WisdomTree
224 hedge funds and large institutions have $1.16B invested in WisdomTree in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 65 reducing their positions, and 25 closing their positions.
84% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 25
39% more call options, than puts
Call options by funds: $410K | Put options by funds: $296K
25% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 65
11% more capital invested
Capital invested by funds: $1.05B → $1.16B (+$119M)
9% more funds holding
Funds holding: 206 → 224 (+18)
2.41% more ownership
Funds ownership: 74.99% → 77.4% (+2.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$15M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.12M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$8.69M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$8.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$21.9M |
| 2 |
SCM
Simcoe Capital Management
New York
|
-$10.7M |
| 3 |
CM
Capital Management
Glen Allen,
Virginia
|
-$5.48M |
| 4 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$5.21M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$4.46M |
WT Hedge Fund Activity: Q2 2024 in Review
224 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2024, worth a combined $1.16B — up 11% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new WT positions and 25 closed out — a net gain of 21 holders — while 81 added to existing stakes and 65 trimmed.
The largest buyer was Invesco, adding an estimated $15M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $21.9M.
- 224 institutional investors held WisdomTree (WT) as of Q2 2024, up from 206 in Q1 2024.
- Funds reported $1.16B of WisdomTree stock for Q2 2024, up 11% quarter-over-quarter.
- 46 funds opened new WisdomTree positions in Q2 2024 and 25 closed out, a net change of +21 holders.
- The largest WisdomTree buyer in Q2 2024 was Invesco, an estimated $15M added.
- The largest WisdomTree seller in Q2 2024 was ArrowMark Colorado Holdings, an estimated $21.9M sold.
Based on aggregated 13F filings for Q2 2024.