WisdomTree
167 hedge funds and large institutions have $590M invested in WisdomTree in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 25 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 56
0.53% less ownership
Funds ownership: 73.32% → 72.79% (-0.53%)
9% less capital inflows, than outflows
Capital inflows: $51M | Capital outflows: $56.1M
2% less funds holding
Funds holding: 171 → 167 (-4)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
55% less call options, than puts
Call options by funds: $14.4M | Put options by funds: $32.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Weiss Multi-Strategy Advisers
New York
|
+$9.9M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$6.53M |
| 3 |
Azora Capital LP
Miami,
Florida
|
+$6.51M |
| 4 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.42M |
| 5 |
Credit Suisse
Zurich,
Switzerland
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$9.22M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.84M |
| 3 |
Fred Alger Management
New York
|
-$4.77M |
| 4 |
Goldman Sachs
New York
|
-$4.15M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.11M |
WT Hedge Fund Activity: Q3 2019 in Review
167 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2019, worth a combined $590M — down 16% from $701M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of WT and 22 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 63 added.
The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $9.9M. The largest seller was Citadel Advisors, cutting an estimated $9.22M.
- 167 institutional investors held WisdomTree (WT) as of Q3 2019, down from 171 in Q2 2019.
- Funds reported $590M of WisdomTree stock for Q3 2019, down 16% quarter-over-quarter.
- 22 funds opened new WisdomTree positions in Q3 2019 and 25 closed out, a net change of -3 holders.
- The largest WisdomTree buyer in Q3 2019 was Weiss Multi-Strategy Advisers, an estimated $9.9M added.
- The largest WisdomTree seller in Q3 2019 was Citadel Advisors, an estimated $9.22M sold.
Based on aggregated 13F filings for Q3 2019.