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WisdomTree
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Overview Fund Activity

191 hedge funds and large institutions have $1.64B invested in WisdomTree in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
65
Reduced
57
Closed
16
Calls
$9.52M
Puts
$33.2M
Net Calls
-$23.7M
Net Calls Change
-$26M

Top Buyers

1
CCM
Conatus Capital Management
Connecticut
$63M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$67.6M
3
ACM
Apex Capital Management
Ohio
$24.9M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$61.6M
5
FAM
Fred Alger Management
New York
$34.8M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
$35.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$272M
3
Calamos Advisors
Calamos Advisors
Illinois
$2.32M
4
RIM
RS Investment Management
California
$32.4M
5
RIM
Rainier Investment Management
Washington
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
126
UBS AM
Illinois
$544K +$3.54K +200 +0.7%
UGIF
127
US Global Investors Funds
Maine
$531K +$531K +30,000 New
USGIU
128
U.S. Global Investors (USGI)
Texas
$531K +$531K +30,000 New
OC
129
Oppenheimer & Co
New York
$529K +$529K +29,913 New
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$522K +$522K +29,500 New
MSP
131
Madison Street Partners
Colorado
$518K +$518K +29,245 New
Principal Financial Group
132
Principal Financial Group
Iowa
$493K – – –
SIP
133
Stoneridge Investment Partners
Pennsylvania
$478K +$478K +26,995 New
AWCI
134
Alpine Woods Capital Investors
New York
$466K – – –
RJA
135
Raymond James & Associates
Florida
$443K +$443K +24,999 New
William Blair & Company
136
William Blair & Company
Illinois
$438K -$253K -14,280 -37%
PFP
137
Pinnacle Financial Partners
Tennessee
$437K +$104K +5,885 +31%
ACI
138
AMP Capital Investors
Australia
$435K +$174K +9,860 +66%
Ameriprise
139
Ameriprise
Minnesota
$413K +$150K +8,481 +57%
RI
140
Redwood Investments
Massachusetts
$402K -$1.2M -67,805 -75%
EMFAT
141
Emerald Mutual Fund Advisers Trust
Pennsylvania
$389K +$389K +26,770 New
PAM
142
Panagora Asset Management
Massachusetts
$384K -$5.22M -295,324 -93%
DC
143
Deere & Company
Illinois
$375K – – –
PAG
144
Private Advisor Group
New Jersey
$366K +$366K +20,687 New
STC
145
SEI Trust Company
Pennsylvania
$352K -$412K -23,252 -54%
AL
146
Airain Ltd
Guernsey
$330K -$453K -25,620 -58%
FAAS
147
First Allied Advisory Services
California
$321K +$321K +18,080 New
VKH
148
Virtu KCG Holdings
New York
$321K +$321K +18,131 New
RG
149
Renaissance Group
Kentucky
$312K +$312K +17,642 New
PI
150
Placemark Investments
Illinois
$284K +$284K +16,039 New
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