WisdomTree
157 hedge funds and large institutions have $590M invested in WisdomTree in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.
223% more call options, than puts
Call options by funds: $42K | Put options by funds: $13K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 45
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
14% more capital invested
Capital invested by funds: $518M → $590M (+$72.1M)
1% more funds holding
Funds holding: 156 → 157 (+1)
0.9% less ownership
Funds ownership: 74.52% → 73.62% (-0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$9.03M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$5.28M |
| 3 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$3.13M |
| 4 |
CM
Capital Management
Glen Allen,
Virginia
|
+$2.55M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$4.12M |
| 2 |
IP
Interval Partners
New York
|
-$3.19M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$2.25M |
| 4 |
Goldman Sachs
New York
|
-$2.15M |
| 5 |
JP Morgan Chase
New York
|
-$1.85M |
WT Hedge Fund Activity: Q4 2022 in Review
157 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2022, worth a combined $590M — up 14% from $518M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WT positions and 21 closed out — a net gain of 3 holders — while 56 added to existing stakes and 45 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $9.03M. The largest seller was Phase 2 Partners, exiting entirely with an estimated $4.12M sold.
- 157 institutional investors held WisdomTree (WT) as of Q4 2022, up from 156 in Q3 2022.
- Funds reported $590M of WisdomTree stock for Q4 2022, up 14% quarter-over-quarter.
- 24 funds opened new WisdomTree positions in Q4 2022 and 21 closed out, a net change of +3 holders.
- The largest WisdomTree buyer in Q4 2022 was ArrowMark Colorado Holdings, an estimated $9.03M added.
- The largest WisdomTree seller in Q4 2022 was Phase 2 Partners, an estimated $4.12M sold.
Based on aggregated 13F filings for Q4 2022.