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WisdomTree
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in WisdomTree in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 24 closing their positions.

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
70
Reduced
72
Closed
24
Calls
$316K
Puts
$46K
Net Calls
+$270K
Net Calls Change
+$268K

Top Buyers

1
Invesco
1
Invesco
Georgia
$20.5M
2
SCM
2
Simcoe Capital Management
New York
$10.7M
3
Macquarie Group
3
Macquarie Group
Australia
$10.3M
4
Victory Capital Management
4
Victory Capital Management
Texas
$9.18M
5
ACL
5
Azora Capital LP
Florida
$79M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$98.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$827K
4
TI
4
Tidal Investments
Wisconsin
$4.56M
5
BA
5
Bridgewater Associates
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$168M 18,241,691 -93,449 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M 14,505,680 -98,264 -0.7%
ACH
3
ArrowMark Colorado Holdings
Colorado
$98.9M 10,760,966 -2,734,113 -20%
ACL
4
Azora Capital LP
Florida
$79M 8,591,172 +797,851 +10%
State Street
5
State Street
Massachusetts
$47.9M 5,211,740 +222,825 +4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$45.4M 4,942,535 -24,016 -0.5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$39.6M 4,305,671 +408,429 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38.1M 4,147,859 +149,599 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$27.7M 3,017,056 -94,658 -3%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$25.6M 2,788,746 +194,369 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.6M 2,681,195 +62,923 +2%
Invesco
12
Invesco
Georgia
$20.5M 2,235,599 +1,230,993 +123%
Morgan Stanley
13
Morgan Stanley
New York
$16.8M 1,831,351 -1,857,177 -50%
Renaissance Technologies
14
Renaissance Technologies
New York
$14.4M 1,561,879 -354,000 -18%
Two Sigma Investments
15
Two Sigma Investments
New York
$14M 1,519,548 -42,161 -3%
Northern Trust
16
Northern Trust
Illinois
$13.4M 1,456,702 -25,676 -2%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$12M 1,302,900 +92,600 +8%
P2P
18
Phase 2 Partners
California
$11.2M 1,219,276 +133,528 +12%
SCM
19
Simcoe Capital Management
New York
$10.7M 1,163,720 +1,163,720 New
Macquarie Group
20
Macquarie Group
Australia
$10.3M 1,117,522 +1,117,522 New
Charles Schwab
21
Charles Schwab
California
$9.79M 1,064,849 +56,813 +6%
Millennium Management
22
Millennium Management
New York
$9.68M 1,053,760 +250,356 +31%
Victory Capital Management
23
Victory Capital Management
Texas
$9.18M 998,420 +976,217 +4,397%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$5.78M 628,393 +41,119 +7%
CM
25
Capital Management
Virginia
$5.72M 622,450 -581,327 -48%
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