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WisdomTree
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Overview Fund Activity

150 hedge funds and large institutions have $545M invested in WisdomTree in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-16
Holders Change %
-9.64%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
66
Closed
28
Calls
$567K
Puts
$214K
Net Calls
+$353K
Net Calls Change
+$386K

Top Buyers

1
ACL
Azora Capital LP
Florida
+$19.4M
2
Bank of America
Bank of America
North Carolina
+$5.33M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$4.2M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.79M
5
Morgan Stanley
Morgan Stanley
New York
+$2.69M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$3.5M
2
TCM
TimesSquare Capital Management
New York
-$3.2M
3
FAM
Fred Alger Management
New York
-$2.83M
4
GC
Gillson Capital
Illinois
-$2.66M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$109M -$1.24M -231,160 -1%
BlackRock
2
BlackRock
New York
$101M -$1.75M -327,717 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$70.4M +$580K +108,417 +0.8%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$32.1M +$4.2M +785,052 +15%
State Street
5
State Street
Massachusetts
$21.2M -$768K -143,485 -3%
ACL
6
Azora Capital LP
Florida
$19.4M +$19.4M +3,624,611 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$18.1M -$80.9K -15,128 -0.4%
Renaissance Technologies
8
Renaissance Technologies
New York
$15.7M -$2.48M -462,870 -14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.3M -$91.9K -17,171 -0.9%
Morgan Stanley
10
Morgan Stanley
New York
$9.67M +$2.69M +501,843 +38%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.76M +$2.21M +412,594 +34%
Northern Trust
12
Northern Trust
Illinois
$8.5M -$393K -73,399 -4%
Charles Schwab
13
Charles Schwab
California
$7.09M +$55.4K +10,349 +0.8%
Norges Bank
14
Norges Bank
Norway
$6.94M – – –
Bank of America
15
Bank of America
North Carolina
$5.91M +$5.33M +996,812 +918%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$5.6M -$677K -126,605 -11%
GC
17
Gillson Capital
Illinois
$5.56M -$2.66M -497,460 -32%
Millennium Management
18
Millennium Management
New York
$5.52M +$2.43M +453,365 +78%
Fisher Asset Management
19
Fisher Asset Management
Washington
$5.24M +$982K +183,609 +23%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.11M -$251K -46,844 -6%
PPA
21
Parametric Portfolio Associates
Washington
$3.81M -$59.4K -11,101 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$3.57M -$1.71M -319,813 -32%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$3.37M -$971K -181,411 -22%
HA
24
Heartland Advisors
Wisconsin
$3.21M +$535K +100,000 +20%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$3.04M -$160K -29,865 -5%
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