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WisdomTree
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Overview Fund Activity

178 hedge funds and large institutions have $749M invested in WisdomTree in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
57
Reduced
68
Closed
26
Calls
$485K
Puts
$2K
Net Calls
+$483K
Net Calls Change
+$428K

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$52.7M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$14.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$26.3M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.55M
5
State Street
5
State Street
Massachusetts
$35.6M

Top Sellers

1
GC
1
Gillson Capital
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$5.99M
3
Citadel Advisors
3
Citadel Advisors
Florida
$28.4K
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$100M
5
P2P
5
Phase 2 Partners
California
$6.34M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$127M 18,135,731 +383,959 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M 14,844,039 -116,295 -0.8%
ACH
3
ArrowMark Colorado Holdings
Colorado
$100M 14,289,839 -462,842 -3%
ACL
4
Azora Capital LP
Florida
$52.7M 7,525,044 +2,618,114 +53%
State Street
5
State Street
Massachusetts
$35.6M 5,087,920 +445,764 +10%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$34.7M 4,962,389 +8,420 +0.2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$26.3M 3,755,888 +1,755,080 +88%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$25.9M 3,704,200 -12,471 -0.3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$23.3M 3,322,676 +81,040 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.6M 2,510,675 +106,767 +4%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$14.7M 2,103,909 +2,054,549 +4,162%
TI
12
Tidal Investments
Wisconsin
$11M 1,574,612 -52,950 -3%
Northern Trust
13
Northern Trust
Illinois
$10.4M 1,486,754 -6,117 -0.4%
Morgan Stanley
14
Morgan Stanley
New York
$10.1M 1,447,743 -27,351 -2%
BA
15
Bridgewater Associates
Connecticut
$9.44M 1,348,952 -70,249 -5%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.97M 1,137,979 -381,744 -25%
Charles Schwab
17
Charles Schwab
California
$7.09M 1,013,058 +48,187 +5%
Invesco
18
Invesco
Georgia
$6.96M 994,254 +104,074 +12%
P2P
19
Phase 2 Partners
California
$6.34M 905,176 -406,273 -31%
CM
20
Capital Management
Virginia
$6.01M 859,017 -24,725 -3%
Millennium Management
21
Millennium Management
New York
$5.99M 855,435 -996,735 -54%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$5.56M 794,509 -246,481 -24%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$4.55M 650,000 +650,000 New
Principal Financial Group
24
Principal Financial Group
Iowa
$4.3M 614,118 -35,352 -5%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$3.59M 512,739 +134,277 +35%
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