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WisdomTree
WT

173 hedge funds and large institutions have $256M invested in WisdomTree in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $376K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

3% more funds holding

Funds holding: 168 → 173 (+5)

3.98% less ownership

Funds ownership: 74.14% → 70.16% (-4%)

54% less capital invested

Capital invested by funds: $556M → $256M (-$300M)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
3.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
60
Reduced
50
Closed
21
Calls
$2.47M
Puts
$376K
Net Calls
+$2.09M
Net Calls Change
-$2.59M

Top Buyers

Rank Fund Capital Flow
1
SCM
Simcoe Capital Management
New York
+$13.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$8.89M
3
Deutsche Bank
Deutsche Bank
Germany
+$6.89M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.13M
5
Marshall Wace
Marshall Wace
United Kingdom
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
-$32.9M
2
ClearBridge Investments
ClearBridge Investments
New York
-$16.1M
3
WMSA
Weiss Multi-Strategy Advisers
New York
-$9.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.17M
5
Millennium Management
Millennium Management
New York
-$4.02M

WT Hedge Fund Activity: Q1 2020 in Review

173 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2020, worth a combined $256M — down 54% from $556M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WT positions and 21 closed out — a net gain of 8 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Simcoe Capital Management, opening a new position worth an estimated $13.8M. The largest seller was Fred Alger Management, cutting an estimated $32.9M.

  • 173 institutional investors held WisdomTree (WT) as of Q1 2020, up from 168 in Q4 2019.
  • Funds reported $256M of WisdomTree stock for Q1 2020, down 54% quarter-over-quarter.
  • 29 funds opened new WisdomTree positions in Q1 2020 and 21 closed out, a net change of +8 holders.
  • The largest WisdomTree buyer in Q1 2020 was Simcoe Capital Management, an estimated $13.8M added.
  • The largest WisdomTree seller in Q1 2020 was Fred Alger Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2020.