WT icon

WisdomTree
WT

Overview Fund Activity

258 hedge funds and large institutions have $1.99B invested in WisdomTree in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+10
Holders Change %
+4.03%
% of All Funds
6.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
46
Increased
103
Reduced
80
Closed
33
Calls
$12.8M
Puts
$35.2M
Net Calls
-$22.3M
Net Calls Change
+$23.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$80.8M
2
AAM
Ardevora Asset Management
United Kingdom
+$17.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$14.7M
4
GC
Guggenheim Capital
Illinois
+$10.5M
5
JHIU
Janus Henderson Investors US
Colorado
+$6.45M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.9M
3
TCM
TimesSquare Capital Management
New York
-$16M
4
KCM
Kornitzer Capital Management
Kansas
-$15.7M
5
RG
Rathbones Group
United Kingdom
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Herndon Capital Management
Georgia
$36K +$36K +2,306 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$35K +$13.5K +872 +63%
HIIFS
228
Harel Insurance Investments & Financial Services
Israel
$30K +$30K +1,900 New
EWM
229
Evercore Wealth Management
New York
$27K – – –
DADC
230
D.A. Davidson & Co
Montana
$26K +$6.69K +442 +35%
WTC
231
WhitTier Trust Company
Nevada
$23K – – –
SI
232
Stephens Inc
Arkansas
$22K +$19.8K +1,264 +890%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$21K +$3.8K +248 +22%
WEC
234
Winslow Evans & Crocker
Massachusetts
$20K +$1.79K +114 +10%
CG
235
Colony Group
Massachusetts
$16K +$16K +1,038 New
TWI
236
Thomas White International
Illinois
$13K – – –
IA
237
IFP Advisors
Florida
$13K +$13K +811 New
VFA
238
Virtus Fund Advisers
Connecticut
$9K – – –
VNA
239
Valley National Advisers
Pennsylvania
$7K +$7K +451 New
US Bancorp
240
US Bancorp
Minnesota
$6K +$1.33K +84 +28%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$5K +$109 +7 +2%
TRCT
242
Tower Research Capital (TRC)
New York
$5K +$3.23K +189 +182%
QCG
243
Quadrant Capital Group
Ohio
$5K +$5K +368 New
ATC
244
Adirondack Trust Company
New York
$4K – – –
AssetMark Inc
245
AssetMark Inc
California
$4K +$3.83K +226 +2,260%
AIA
246
Allegis Investment Advisors
Idaho
$4K +$4K +267 New
IR
247
Invictus RG
Bermuda
$4K +$4K +278 New
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.45K -$4 -237 -0.1%
AF
249
Arrow Financial
New York
$2K +$2K +119 New
RFS
250
Rockefeller Financial Services
New York
$2K +$2K +138 New
8 9
10
11 12