WT icon

WisdomTree
WT

Overview Fund Activity

221 hedge funds and large institutions have $1.45B invested in WisdomTree in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+10
Holders Change %
+4.74%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
71
Reduced
81
Closed
33
Calls
$18.3M
Puts
$14.5M
Net Calls
+$3.81M
Net Calls Change
+$16.9M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$38.9M
2
Capital World Investors
2
Capital World Investors
California
$34M
3
SO
3
STRS Ohio
Ohio
$12.7M
4
SC
4
ShearLink Capital
New York
$7.16M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$61M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.42M
2
TCM
2
TimesSquare Capital Management
New York
$49M
3
Bank of America
3
Bank of America
North Carolina
$5.59M
4
GC
4
Guggenheim Capital
Illinois
$405K
5
BA
5
BlackRock Advisors
Delaware
$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$695K +$5.98K +537 +0.9%
RJA
102
Raymond James & Associates
Florida
$681K +$681K +61,124 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$678K +$678K +60,880 New
ACI
104
Alpha Cubed Investments
California
$629K -$4.36K -391 -0.7%
PMG
105
ProVise Management Group
Florida
$614K +$614K +55,081 New
Legal & General Group
106
Legal & General Group
United Kingdom
$601K +$322K +28,845 +115%
MSA
107
Mason Street Advisors
Wisconsin
$596K +$4.34K +389 +0.7%
BlackRock
108
BlackRock
New York
$590K +$8.43K +756 +1%
MERSOM
109
Municipal Employees' Retirement System of Michigan
Michigan
$578K +$11.7K +1,050 +2%
LMGAM
110
Liberty Mutual Group Asset Management
Massachusetts
$566K -$9.06K -814 -2%
Nuveen Asset Management
111
Nuveen Asset Management
Illinois
$556K -$47.6K -4,273 -8%
CCB
112
Cutter & Co Brokerage
Missouri
$553K +$47.9K +4,300 +9%
California Public Employees Retirement System
113
California Public Employees Retirement System
California
$549K -$182K -16,300 -25%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$544K -$13.7K -1,230 -2%
AP
115
AHL Partners
United Kingdom
$534K -$2.1M -188,735 -80%
PAG
116
Private Advisor Group
New Jersey
$534K +$49.3K +4,332 +10%
William Blair & Company
117
William Blair & Company
Illinois
$522K +$78.9K +7,084 +18%
ASRS
118
Arizona State Retirement System
Arizona
$521K -$47.9K -4,300 -8%
AIM
119
Aspen Investment Management
Michigan
$519K -$30.1K -2,700 -5%
SOMRS
120
State of Michigan Retirement System
Michigan
$514K -$1.12K -100 -0.2%
UBS AM
121
UBS AM
Illinois
$511K -$359K -32,200 -41%
Wolverine Trading
122
Wolverine Trading
Illinois
$497K -$53.6K -4,812 -10%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$496K -$53.8K -4,829 -10%
AIP
124
Ameritas Investment Partners
Nebraska
$496K – – –
First Trust Advisors
125
First Trust Advisors
Illinois
$457K +$457K +41,037 New
3 4
5
6 7