WT icon

WisdomTree
WT

Overview Fund Activity

191 hedge funds and large institutions have $1.64B invested in WisdomTree in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
65
Reduced
57
Closed
16
Calls
$9.52M
Puts
$33.2M
Net Calls
-$23.7M
Net Calls Change
-$26M

Top Buyers

1
CCM
1
Conatus Capital Management
Connecticut
$63M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$67.6M
3
ACM
3
Apex Capital Management
Ohio
$24.9M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$61.6M
5
FAM
5
Fred Alger Management
New York
$34.8M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$35.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$272M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$2.32M
4
RIM
4
RS Investment Management
California
$32.4M
5
RIM
5
Rainier Investment Management
Washington
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
101
American International Group
New York
$1.27M +$77K +4,347 +6%
WB
102
WesBanco Bank
West Virginia
$1.17M – – –
Lazard Asset Management
103
Lazard Asset Management
New York
$1.08M +$1.08M +60,900 New
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.07M +$89.7K +5,063 +9%
FCI
105
Financial Counselors Inc
Kansas
$1.07M -$798K -45,081 -43%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$1.05M +$163K +9,221 +18%
Citigroup
107
Citigroup
New York
$991K +$507K +28,640 +105%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$980K -$9.79K -553 -1%
TA
109
Teton Advisors
New York
$974K -$88.5K -5,000 -8%
NIM
110
Northeast Investment Management
Massachusetts
$909K +$909K +51,350 New
LPL Financial
111
LPL Financial
California
$870K +$870K +49,129 New
CCM
112
Coe Capital Management
Illinois
$765K +$53K +2,995 +7%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$744K +$78.2K +4,419 +12%
VRS
114
Virginia Retirement Systems
Virginia
$717K +$717K +40,500 New
JAM
115
Jupiter Asset Management
United Kingdom
$714K +$714K +40,290 New
Nomura Asset Management
116
Nomura Asset Management
Japan
$708K +$708K +40,000 New
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$699K -$206K -11,631 -23%
SB
118
Suntrust Banks
Georgia
$683K -$143K -8,089 -17%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$676K +$676K +38,151 New
PPA
120
Parametric Portfolio Associates
Washington
$662K +$470K +26,544 +245%
Nomura Holdings
121
Nomura Holdings
Japan
$644K -$2.29M -129,481 -78%
TC
122
TFS Capital
Pennsylvania
$634K -$11M -620,285 -95%
AA
123
ALPS Advisors
Colorado
$591K +$287K +20,319 +94%
EMG
124
Ellington Management Group
Connecticut
$577K -$4.39M -248,000 -88%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$572K +$535K +30,195 +1,438%
3 4
5
6 7