WisdomTree
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, 64 increasing their positions, 50 reducing their positions, and 19 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 50
21% more call options, than puts
Call options by funds: $576K | Put options by funds: $476K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.46% less ownership
Funds ownership: 74.98% → 74.52% (-0.46%)
4% less funds holding
Funds holding: 163 → 156 (-7)
8% less capital invested
Capital invested by funds: $561M → $518M (-$42.9M)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$7.9M |
| 2 |
Millennium Management
New York
|
+$6.19M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$3.07M |
| 4 |
JP Morgan Chase
New York
|
+$1.89M |
| 5 |
Goldman Sachs
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.3M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$4.6M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$3.89M |
| 4 |
Bank of New York Mellon
New York
|
-$3.66M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.6M |
WT Hedge Fund Activity: Q3 2022 in Review
156 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2022, worth a combined $518M — down 7.7% from $561M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of WT and 13 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 64 added.
The largest buyer was Bridgewater Associates, adding an estimated $7.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $5.3M sold.
- 156 institutional investors held WisdomTree (WT) as of Q3 2022, down from 163 in Q2 2022.
- Funds reported $518M of WisdomTree stock for Q3 2022, down 7.7% quarter-over-quarter.
- 13 funds opened new WisdomTree positions in Q3 2022 and 19 closed out, a net change of -6 holders.
- The largest WisdomTree buyer in Q3 2022 was Bridgewater Associates, an estimated $7.9M added.
- The largest WisdomTree seller in Q3 2022 was Wellington Management Group, an estimated $5.3M sold.
Based on aggregated 13F filings for Q3 2022.