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WisdomTree
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Overview Fund Activity

248 hedge funds and large institutions have $2.03B invested in WisdomTree in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
6.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
107
Reduced
77
Closed
33
Calls
$16M
Puts
$62M
Net Calls
-$46M
Net Calls Change
+$232M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$163M
2
CC
2
Cannell & Co
New York
$55.8M
3
Invesco
3
Invesco
Georgia
$64.4M
4
Capital World Investors
4
Capital World Investors
California
$33.7M
5
WA
5
Wasatch Advisors
Utah
$21.6M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$31.1M
2
KCM
2
Kornitzer Capital Management
Kansas
$45.1M
3
CM
3
Castleark Management
Illinois
$0
4
AII
4
AGF Investments Inc
Ontario, Canada
$5.09M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$19K 1,151 +748 +186%
WEC
227
Winslow Evans & Crocker
Massachusetts
$18.7K 1,162 +84 +8%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$18K 1,124 -98 -8%
PSI
229
Pinnacle Summer Investments
Virginia
$17K 1,017 +4 +0.4%
TWI
230
Thomas White International
Illinois
$13K 830 +830 New
AP
231
Advisors Preferred
Maryland
$12K 752 +752 New
Simplex Trading
232
Simplex Trading
Illinois
$10K 676 +676 New
VFA
233
Virtus Fund Advisers
Connecticut
$9K 588 +588 New
US Bancorp
234
US Bancorp
Minnesota
$5K 295 -1,347 -82%
ATC
235
Adirondack Trust Company
New York
$5K 300 – –
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$5K 314 +111 +55%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$5K 297 +297 New
W
238
Wealthfront
California
$5K 298 +298 New
AA
239
ALPS Advisors
Colorado
$4.41K 27,356 +2,897 +12%
Lazard Asset Management
240
Lazard Asset Management
New York
$4K 296 -41,600 -99%
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.51K 220,376 +1,442 +0.7%
IMS
242
Index Management Solutions
Pennsylvania
$3K 198 +198 New
TRCT
243
Tower Research Capital (TRC)
New York
$2K 104 -8,633 -99%
SI
244
Stephens Inc
Arkansas
$2K 142 – –
WCBA
245
Weaver C. Barksdale & Associates
Tennessee
$1K 57 +15 +36%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1K 42 +40 +2,000%
Nuveen Asset Management
247
Nuveen Asset Management
Illinois
$842 52,192 -527,277 -91%
CM
248
Castleark Management
Illinois
– – -784,510 Closed
Renaissance Technologies
249
Renaissance Technologies
New York
– – -436,000 Closed
Jacobs Levy Equity Management
250
Jacobs Levy Equity Management
New Jersey
– – -274,230 Closed
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