WisdomTree
166 hedge funds and large institutions have $320M invested in WisdomTree in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 76 reducing their positions, and 19 closing their positions.
1.1% less ownership
Funds ownership: 68.28% → 67.18% (-1.1%)
1% less funds holding
Funds holding: 168 → 166 (-2)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
14% less capital invested
Capital invested by funds: $371M → $320M (-$50.2M)
14% less call options, than puts
Call options by funds: $197K | Put options by funds: $230K
50% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gillson Capital
Chicago,
Illinois
|
+$5.54M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$3.27M |
| 3 |
Millennium Management
New York
|
+$1.47M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$1.25M |
| 5 |
HF
HRT Financial
New York
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$12M |
| 2 |
BlackRock
New York
|
-$4.58M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.45M |
| 4 |
CIA
Capital Impact Advisors
Boston,
Massachusetts
|
-$2.31M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.53M |
WT Hedge Fund Activity: Q3 2020 in Review
166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2020, worth a combined $320M — down 14% from $371M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of WT and 17 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 38 added.
The largest buyer was Gillson Capital, opening a new position worth an estimated $5.54M. The largest seller was TimesSquare Capital Management, cutting an estimated $12M.
- 166 institutional investors held WisdomTree (WT) as of Q3 2020, down from 168 in Q2 2020.
- Funds reported $320M of WisdomTree stock for Q3 2020, down 14% quarter-over-quarter.
- 17 funds opened new WisdomTree positions in Q3 2020 and 19 closed out, a net change of -2 holders.
- The largest WisdomTree buyer in Q3 2020 was Gillson Capital, an estimated $5.54M added.
- The largest WisdomTree seller in Q3 2020 was TimesSquare Capital Management, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2020.