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WisdomTree
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Overview Fund Activity

204 hedge funds and large institutions have $1.77B invested in WisdomTree in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-17
Holders Change %
-7.69%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
84
Reduced
65
Closed
41
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$10.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$121M
2
TCM
TimesSquare Capital Management
New York
+$27.1M
3
FAM
Fred Alger Management
New York
+$26.2M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$18M
5
Millennium Management
Millennium Management
New York
+$17.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.6M
3
FCM
Frontier Capital Management
Massachusetts
-$23.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.6M
5
HCM
Hodges Capital Management
Texas
-$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$11.2M +$1.89M +208,169 +20%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$10.8M +$10.8M +1,191,849 New
SC
28
ShearLink Capital
New York
$10M +$4.16M +458,617 +71%
SEI Investments
29
SEI Investments
Pennsylvania
$9.95M +$1.63M +179,262 +20%
SO
30
STRS Ohio
Ohio
$9.44M -$908K -100,000 -9%
GIP
31
Granite Investment Partners
California
$8.83M +$4.1M +451,992 +87%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$8.22M +$304K +33,442 +4%
Principal Financial Group
33
Principal Financial Group
Iowa
$8.07M +$3.91M +430,388 +94%
Bank of America
34
Bank of America
North Carolina
$7.55M +$2.99M +329,803 +66%
Wells Fargo
35
Wells Fargo
California
$7.08M -$1.06M -117,166 -13%
Stifel Financial
36
Stifel Financial
Missouri
$6.85M +$3.23M +355,044 +89%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$6.74M +$231K +25,403 +4%
Goldman Sachs
38
Goldman Sachs
New York
$6.05M +$2.74M +301,458 +83%
AII
39
AGF Investments Inc
Ontario, Canada
$6.01M +$121K +13,299 +2%
Ameriprise
40
Ameriprise
Minnesota
$5.47M +$2.77M +304,847 +102%
GAAM
41
Guinness Atkinson Asset Management
California
$5M +$999K +110,000 +25%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$4.71M +$1.72M +189,168 +57%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$4.7M +$876K +96,471 +23%
RA
44
Royce & Associates
New York
$4.4M -$3.97M -437,000 -47%
Charles Schwab
45
Charles Schwab
California
$4.29M +$362K +39,917 +9%
UBS Group
46
UBS Group
Switzerland
$4.05M +$199K +21,892 +5%
CA
47
Continental Advisors
Utah
$3.42M +$885K +97,500 +35%
JCP
48
Jabre Capital Partners
Switzerland
$3.36M +$90.8K +10,000 +3%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$3.08M -$28.6M -3,149,373 -90%
NSIM
50
North Star Investment Management
Illinois
$2.92M +$688K +75,717 +31%
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