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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.13M -$118K -9,003 -5%
ARTA
77
A.R.T. Advisors
New York
$2.03M +$2.03M +154,640 New
RA
78
Royce & Associates
New York
$2M +$509K +38,800 +34%
RFC
79
Russell Frank Company
Washington
$1.93M +$666K +57,100 +53%
TA
80
Teachers Advisors
New York
$1.92M -$3.19M -242,870 -62%
KCM
81
Kames Capital Management
United Kingdom
$1.62M – – –
PP
82
PDT Partners
New York
$1.51M +$1.51M +115,097 New
BCMU
83
BlueCrest Capital Management (UK)
Guernsey
$1.44M +$1.44M +109,800 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$1.42M +$59K +4,497 +4%
Swiss National Bank
85
Swiss National Bank
Switzerland
$1.41M +$331K +25,200 +31%
CIC
86
Chase Investment Counsel
Virginia
$1.4M +$1.4M +106,825 New
FCI
87
Financial Counselors Inc
Kansas
$1.34M +$550K +41,934 +69%
ProShare Advisors
88
ProShare Advisors
Maryland
$1.34M +$1.34M +101,719 New
LI
89
LMCG Investments
Massachusetts
$1.3M -$155K -11,848 -11%
PC
90
Polar Capital
United Kingdom
$1.28M +$228K +17,402 +22%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.27M +$1.27M +97,000 New
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$1.26M +$1.26M +95,917 New
Macquarie Group
93
Macquarie Group
Australia
$1.25M +$85.6K +6,527 +7%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$1.23M +$505K +38,444 +69%
Nomura Holdings
95
Nomura Holdings
Japan
$1.2M +$722K +55,201 +151%
EA
96
Emerald Advisers
Pennsylvania
$1.2M +$1.2M +91,124 New
TAM
97
Trillium Asset Management
Massachusetts
$1.18M +$178K +13,550 +18%
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$1.17M -$77.4K -5,900 -6%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$1.14M +$163K +12,418 +17%
AIM
100
Aspen Investment Management
Michigan
$1.14M – – –
2 3
4
5 6