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WisdomTree
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Overview Fund Activity

188 hedge funds and large institutions have $1.37B invested in WisdomTree in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
39
Increased
74
Reduced
56
Closed
41
Calls
$8.06M
Puts
$64.4M
Net Calls
-$56.3M
Net Calls Change
-$34.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$29.8M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$63.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$33.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Norges Bank
5
Norges Bank
Norway
$18.8M

Top Sellers

1
CCM
1
Conatus Capital Management
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7M
3
RIM
3
RS Investment Management
California
$2.65M
4
ACM
4
Apex Capital Management
Ohio
$137K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
51
Fidelity International
Bermuda
$4.06M +$4.06M +328,070 New
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$4.03M +$1.46M +118,450 +57%
HIC
53
Hartline Investment Corp
Illinois
$3.7M -$184K -14,926 -5%
BIM
54
BlackRock Investment Management
Delaware
$3.65M +$199K +16,073 +6%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.58M -$3.61M -292,097 -50%
QBFM
56
QS Batterymarch Financial Management
New York
$3.55M -$310K -25,100 -8%
Charles Schwab
57
Charles Schwab
California
$3.49M +$94.7K +7,660 +3%
U
58
UBS
Switzerland
$3.4M +$315K +25,522 +10%
RA
59
Royce & Associates
New York
$3.22M +$1.34M +108,100 +71%
WSFS
60
Wilmington Savings Fund Society
Delaware
$3.19M +$233K +18,848 +8%
RIM
61
RS Investment Management
California
$2.65M -$37M -2,989,438 -93%
MCM
62
Moore Capital Management
New York
$2.47M +$2.47M +200,000 New
FG
63
FSI Group
Ohio
$2.47M +$2.47M +200,000 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.43M +$173K +14,000 +8%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.36M +$348K +28,150 +17%
CC
66
Cannell & Co
New York
$2.32M +$287K +23,200 +14%
GIM
67
Guild Investment Management
California
$2.3M +$2.3M +185,750 New
TA
68
Teachers Advisors
New York
$1.95M +$143K +11,563 +8%
GAM
69
Gotham Asset Management
New York
$1.86M +$1.43M +115,841 +337%
FCI
70
Financial Counselors Inc
Kansas
$1.83M +$561K +45,367 +44%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.77M +$606K +49,004 +52%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$1.7M +$1.7M +137,200 New
DCM
73
Dupont Capital Management
Delaware
$1.69M -$922K -74,600 -35%
MOACM
74
Mutual of America Capital Management
New York
$1.67M +$1.67M +135,095 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.63M +$295K +23,837 +22%
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