WisdomTree
148 hedge funds and large institutions have $633M invested in WisdomTree in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 28 closing their positions.
23,100% more call options, than puts
Call options by funds: $232K | Put options by funds: $1K
7% more capital invested
Capital invested by funds: $590M → $633M (+$43.5M)
1.34% less ownership
Funds ownership: 73.62% → 72.28% (-1.3%)
6% less funds holding
Funds holding: 157 → 148 (-9)
28% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 61
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$10.1M |
| 2 |
Bank of New York Mellon
New York
|
+$4.45M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.15M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.68M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lion Point Capital
New York
|
-$26.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.32M |
| 3 |
DCM
Difesa Capital Management
New York
|
-$3.91M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$3.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$3.12M |
WT Hedge Fund Activity: Q1 2023 in Review
148 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2023, worth a combined $633M — up 7.4% from $590M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WT and 20 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 44 added.
The largest buyer was Wellington Management Group, adding an estimated $10.1M. The largest seller was Lion Point Capital, exiting entirely with an estimated $26.5M sold.
- 148 institutional investors held WisdomTree (WT) as of Q1 2023, down from 157 in Q4 2022.
- Funds reported $633M of WisdomTree stock for Q1 2023, up 7.4% quarter-over-quarter.
- 20 funds opened new WisdomTree positions in Q1 2023 and 28 closed out, a net change of -8 holders.
- The largest WisdomTree buyer in Q1 2023 was Wellington Management Group, an estimated $10.1M added.
- The largest WisdomTree seller in Q1 2023 was Lion Point Capital, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2023.