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WisdomTree
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Overview Fund Activity

176 hedge funds and large institutions have $635M invested in WisdomTree in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+7
Holders Change %
+4.14%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
53
Reduced
80
Closed
14
Calls
$598K
Puts
$380K
Net Calls
+$218K
Net Calls Change
+$474K

Top Buyers

1
LPC
Lion Point Capital
New York
$26.5M
2
P2P
Phase 2 Partners
California
$4.79M
3
CCPM
Cooper Creek Partners Management
New York
$3.72M
4
CSS
Cubist Systematic Strategies
Connecticut
$3.12M
5
CM
Capital Management
Virginia
$12.2M

Top Sellers

1
ACL
Azora Capital LP
Florida
$23.4M
2
Norges Bank
Norges Bank
Norway
$513K
3
Morgan Stanley
Morgan Stanley
New York
$7.17M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$8.77M
5
GC
Gillson Capital
Illinois
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$108M +$280K +47,770 +0.3%
ACH
2
ArrowMark Colorado Holdings
Colorado
$90.7M -$1.61M -274,435 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.6M -$108K -18,314 -0.1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$44.6M +$839K +143,014 +2%
LPC
5
Lion Point Capital
New York
$26.5M +$26.5M +4,521,979 New
State Street
6
State Street
Massachusetts
$25.6M -$1.12M -191,055 -4%
ACL
7
Azora Capital LP
Florida
$23.4M -$6.29M -1,072,029 -21%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.3M -$305K -52,040 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$16.7M +$1.43M +244,292 +9%
TI
10
Tidal Investments
Wisconsin
$16.5M +$1.68M +285,700 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.6M +$57.6K +9,807 +0.5%
CM
12
Capital Management
Virginia
$12.2M +$2.32M +395,377 +23%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$8.77M -$3.33M -567,574 -28%
Northern Trust
14
Northern Trust
Illinois
$8.58M -$119K -20,249 -1%
Charles Schwab
15
Charles Schwab
California
$7.83M +$169K +28,837 +2%
Millennium Management
16
Millennium Management
New York
$7.68M -$3.86K -658 -0.1%
Morgan Stanley
17
Morgan Stanley
New York
$7.17M -$5.91M -1,007,087 -45%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.23M +$1.4M +238,500 +37%
Fisher Asset Management
19
Fisher Asset Management
Washington
$5.12M -$304K -51,778 -6%
Renaissance Technologies
20
Renaissance Technologies
New York
$5.01M -$706K -120,228 -12%
P2P
21
Phase 2 Partners
California
$4.79M +$4.79M +816,325 New
JAM
22
Jacobs Asset Management
New York
$4.55M +$2.05M +350,000 +82%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.35M -$24.3K -4,139 -0.6%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$3.99M +$209K +35,628 +6%
CCPM
25
Cooper Creek Partners Management
New York
$3.72M +$3.72M +632,842 New
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