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WisdomTree
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Overview Fund Activity

188 hedge funds and large institutions have $1.37B invested in WisdomTree in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
39
Increased
74
Reduced
56
Closed
41
Calls
$8.06M
Puts
$64.4M
Net Calls
-$56.3M
Net Calls Change
-$34.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$29.8M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$63.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$33.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Norges Bank
5
Norges Bank
Norway
$18.8M

Top Sellers

1
CCM
1
Conatus Capital Management
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7M
3
RIM
3
RS Investment Management
California
$2.65M
4
ACM
4
Apex Capital Management
Ohio
$137K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Calamos Wealth Management
Illinois
$802K +$152K +12,315 +23%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$749K – – –
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$711K +$214K +17,283 +43%
CS
104
Credit Suisse
Switzerland
$686K -$2.16M -174,373 -76%
ProShare Advisors
105
ProShare Advisors
Maryland
$648K -$609K -49,268 -48%
TA
106
Teton Advisors
New York
$618K -$61.8K -5,000 -9%
CFA
107
Carroll Financial Associates
North Carolina
$617K +$341K +27,600 +124%
UBS AM
108
UBS AM
Illinois
$597K +$136K +11,000 +29%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$568K +$17.7K +1,429 +3%
California Public Employees Retirement System
110
California Public Employees Retirement System
California
$567K -$325K -26,290 -36%
AA
111
ALPS Advisors
Colorado
$564K +$14.1K +1,144 +3%
Nomura Holdings
112
Nomura Holdings
Japan
$549K -$552K -45,984 -50%
MCM
113
Mazama Capital Management
Oregon
$547K +$480K +38,821 +711%
Jane Street
114
Jane Street
New York
$546K +$546K +44,150 New
HT
115
HAP Trading
New York
$512K +$512K +41,414 New
Citadel Advisors
116
Citadel Advisors
Florida
$503K +$276K +22,354 +122%
BACM
117
Blue Arrow Capital Management
New York
$488K +$488K +39,506 New
SB
118
Suntrust Banks
Georgia
$483K -$76.5K -6,201 -14%
GH
119
GAM Holding
Switzerland
$482K – – –
AQR Capital Management
120
AQR Capital Management
Connecticut
$465K -$2.89M -233,900 -86%
Citigroup
121
Citigroup
New York
$447K +$15.4K +1,245 +4%
William Blair & Company
122
William Blair & Company
Illinois
$401K +$18.4K +1,490 +5%
EA
123
Emerald Advisers
Pennsylvania
$379K -$749K -60,500 -66%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$373K -$811K -65,700 -68%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$365K – – –
3 4
5
6 7