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WisdomTree
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Overview Fund Activity

204 hedge funds and large institutions have $1.77B invested in WisdomTree in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-17
Holders Change %
-7.69%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
84
Reduced
65
Closed
41
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$10.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$121M
2
TCM
TimesSquare Capital Management
New York
+$27.1M
3
FAM
Fred Alger Management
New York
+$26.2M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$18M
5
Millennium Management
Millennium Management
New York
+$17.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.6M
3
FCM
Frontier Capital Management
Massachusetts
-$23.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.6M
5
HCM
Hodges Capital Management
Texas
-$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$583K – – –
UBS AM
102
UBS AM
Illinois
$550K +$133K +14,695 +32%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$544K -$22.8K -2,511 -4%
CCB
104
Cutter & Co Brokerage
Missouri
$508K +$58.1K +6,400 +13%
NERM
105
New England Research & Management
Illinois
$502K +$188K +20,750 +60%
MERSOM
106
Municipal Employees' Retirement System of Michigan
Michigan
$471K – – –
California Public Employees Retirement System
107
California Public Employees Retirement System
California
$455K +$7.27K +800 +2%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$451K +$365K +40,294 +427%
Wolverine Trading
109
Wolverine Trading
Illinois
$435K +$37.1K +4,162 +9%
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$427K +$170K +18,700 +66%
RQS
111
Ramsey Quantitative Systems
Kentucky
$423K +$423K +46,635 New
AIM
112
Aspen Investment Management
Michigan
$418K -$4.77K -525 -1%
First Trust Advisors
113
First Trust Advisors
Illinois
$416K +$43.1K +4,741 +12%
PAG
114
Private Advisor Group
New Jersey
$406K -$7.1K -806 -2%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$404K – – –
PG
116
PEAK6 Group
Illinois
$400K +$203K +22,298 +103%
ACI
117
Alpha Cubed Investments
California
$385K -$127K -14,025 -25%
CT
118
Cambridge Trust
Massachusetts
$383K +$137K +15,081 +56%
CFA
119
Carroll Financial Associates
North Carolina
$369K +$166K +18,330 +82%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$362K +$5.45K +600 +2%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$358K +$141K +15,582 +65%
UCFA
122
United Capital Financial Advisors
Texas
$355K +$142K +15,607 +66%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$329K +$116K +12,800 +55%
RAM
124
Redmond Asset Management
Virginia
$321K +$3.17K +349 +1%
Victory Capital Management
125
Victory Capital Management
Texas
$303K +$110K +12,130 +57%
3 4
5
6 7