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WisdomTree
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Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in WisdomTree in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
75
Reduced
69
Closed
27
Calls
$5.92M
Puts
$12.2M
Net Calls
-$6.32M
Net Calls Change
+$563K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$46.2M
2
Capital World Investors
2
Capital World Investors
California
$69.2M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$18.5M
4
PI
4
Putnam Investments
Massachusetts
$14.2M
5
Millennium Management
5
Millennium Management
New York
$35.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$50.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$21M
3
TIM
3
Thornburg Investment Management
New Mexico
$0
4
FAM
4
Fred Alger Management
New York
$48.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$12.2M +$1.07M +105,300 +10%
Wells Fargo
27
Wells Fargo
California
$11.4M +$3.43M +337,097 +43%
Fisher Asset Management
28
Fisher Asset Management
Washington
$11.2M +$11.2M +1,097,985 New
Goldman Sachs
29
Goldman Sachs
New York
$10.3M +$3.52M +346,408 +52%
HCM
30
Hodges Capital Management
Texas
$10.2M -$7.99M -785,479 -44%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$10M +$811K +79,729 +9%
Principal Financial Group
32
Principal Financial Group
Iowa
$9.04M +$9.7K +954 +0.1%
Macquarie Group
33
Macquarie Group
Australia
$7.5M -$9.53M -936,912 -56%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$7.35M -$203K -19,959 -3%
GAAM
35
Guinness Atkinson Asset Management
California
$6.81M +$1.22M +119,700 +22%
AII
36
AGF Investments Inc
Ontario, Canada
$6.74M – – –
Deutsche Bank
37
Deutsche Bank
Germany
$6.72M +$5.79M +569,857 +624%
Ameriprise
38
Ameriprise
Minnesota
$6.15M +$20.4K +2,007 +0.3%
CA
39
Continental Advisors
Utah
$4.94M +$1.11M +108,800 +29%
Charles Schwab
40
Charles Schwab
California
$4.85M +$44.9K +4,419 +0.9%
Bank of America
41
Bank of America
North Carolina
$4.66M -$3.79M -372,798 -45%
RA
42
Royce & Associates
New York
$3.9M -$1.03M -101,000 -21%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.88M -$1.38M -135,595 -26%
UBS Group
44
UBS Group
Switzerland
$3.83M -$701K -68,943 -15%
GAM
45
Guinness Asset Management
United Kingdom
$3.61M +$478K +47,000 +15%
NSIM
46
North Star Investment Management
Illinois
$3.44M +$170K +16,757 +5%
DCM
47
Driehaus Capital Management
Illinois
$3.29M +$3.29M +323,460 New
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$3.22M -$222K -21,840 -6%
TCIM
49
TIAA CREF Investment Management
New York
$3.16M +$10.3K +1,011 +0.3%
HFS
50
HL Financial Services
Kentucky
$3.06M +$335K +32,983 +12%
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