a combined $701M — down 14% from $813M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WT and 15 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 68 added.
The largest buyer was Fred Alger Management, adding an estimated $8.6M. The largest seller was Aberdeen Group, exiting entirely with an estimated $25.3M sold.
- 171 institutional investors held WisdomTree (WT) as of Q2 2019, down from 186 in Q1 2019.
- Funds reported $701M of WisdomTree stock for Q2 2019, down 14% quarter-over-quarter.
- 15 funds opened new WisdomTree positions in Q2 2019 and 26 closed out, a net change of -11 holders.
- The largest WisdomTree buyer in Q2 2019 was Fred Alger Management, an estimated $8.6M added.
- The largest WisdomTree seller in Q2 2019 was Aberdeen Group, an estimated $25.3M sold.
Based on aggregated 13F filings for Q2 2019.