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WisdomTree
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Overview Fund Activity

211 hedge funds and large institutions have $1.34B invested in WisdomTree in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
91
Reduced
63
Closed
35
Calls
$5.3M
Puts
$18.4M
Net Calls
-$13.1M
Net Calls Change
-$17.9M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$29.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$21M
3
Capital Fund Management (CFM)
3
Capital Fund Management (CFM)
France
$7.54M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$60.7M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$19.2M
2
AAM
2
Ardevora Asset Management
United Kingdom
$0
3
Capital World Investors
3
Capital World Investors
California
$18.6M
4
WRF
4
Waddell & Reed Financial
Kansas
$5.4M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12.7M +$339K +32,941 +3%
RA
27
Royce & Associates
New York
$11.8M -$648K -63,000 -5%
GC
28
Guggenheim Capital
Illinois
$11.3M -$1.47M -142,420 -11%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$10.9M +$55.4K +5,387 +0.5%
KCM
30
Kornitzer Capital Management
Kansas
$10.3M -$2.12M -206,355 -17%
SEI Investments
31
SEI Investments
Pennsylvania
$9.71M -$20K -1,944 -0.2%
Wells Fargo
32
Wells Fargo
California
$9.66M -$1.28M -124,801 -12%
SAMH
33
Shanda Asset Management Holdings
British Virgin Islands
$8.68M – – –
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$8.57M -$8.37M -812,987 -49%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$8.51M +$462K +44,895 +6%
Capital Fund Management (CFM)
36
Capital Fund Management (CFM)
France
$7.54M +$7.54M +732,339 New
BIM
37
BlackRock Investment Management
Delaware
$7.47M +$54.6K +5,309 +0.7%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$6.22M +$6.22M +604,500 New
BG
39
BlackRock Group
United Kingdom
$6.12M -$67.9K -6,600 -1%
WRF
40
Waddell & Reed Financial
Kansas
$5.4M -$12.6M -1,225,200 -70%
Principal Financial Group
41
Principal Financial Group
Iowa
$4.64M +$238K +23,117 +5%
EA
42
Emerald Acquisition
Washington
$4.55M -$558K -54,253 -11%
GAAM
43
Guinness Atkinson Asset Management
California
$4.38M – – –
Charles Schwab
44
Charles Schwab
California
$4.22M +$267K +25,934 +7%
AII
45
AGF Investments Inc
Ontario, Canada
$3.83M – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.79M -$799K -77,693 -17%
UBS Group
47
UBS Group
Switzerland
$3.7M +$138K +13,402 +4%
Stifel Financial
48
Stifel Financial
Missouri
$3.53M +$2.2M +215,778 +166%
HIC
49
Hartline Investment Corp
Illinois
$3.18M -$522K -50,713 -14%
PWM
50
Patriot Wealth Management
Texas
$3.16M -$77.8K -7,559 -2%
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