WisdomTree
274 hedge funds and large institutions have $1.37B invested in WisdomTree in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 16 closing their positions.
263% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 16
88% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $978K
74% more capital inflows, than outflows
Capital inflows: $193M | Capital outflows: $111M
64% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 69
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more funds holding
Funds holding: 234 → 274 (+40)
8.07% more ownership
Funds ownership: 81.34% → 89.41% (+8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$18.5M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$12.7M |
| 3 |
Goldman Sachs
New York
|
+$11.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.2M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$22.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$9.06M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.87M |
WT Hedge Fund Activity: Q4 2024 in Review
274 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2024, worth a combined $1.37B — up 11% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new WT positions and 16 closed out — a net gain of 42 holders — while 113 added to existing stakes and 69 trimmed.
The largest buyer was Millennium Management, adding an estimated $18.5M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $22.6M.
- 274 institutional investors held WisdomTree (WT) as of Q4 2024, up from 234 in Q3 2024.
- Funds reported $1.37B of WisdomTree stock for Q4 2024, up 11% quarter-over-quarter.
- 58 funds opened new WisdomTree positions in Q4 2024 and 16 closed out, a net change of +42 holders.
- The largest WisdomTree buyer in Q4 2024 was Millennium Management, an estimated $18.5M added.
- The largest WisdomTree seller in Q4 2024 was ArrowMark Colorado Holdings, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2024.