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WisdomTree
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Overview Fund Activity

190 hedge funds and large institutions have $1.49B invested in WisdomTree in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 32 closing their positions.

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
84
Reduced
54
Closed
32
Calls
$5.59M
Puts
$27.6M
Net Calls
-$22M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$98.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$243M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$41M
4
TCM
4
TimesSquare Capital Management
New York
$48.6M
5
FCM
5
Frontier Capital Management
Massachusetts
$22M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$11.8M
2
CGM
2
Capital Growth Management
Massachusetts
$0
3
FAM
3
Fred Alger Management
New York
$11.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
FG
5
FSI Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
51
Rainier Investment Management
Washington
$5.51M 420,210 -43,260 -9%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$5.07M 386,450 +375,050 +3,290%
NAM
53
Nichols Asset Management
Massachusetts
$4.97M 378,980 -30,241 -7%
HIC
54
Hartline Investment Corp
Illinois
$4.13M 314,635 +36,975 +13%
QBFM
55
QS Batterymarch Financial Management
New York
$4.1M 312,622 +53,000 +20%
CRCP
56
Copper Rock Capital Partners
Massachusetts
$3.85M 293,142 -10,651 -4%
American Century Companies
57
American Century Companies
Missouri
$3.8M 289,348 +11,370 +4%
MCM
58
McKinley Capital Management
Alaska
$3.68M 280,770 +280,770 New
BIM
59
BlackRock Investment Management
Delaware
$3.66M 278,880 +2,936 +1%
MAM
60
Myriad Asset Management
Hong Kong
$3.61M 275,300 -507,498 -65%
Charles Schwab
61
Charles Schwab
California
$3.61M 274,765 +15,708 +6%
AQR Capital Management
62
AQR Capital Management
Connecticut
$3.56M 271,538 +91,700 +51%
Stifel Financial
63
Stifel Financial
Missouri
$3.47M 264,518 +264,518 New
U
64
UBS
Switzerland
$3.28M 249,919 -32,861 -12%
Goldman Sachs
65
Goldman Sachs
New York
$3.27M 249,192 +30,524 +14%
WSFS
66
Wilmington Savings Fund Society
Delaware
$3.14M 239,400 +29,140 +14%
CS
67
Credit Suisse
Switzerland
$3.02M 229,801 +119,118 +108%
Canada Life
68
Canada Life
Manitoba, Canada
$2.84M 217,130 -1,100 -0.5%
DCM
69
Dupont Capital Management
Delaware
$2.78M 211,618 +137,243 +185%
CI Investments Inc
70
CI Investments Inc
Ontario, Canada
$2.72M 207,342 +82,520 +66%
IGIM
71
I.G. Investment Management
Manitoba, Canada
$2.53M 192,588 – –
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$2.4M 182,528 +700 +0.4%
CWM
73
Cabot Wealth Management
Massachusetts
$2.36M 179,999 +179,999 New
EMFAT
74
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.18M 166,260 +139,490 +521%
CC
75
Cannell & Co
New York
$2.16M 164,750 -200 -0.1%
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