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WisdomTree
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Overview Fund Activity

156 hedge funds and large institutions have $518M invested in WisdomTree in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
156
Holders Change
-7
Holders Change %
-4.29%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
65
Reduced
49
Closed
19
Calls
$576K
Puts
$476K
Net Calls
+$100K
Net Calls Change
+$219K

Top Buyers

1
BA
1
Bridgewater Associates
Connecticut
$17.5M
2
Millennium Management
2
Millennium Management
New York
$9.66M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$40.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.57M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
ACL
2
Azora Capital LP
Florida
$34.4M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$522K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.59M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$66.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$85.6M 18,292,009 +53,204 +0.3%
ACH
2
ArrowMark Colorado Holdings
Colorado
$66.5M 14,199,193 -704,401 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.4M 13,969,108 +175,438 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$40.9M 8,745,516 +600,966 +7%
ACL
5
Azora Capital LP
Florida
$34.4M 7,137,043 -899,050 -11%
LPC
6
Lion Point Capital
New York
$26.5M 4,521,979 – –
State Street
7
State Street
Massachusetts
$19.3M 4,114,475 -124,619 -3%
BA
8
Bridgewater Associates
Connecticut
$17.5M 3,745,448 +1,544,098 +70%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.3M 3,060,377 +77,272 +3%
TI
10
Tidal Investments
Wisconsin
$10.8M 2,312,157 -93,918 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10.2M 2,188,156 +29,507 +1%
Millennium Management
12
Millennium Management
New York
$9.66M 2,064,270 +1,209,931 +142%
Morgan Stanley
13
Morgan Stanley
New York
$7.46M 1,593,318 +118,036 +8%
Charles Schwab
14
Charles Schwab
California
$6.7M 1,431,213 +56,253 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.59M 1,408,170 -714,910 -34%
CM
16
Capital Management
Virginia
$6.53M 1,395,657 -582,237 -29%
Northern Trust
17
Northern Trust
Illinois
$6.51M 1,390,730 -18,510 -1%
GC
18
Gillson Capital
Illinois
$5.96M 1,273,419 +191,643 +18%
SSA
19
Schonfeld Strategic Advisors
New York
$5.18M 1,106,005 +104,405 +10%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.98M 1,064,579 +3,600 +0.3%
IP
21
Interval Partners
New York
$4.16M 888,166 +142,920 +19%
P2P
22
Phase 2 Partners
California
$4.12M 880,529 -323,717 -27%
JAM
23
Jacobs Asset Management
New York
$3.63M 775,000 – –
Principal Financial Group
24
Principal Financial Group
Iowa
$3.26M 695,999 +799 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$2.57M 548,868 +204,025 +59%
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