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WisdomTree
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Overview Fund Activity

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.

Holders
150
Holders Change
–
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
48
Reduced
57
Closed
13
Calls
$937K
Puts
$1.24M
Net Calls
-$305K
Net Calls Change
-$658K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$50.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$19.1M
3
BlackRock
3
BlackRock
New York
$126M
4
CM
4
Capital Management
Virginia
$7.82M
5
TI
5
Tidal Investments
Wisconsin
$4.23M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.47M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.01M
4
Millennium Management
4
Millennium Management
New York
$2.77M
5
HA
5
Heartland Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$129M 20,585,235 +183,620 +0.9%
BlackRock
2
BlackRock
New York
$126M 20,233,176 +1,397,235 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$83.4M 13,349,703 +189,524 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$50.2M 8,030,753 +2,030,232 +34%
State Street
5
State Street
Massachusetts
$25.4M 4,068,012 +106,979 +3%
ACL
6
Azora Capital LP
Florida
$24.7M 3,944,161 +319,550 +9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$21.2M 3,386,976 +1,182 +0%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.1M 3,052,721 +1,415,101 +86%
Renaissance Technologies
9
Renaissance Technologies
New York
$13.9M 2,226,879 -703,700 -24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.4M 2,139,986 +223,472 +12%
Northern Trust
11
Northern Trust
Illinois
$9.48M 1,516,614 -71,908 -5%
Charles Schwab
12
Charles Schwab
California
$8.41M 1,345,840 +21,092 +2%
Norges Bank
13
Norges Bank
Norway
$8.1M 1,296,386 – –
CM
14
Capital Management
Virginia
$7.82M 1,251,920 +1,251,920 New
Morgan Stanley
15
Morgan Stanley
New York
$7.01M 1,121,870 -685,627 -38%
Fisher Asset Management
16
Fisher Asset Management
Washington
$6.12M 979,162 – –
GC
17
Gillson Capital
Illinois
$5.88M 940,559 -98,225 -9%
Ameriprise
18
Ameriprise
Minnesota
$5.58M 892,165 +429,078 +93%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.92M 786,470 +18,846 +2%
PPA
20
Parametric Portfolio Associates
Washington
$4.56M 728,938 +17,604 +2%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$4.31M 690,034 +60,770 +10%
TI
22
Tidal Investments
Wisconsin
$4.23M 676,641 +637,331 +1,621%
SSA
23
Schonfeld Strategic Advisors
New York
$4.17M 667,800 +184,700 +38%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$3.94M 629,905 -416,747 -40%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$3.25M 520,160 -47,860 -8%
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