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WisdomTree
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Overview Fund Activity

167 hedge funds and large institutions have $590M invested in WisdomTree in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
56
Closed
25
Calls
$14.4M
Puts
$32.2M
Net Calls
-$17.8M
Net Calls Change
-$6.69M

Top Buyers

1
WMSA
1
Weiss Multi-Strategy Advisers
New York
$9.14M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$6.04M
3
ACL
3
Azora Capital LP
Florida
$6.02M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$75.2M
5
CS
5
Credit Suisse
Switzerland
$8.72M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.47M
2
Deutsche Bank
2
Deutsche Bank
Germany
$3.9M
3
FAM
3
Fred Alger Management
New York
$49M
4
Goldman Sachs
4
Goldman Sachs
New York
$761K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$146K +$146K +27,950 New
XK
102
Xact Kapitalforvaltning
Sweden
$138K – – –
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$130K +$3.23K +617 +3%
WAM
104
Weiss Asset Management
Massachusetts
$130K +$130K +24,787 New
Capital Fund Management (CFM)
105
Capital Fund Management (CFM)
France
$125K -$103K -19,600 -45%
ECM
106
Everence Capital Management
Indiana
$122K – – –
WTC
107
WhitTier Trust Company
Nevada
$121K +$19.1K +3,667 +19%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$117K +$8.43K +1,613 +8%
UBS Group
109
UBS Group
Switzerland
$116K -$26.3K -5,012 -19%
AB
110
Amalgamated Bank
New York
$115K -$1.48K -282 -1%
CSIC
111
Clifford Swan Investment Counsel
California
$114K – – –
MIH
112
Meitav Investment House
Israel
$105K +$19.4K +3,539 +23%
PCM
113
Prelude Capital Management
New York
$99K +$99K +18,900 New
Victory Capital Management
114
Victory Capital Management
Texas
$99K +$99K +18,984 New
ProShare Advisors
115
ProShare Advisors
Maryland
$95K +$12.5K +2,391 +15%
VF
116
Virtu Financial
New York
$95K +$95K +18,264 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$93K -$15.2K -2,940 -14%
PI
118
PineBridge Investments
New York
$88K +$33.6K +6,445 +62%
JG
119
Jefferies Group
New York
$88K +$88K +16,874 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$83K -$16.3K -3,142 -16%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$81K -$1.34K -256 -2%
MIG
122
McGuire Investment Group
Rhode Island
$80K -$1.94M -373,530 -96%
TP
123
Truvvo Partners
New York
$78K – – –
PA
124
Profund Advisors
Maryland
$76K +$17.5K +3,370 +30%
SB
125
Suntrust Banks
Georgia
$73K -$3.17K -607 -4%
3 4
5
6 7