WT icon

WisdomTree
WT

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.

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 Market Value Shares Shares
Change 		Shares
Change %
NIM
101
Northeast Investment Management
Massachusetts
$1.08M 81,950 +30,600 +60%
WT
102
Whittier Trust
California
$1.07M 81,275 – –
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$1.06M 80,481 – –
NFA
104
Nationwide Fund Advisors
Ohio
$1.02M 77,529 -185 -0.2%
CC
105
Curian Capital
Colorado
$953K 72,655 +72,655 New
RI
106
Redwood Investments
Massachusetts
$918K 69,933 +47,220 +208%
ERSOT
107
Employees Retirement System of Texas
Texas
$905K 69,000 +69,000 New
AIG
108
American International Group
New York
$896K 68,309 -3,376 -5%
WB
109
WesBanco Bank
West Virginia
$866K 66,000 – –
California Public Employees Retirement System
110
California Public Employees Retirement System
California
$848K 72,190 -30,400 -30%
Lazard Asset Management
111
Lazard Asset Management
New York
$799K 60,900 – –
VOYA Investment Management
112
VOYA Investment Management
Georgia
$795K 60,572 – –
CIBC World Market
113
CIBC World Market
Ontario, Canada
$752K 57,340 -1,739 -3%
CCIA
114
Campbell & Co Investment Adviser
Maryland
$752K 57,336 +57,336 New
TA
115
Teton Advisors
New York
$722K 55,000 – –
CWM
116
Calamos Wealth Management
Illinois
$690K 52,605 +40,930 +351%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$610K 46,533 +4,510 +11%
SB
118
Suntrust Banks
Georgia
$593K 45,375 +6,750 +17%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$584K 44,527 +6,376 +17%
AA
120
ALPS Advisors
Colorado
$583K 44,458 +2,619 +6%
VRS
121
Virginia Retirement Systems
Virginia
$531K 40,500 – –
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$528K 40,238 +750 +2%
GH
123
GAM Holding
Switzerland
$512K 39,000 +39,000 New
PPA
124
Parametric Portfolio Associates
Washington
$508K 38,709 +1,315 +4%
UBS AM
125
UBS AM
Illinois
$489K 37,297 +6,600 +22%
3 4
5
6 7