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WisdomTree
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Overview Fund Activity

212 hedge funds and large institutions have $1.49B invested in WisdomTree in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
79
Reduced
71
Closed
26
Calls
$15M
Puts
$14.5M
Net Calls
+$521K
Net Calls Change
+$4.12M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$92.8M
2
BCPEM
2
Bain Capital Public Equity Management
Massachusetts
$16.4M
3
TCM
3
TimesSquare Capital Management
New York
$105M
4
PI
4
Putnam Investments
Massachusetts
$30.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$28.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.7M
3
SAMH
3
Shanda Asset Management Holdings
British Virgin Islands
$0
4
Millennium Management
4
Millennium Management
New York
$253K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$12.9M +$303K +24,161 +2%
Deutsche Bank
27
Deutsche Bank
Germany
$11.8M +$2.44M +194,092 +26%
Principal Financial Group
28
Principal Financial Group
Iowa
$11M -$86.1K -6,862 -0.8%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$10.6M +$1.01M +80,261 +10%
AII
30
AGF Investments Inc
Ontario, Canada
$9.2M +$879K +70,000 +11%
Macquarie Group
31
Macquarie Group
Australia
$8.99M -$154K -12,292 -2%
GAAM
32
Guinness Atkinson Asset Management
California
$8.41M – – –
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$7.89M +$7.89M +628,290 New
Ameriprise
34
Ameriprise
Minnesota
$7.7M +$193K +15,378 +3%
Charles Schwab
35
Charles Schwab
California
$6.89M +$1.14M +91,183 +20%
PP
36
PDT Partners
New York
$6.02M +$6.02M +479,545 New
CA
37
Continental Advisors
Utah
$5.87M -$126K -10,000 -2%
Bank of America
38
Bank of America
North Carolina
$5.63M +$723K +57,632 +15%
RA
39
Royce & Associates
New York
$5.41M +$2.41M +192,000 +80%
NSIM
40
North Star Investment Management
Illinois
$5.26M +$257K +20,511 +5%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$5.19M +$5.19M +413,841 New
AAMU
42
Amundi Asset Management US
Massachusetts
$4.51M +$4.51M +359,500 New
GAM
43
Guinness Asset Management
United Kingdom
$4.45M – – –
UBS Group
44
UBS Group
Switzerland
$4.43M -$785K -62,581 -15%
WMSA
45
Weiss Multi-Strategy Advisers
New York
$4.39M +$1.25M +99,990 +40%
HFS
46
HL Financial Services
Kentucky
$3.73M +$132K +10,489 +4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.66M -$2.05M -163,615 -36%
TCIM
48
TIAA CREF Investment Management
New York
$3.55M -$308K -24,544 -8%
PPA
49
Parametric Portfolio Associates
Washington
$3.41M +$327K +26,041 +11%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.26M +$463K +36,925 +17%
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