WT icon

WisdomTree
WT

Overview Fund Activity

237 hedge funds and large institutions have $1.48B invested in WisdomTree in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 82 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-21
Holders Change %
-8.14%
% of All Funds
6.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
101
Reduced
82
Closed
53
Calls
$4.16M
Puts
$35.5M
Net Calls
-$31.3M
Net Calls Change
-$9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$45.2M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$28.5M
3
TIM
Thornburg Investment Management
New Mexico
+$18.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.8M
5
FAM
Fred Alger Management
New York
+$11.6M

Top Sellers

1
CC
Cannell & Co
New York
-$36.2M
2
RIM
RS Investment Management
California
-$34.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$23.5M
4
Invesco
Invesco
Georgia
-$20.6M
5
SIMG
Stephens Investment Management Group
Texas
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
226
Valley National Advisers
Pennsylvania
$5K – – –
ATC
227
Adirondack Trust Company
New York
$3K – – –
AssetMark Inc
228
AssetMark Inc
California
$2K -$1.26K -91 -39%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.99K +189 +18,900%
UFA
230
US Financial Advisors
Massachusetts
$2K +$2K +207 New
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$1K -$3.4K -248 -77%
WCBA
232
Weaver C. Barksdale & Associates
Tennessee
$1K +$312 +29 +45%
TWA
233
TCI Wealth Advisors
Arizona
$1K +$1K +54 New
Nuveen Asset Management
234
Nuveen Asset Management
Illinois
$620 +$27 +2,353 +5%
HW
235
Hancock Whitney
Mississippi
$571 +$202 +17,636 +55%
RIM
236
RS Investment Management
California
– -$34.3M -2,189,748 Closed
State of New Jersey Common Pension Fund D
237
State of New Jersey Common Pension Fund D
New Jersey
– -$23.5M -1,500,000 Closed
SIMG
238
Stephens Investment Management Group
Texas
– -$15.1M -962,855 Closed
O
239
OppenheimerFunds
New York
– -$6.5M -414,358 Closed
EGM
240
Engineers Gate Manager
New York
– -$4.77M -304,303 Closed
EIGI
241
Elmrox Investment Group IM
New York
– -$2.21M -140,985 Closed
Robeco Institutional Asset Management
242
Robeco Institutional Asset Management
Netherlands
– -$2.03M -129,429 Closed
QIM
243
Quantitative Investment Management
Virginia
– -$1.79M -114,000 Closed
FCI
244
Financial Counselors Inc
Kansas
– -$1.73M -110,097 Closed
CCM
245
Cupps Capital Management
Illinois
– -$1.63M -104,037 Closed
Group One Trading
246
Group One Trading
Illinois
– -$1.47M -93,500 Closed
AL
247
Airain Ltd
Guernsey
– -$1.38M -88,137 Closed
CIBC World Market
248
CIBC World Market
Ontario, Canada
– -$1.33M -84,785 Closed
Calamos Advisors
249
Calamos Advisors
Illinois
– -$1.08M -68,700 Closed
SAM
250
Symphony Asset Management
California
– -$1.04M -66,530 Closed
8 9
10
11 12