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WisdomTree
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Overview Fund Activity

225 hedge funds and large institutions have $1.17B invested in WisdomTree in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
225
Holders Change
+19
Holders Change %
+9.22%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
81
Reduced
66
Closed
24
Calls
$410K
Puts
$296K
Net Calls
+$114K
Net Calls Change
-$156K

Top Buyers

1
Invesco
1
Invesco
Georgia
$37.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$58.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$153M
4
Victory Capital Management
4
Victory Capital Management
Texas
$19.1M
5
ACL
5
Azora Capital LP
Florida
$93.8M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$83.6M
2
SCM
2
Simcoe Capital Management
New York
$0
3
CM
3
Capital Management
Virginia
$393K
4
P2P
4
Phase 2 Partners
California
$6.59M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$183M 18,479,490 +237,799 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$153M 15,475,478 +969,798 +7%
ACL
3
Azora Capital LP
Florida
$93.8M 9,467,426 +876,254 +10%
ACH
4
ArrowMark Colorado Holdings
Colorado
$83.6M 8,437,062 -2,323,904 -22%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$58.4M 5,893,174 +1,587,503 +37%
State Street
6
State Street
Massachusetts
$52.3M 5,279,066 +67,326 +1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$46.1M 4,647,220 -295,315 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$40.9M 4,131,925 -15,934 -0.4%
Invesco
9
Invesco
Georgia
$37.9M 3,825,896 +1,590,297 +71%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$30.2M 3,042,815 +25,759 +0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$28M 2,820,911 +139,716 +5%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$25.2M 2,544,645 -244,101 -9%
Victory Capital Management
13
Victory Capital Management
Texas
$19.1M 1,922,414 +923,994 +93%
Macquarie Group
14
Macquarie Group
Australia
$18.6M 1,875,528 +758,006 +68%
Morgan Stanley
15
Morgan Stanley
New York
$16.2M 1,637,159 -194,192 -11%
Northern Trust
16
Northern Trust
Illinois
$14.1M 1,425,370 -31,332 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$12.5M 1,261,879 -300,000 -19%
Two Sigma Investments
18
Two Sigma Investments
New York
$12.3M 1,244,669 -274,879 -18%
Charles Schwab
19
Charles Schwab
California
$11.1M 1,118,761 +53,912 +5%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$10.3M 1,041,600 -261,300 -20%
Millennium Management
21
Millennium Management
New York
$9.09M 917,209 -136,551 -13%
Marshall Wace
22
Marshall Wace
United Kingdom
$7.66M 772,543 +348,850 +82%
AQR Capital Management
23
AQR Capital Management
Connecticut
$7.14M 720,132 +245,041 +52%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$6.91M 697,460 +177,132 +34%
P2P
25
Phase 2 Partners
California
$6.59M 665,395 -553,881 -45%
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