WT icon

WisdomTree
WT

Overview Fund Activity

211 hedge funds and large institutions have $1.02B invested in WisdomTree in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
77
Reduced
67
Closed
32
Calls
$30.1M
Puts
$17.6M
Net Calls
+$12.5M
Net Calls Change
+$12M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.64M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$6.77M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.18M
4
Deutsche Bank
Deutsche Bank
Germany
+$4.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.03M

Top Sellers

1
JSP
Jackson Square Partners
California
-$41M
2
PI
Putnam Investments
Massachusetts
-$22.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.9M
4
FAM
Fred Alger Management
New York
-$14.6M
5
Macquarie Group
Macquarie Group
Australia
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$6.74M -$1.01M -110,496 -13%
WMSA
27
Weiss Multi-Strategy Advisers
New York
$6.33M +$3.12M +340,050 +97%
Wells Fargo
28
Wells Fargo
California
$6.32M -$4.16M -453,711 -40%
Ameriprise
29
Ameriprise
Minnesota
$5.53M -$91.5K -9,977 -2%
AII
30
AGF Investments Inc
Ontario, Canada
$5.44M -$1.28M -140,000 -19%
Charles Schwab
31
Charles Schwab
California
$5.19M +$154K +16,802 +3%
Bank of America
32
Bank of America
North Carolina
$4.6M +$492K +53,617 +12%
CA
33
Continental Advisors
Utah
$4.29M – – –
PP
34
PDT Partners
New York
$4.25M -$149K -16,245 -3%
Renaissance Technologies
35
Renaissance Technologies
New York
$4.03M +$4.03M +439,200 New
RA
36
Royce & Associates
New York
$3.95M – – –
NSIM
37
North Star Investment Management
Illinois
$3.9M +$52.4K +5,715 +1%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$3.61M +$2.41M +263,200 +202%
UBS Group
39
UBS Group
Switzerland
$3.18M -$60.8K -6,629 -2%
SEI Investments
40
SEI Investments
Pennsylvania
$3.02M -$8.48M -924,202 -74%
Group One Trading
41
Group One Trading
Illinois
$2.76M +$2.26M +246,401 +455%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.67M +$2.19M +239,131 +455%
TCIM
43
TIAA CREF Investment Management
New York
$2.6M +$8.89K +969 +0.3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.45M +$71.6K +7,807 +3%
HFS
45
HL Financial Services
Kentucky
$2.42M -$309K -33,650 -11%
PPA
46
Parametric Portfolio Associates
Washington
$2.37M -$118K -12,817 -5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.22M -$452K -49,328 -17%
Legal & General Group
48
Legal & General Group
United Kingdom
$2.18M +$42.5K +4,646 +2%
BCM
49
BlueMar Capital Management
Florida
$2.11M +$162K +17,712 +8%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$2.11M -$1.69M -183,841 -44%
1
2
3 4 5