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WisdomTree
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Overview Fund Activity

181 hedge funds and large institutions have $720M invested in WisdomTree in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+33
Holders Change %
+22.3%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
61
Reduced
48
Closed
13
Calls
$66K
Puts
$11K
Net Calls
+$55K
Net Calls Change
-$176K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$7.14M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$22.2M
3
P2P
Phase 2 Partners
California
$9M
4
Invesco
Invesco
Georgia
$6.11M
5
Renaissance Technologies
Renaissance Technologies
New York
$10.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$34M
2
ACL
Azora Capital LP
Florida
$33.7M
3
BA
Bridgewater Associates
Connecticut
$9.74M
4
ACH
ArrowMark Colorado Holdings
Colorado
$101M
5
CM
Capital Management
Virginia
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$122M -$3.86M -563,208 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M +$317K +46,177 +0.3%
ACH
3
ArrowMark Colorado Holdings
Colorado
$101M -$7.32M -1,066,702 -7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$34M -$26.2M -3,814,318 -44%
ACL
5
Azora Capital LP
Florida
$33.7M -$15.7M -2,292,050 -32%
State Street
6
State Street
Massachusetts
$31.8M +$1.46M +212,769 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$25.5M +$1.12M +163,856 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$22.2M +$7.1M +1,035,150 +47%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.5M +$841K +122,589 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$13.7M -$1.12M -162,641 -8%
Millennium Management
11
Millennium Management
New York
$12.7M -$1.51M -219,905 -11%
TI
12
Tidal Investments
Wisconsin
$11.2M -$2.61M -380,864 -19%
Renaissance Technologies
13
Renaissance Technologies
New York
$10.4M +$3.28M +477,644 +46%
Northern Trust
14
Northern Trust
Illinois
$10.2M +$474K +69,033 +5%
Morgan Stanley
15
Morgan Stanley
New York
$10.1M +$279K +40,718 +3%
BA
16
Bridgewater Associates
Connecticut
$9.74M -$15.6M -2,274,976 -62%
P2P
17
Phase 2 Partners
California
$9M +$5.93M +863,765 +193%
GC
18
Gillson Capital
Illinois
$7.62M -$773K -112,751 -9%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$7.14M +$7.14M +1,040,990 New
Charles Schwab
20
Charles Schwab
California
$6.62M +$321K +46,756 +5%
Invesco
21
Invesco
Georgia
$6.11M +$3.41M +496,482 +126%
CM
22
Capital Management
Virginia
$6.06M -$5.4M -786,945 -47%
Citadel Advisors
23
Citadel Advisors
Florida
$6.04M +$2.78M +405,006 +85%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.46M -$179K -26,059 -4%
Two Sigma Investments
25
Two Sigma Investments
New York
$4.23M +$2.75M +400,464 +185%
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