WisdomTree
163 hedge funds and large institutions have $561M invested in WisdomTree in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 26 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.19% more ownership
Funds ownership: 73.79% → 74.98% (+1.2%)
7% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 56
7% less funds holding
Funds holding: 176 → 163 (-13)
12% less capital invested
Capital invested by funds: $635M → $561M (-$74.3M)
22% less call options, than puts
Call options by funds: $429K | Put options by funds: $548K
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$23.2M |
| 2 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$11.7M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
+$4.69M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$3.14M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$8.66M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
-$3.71M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.13M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.05M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$2.62M |
WT Hedge Fund Activity: Q2 2022 in Review
163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2022, worth a combined $561M — down 12% from $635M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WT and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 60 added.
The largest buyer was Azora Capital LP, adding an estimated $23.2M. The largest seller was Bank of New York Mellon, cutting an estimated $8.66M.
- 163 institutional investors held WisdomTree (WT) as of Q2 2022, down from 176 in Q1 2022.
- Funds reported $561M of WisdomTree stock for Q2 2022, down 12% quarter-over-quarter.
- 16 funds opened new WisdomTree positions in Q2 2022 and 26 closed out, a net change of -10 holders.
- The largest WisdomTree buyer in Q2 2022 was Azora Capital LP, an estimated $23.2M added.
- The largest WisdomTree seller in Q2 2022 was Bank of New York Mellon, an estimated $8.66M sold.
Based on aggregated 13F filings for Q2 2022.