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WisdomTree
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Overview Fund Activity

148 hedge funds and large institutions have $633M invested in WisdomTree in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 28 closing their positions.

Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
45
Reduced
61
Closed
28
Calls
$232K
Puts
$1K
Net Calls
+$231K
Net Calls Change
+$202K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$12.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$12.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$4.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$87.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$3.48M

Top Sellers

1
LPC
1
Lion Point Capital
New York
$0
2
Invesco
2
Invesco
Georgia
$2.31M
3
DCM
3
Difesa Capital Management
New York
$0
4
BA
4
Bridgewater Associates
Connecticut
$21.6M
5
Charles Schwab
5
Charles Schwab
California
$5.38M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$107M 18,314,980 -301,477 -2%
ACH
2
ArrowMark Colorado Holdings
Colorado
$92.7M 15,819,383 -115,614 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$87.4M 14,914,157 +631,425 +4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$51.4M 8,768,287 -5,562 -0.1%
ACL
5
Azora Capital LP
Florida
$42.2M 7,198,980 -101,612 -1%
State Street
6
State Street
Massachusetts
$26M 4,429,387 +94,231 +2%
BA
7
Bridgewater Associates
Connecticut
$21.6M 3,694,177 -652,857 -15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.8M 3,552,815 +477,054 +16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.4M 2,281,319 +131,283 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$12.9M 2,206,486 +763,490 +53%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$12.7M 2,163,449 +1,741,915 +413%
Millennium Management
12
Millennium Management
New York
$12.1M 2,072,075 +267,710 +15%
TI
13
Tidal Investments
Wisconsin
$11.8M 2,008,426 -26,246 -1%
CM
14
Capital Management
Virginia
$9.79M 1,670,687 -215,212 -11%
Morgan Stanley
15
Morgan Stanley
New York
$8.41M 1,434,376 -31,289 -2%
Northern Trust
16
Northern Trust
Illinois
$8.34M 1,423,838 +7,330 +0.5%
GC
17
Gillson Capital
Illinois
$7.17M 1,223,710 -168,055 -12%
Renaissance Technologies
18
Renaissance Technologies
New York
$6.11M 1,042,079 -25,500 -2%
Charles Schwab
19
Charles Schwab
California
$5.38M 918,115 -536,453 -37%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$4.7M 801,758 +712,948 +803%
JAM
21
Jacobs Asset Management
New York
$4.4M 750,000 -25,000 -3%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.96M 675,529 -14,462 -2%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$3.48M 600,715 +600,715 New
SSA
24
Schonfeld Strategic Advisors
New York
$2.89M 494,019 -266,786 -35%
Citadel Advisors
25
Citadel Advisors
Florida
$2.79M 475,526 +317,399 +201%
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