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WisdomTree
WT

Overview Fund Activity

154 hedge funds and large institutions have $1.07B invested in WisdomTree in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 28 closing their positions.

Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
57
Reduced
55
Closed
28
Calls
$3.23M
Puts
$973K
Net Calls
+$2.26M
Net Calls Change
+$1.04M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$208M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$20.5M
3
PCM
3
Penn Capital Management
Pennsylvania
$27.6M
4
RIM
4
RS Investment Management
California
$37.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$17.5M

Top Sellers

1
CCM
1
Cupps Capital Management
Illinois
$0
2
FAM
2
Fred Alger Management
New York
$9.85M
3
RIM
3
Rainier Investment Management
Washington
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
RA
5
Royce & Associates
New York
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
76
Kames Capital Management
United Kingdom
$1.09M 93,824 +93,824 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$1.09M 93,592 -13,406 -13%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$1.08M 92,783 +3,709 +4%
Macquarie Group
79
Macquarie Group
Australia
$1.06M 90,952 +29,322 +48%
RI
80
Redwood Investments
Massachusetts
$1.05M 90,518 -7,986 -8%
Swiss National Bank
81
Swiss National Bank
Switzerland
$952K 82,000 -3,900 -5%
CS
82
Credit Suisse
Switzerland
$951K 81,954 -46,189 -36%
LI
83
LMCG Investments
Massachusetts
$951K 82,011 +82,011 New
WT
84
Whittier Trust
California
$943K 81,275 – –
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$934K 80,481 – –
NFA
86
Nationwide Fund Advisors
Ohio
$927K 79,870 +21,892 +38%
HIC
87
Hartline Investment Corp
Illinois
$912K 78,575 +5,475 +7%
EIM
88
Essex Investment Management
Massachusetts
$905K 78,015 +78,015 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$861K 74,155 +136 +0.2%
TAM
90
Trillium Asset Management
Massachusetts
$845K 72,805 +5,041 +7%
MAA
91
Managed Account Advisors
New Jersey
$832K 71,782 -76,430 -52%
MCM
92
Mazama Capital Management
Oregon
$799K 68,874 -51,145 -43%
AIG
93
American International Group
New York
$782K 67,338 +26,994 +67%
WB
94
WesBanco Bank
West Virginia
$766K 66,000 – –
ProShare Advisors
95
ProShare Advisors
Maryland
$737K 63,460 +25,327 +66%
AIM
96
Aspen Investment Management
Michigan
$736K 63,425 -200 -0.3%
Two Sigma Investments
97
Two Sigma Investments
New York
$735K 63,312 -180,970 -74%
TA
98
Teton Advisors
New York
$696K 60,000 -40,000 -40%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$649K 55,911 -92 -0.2%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$644K 55,509 – –
2 3
4
5 6