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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 %
TAM
76
Trillium Asset Management
Massachusetts
$877K +$9.65K +1,052 +1%
WT
77
Whittier Trust
California
$861K +$7.59K +828 +0.9%
UBS AM
78
UBS AM
Illinois
$856K +$48.6K +5,300 +6%
NERM
79
New England Research & Management
Illinois
$841K +$95.3K +10,390 +13%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$804K -$14.9K -1,630 -2%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$788K -$175K -19,070 -18%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$766K -$80.4K -8,772 -10%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$752K -$4.44K -484 -0.6%
TPSF
84
Texas Permanent School Fund
Texas
$702K -$10.5K -1,149 -1%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$682K +$23.4K +2,556 +4%
AIG
86
American International Group
New York
$676K -$164K -17,929 -20%
Public Sector Pension Investment Board (PSP Investments)
87
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$668K – – –
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$631K +$355K +38,745 +129%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$588K – – –
CCB
90
Cutter & Co Brokerage
Missouri
$587K +$15.6K +1,703 +3%
California Public Employees Retirement System
91
California Public Employees Retirement System
California
$558K +$30.6K +3,332 +6%
RIL
92
Rothschild Investment LLC
Illinois
$552K -$516K -56,295 -48%
HK
93
Horizon Kinetics
New York
$535K -$23.1K -2,515 -4%
SFI
94
Susquehanna Fundamental Investments
Pennsylvania
$528K +$528K +57,600 New
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$521K – – –
PCM
96
Penserra Capital Management
California
$510K +$296K +32,301 +138%
SMP
97
Santa Monica Partners
Florida
$502K -$76.4K -8,334 -13%
EMG
98
Ellington Management Group
Connecticut
$496K +$496K +54,100 New
MIM
99
MetLife Investment Management
New Jersey
$492K – – –
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$483K -$34.6K -3,775 -7%
2 3
4
5 6