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WisdomTree
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Overview Fund Activity

190 hedge funds and large institutions have $1.49B invested in WisdomTree in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
84
Reduced
54
Closed
32
Calls
$5.59M
Puts
$27.6M
Net Calls
-$22M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$98.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$243M
3
Calamos Advisors
Calamos Advisors
Illinois
$41M
4
TCM
TimesSquare Capital Management
New York
$48.6M
5
FCM
Frontier Capital Management
Massachusetts
$22M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.8M
2
CGM
Capital Growth Management
Massachusetts
$0
3
FAM
Fred Alger Management
New York
$11.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
FG
FSI Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
126
AMP Capital Investors
Australia
$488K +$168K +12,964 +52%
AWCI
127
Alpine Woods Capital Investors
New York
$477K +$131K +10,000 +38%
EMG
128
Ellington Management Group
Connecticut
$471K +$43.3K +3,300 +10%
SCA
129
SAC Capital Advisors
Connecticut
$462K +$462K +35,188 New
Citigroup
130
Citigroup
New York
$458K -$276K -21,058 -38%
GAM
131
Gotham Asset Management
New York
$451K +$451K +34,353 New
Principal Financial Group
132
Principal Financial Group
Iowa
$427K +$61.6K +4,695 +17%
William Blair & Company
133
William Blair & Company
Illinois
$406K +$81.8K +6,250 +25%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$387K – – –
BJ
135
BlackRock Japan
Japan
$378K +$295K +22,477 +355%
Ameriprise
136
Ameriprise
Minnesota
$359K +$52.6K +4,010 +17%
PAG
137
Private Advisor Group
New Jersey
$335K +$63.7K +4,855 +23%
PCP
138
Perimeter Capital Partners
Georgia
$332K -$1.08M -82,596 -77%
PFP
139
Pinnacle Financial Partners
Tennessee
$294K -$29.9K -2,275 -9%
CFA
140
Carroll Financial Associates
North Carolina
$293K +$265K +20,200 +962%
PAM
141
Panagora Asset Management
Massachusetts
$285K – – –
CCB
142
Cutter & Co Brokerage
Missouri
$280K +$280K +21,360 New
SCM
143
Stevens Capital Management
Pennsylvania
$257K +$257K +19,612 New
CAN
144
Cetera Advisor Networks
California
$247K +$247K +18,850 New
Citadel Advisors
145
Citadel Advisors
Florida
$241K -$1.95M -148,627 -89%
PI
146
Placemark Investments
Illinois
$238K +$27.9K +2,127 +13%
GC
147
Guggenheim Capital
Illinois
$209K +$209K +15,940 New
3AM
148
3D Asset Management
Connecticut
$197K +$197K +15,000 New
DC
149
Deere & Company
Illinois
$187K -$91.8K -6,977 -33%
LPL Financial
150
LPL Financial
California
$163K -$481K -36,702 -75%
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6
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