WisdomTree
150 hedge funds and large institutions have $659M invested in WisdomTree in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 13 closing their positions.
21% more capital invested
Capital invested by funds: $545M → $659M (+$113M)
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
1.84% more ownership
Funds ownership: 68.55% → 70.38% (+1.8%)
0% more funds holding
Funds holding: 150 → 150 (0)
16% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 57
25% less call options, than puts
Call options by funds: $937K | Put options by funds: $1.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$11.6M |
| 2 |
Bank of New York Mellon
New York
|
+$8.11M |
| 3 |
BlackRock
New York
|
+$8.01M |
| 4 |
CM
Capital Management
Glen Allen,
Virginia
|
+$7.17M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.07M |
| 2 |
Renaissance Technologies
New York
|
-$4.03M |
| 3 |
Morgan Stanley
New York
|
-$3.93M |
| 4 |
Millennium Management
New York
|
-$3.37M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$3.21M |
WT Hedge Fund Activity: Q1 2021 in Review
150 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2021, worth a combined $659M — up 21% from $545M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WT positions and 13 closed out — a net gain of 2 holders — while 48 added to existing stakes and 57 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $11.6M. The largest seller was Bank of America, cutting an estimated $4.07M.
- 150 institutional investors held WisdomTree (WT) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $659M of WisdomTree stock for Q1 2021, up 21% quarter-over-quarter.
- 15 funds opened new WisdomTree positions in Q1 2021 and 13 closed out, a net change of +2 holders.
- The largest WisdomTree buyer in Q1 2021 was Massachusetts Financial Services, an estimated $11.6M added.
- The largest WisdomTree seller in Q1 2021 was Bank of America, an estimated $4.07M sold.
Based on aggregated 13F filings for Q1 2021.