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WisdomTree
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Overview Fund Activity

188 hedge funds and large institutions have $1.37B invested in WisdomTree in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
39
Increased
74
Reduced
56
Closed
41
Calls
$8.06M
Puts
$64.4M
Net Calls
-$56.3M
Net Calls Change
-$34.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$29.8M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$63.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$33.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Norges Bank
5
Norges Bank
Norway
$18.8M

Top Sellers

1
CCM
1
Conatus Capital Management
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7M
3
RIM
3
RS Investment Management
California
$2.65M
4
ACM
4
Apex Capital Management
Ohio
$137K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$361K +$45.7K +3,700 +14%
CAN
127
Cetera Advisor Networks
California
$330K +$96.1K +7,750 +41%
OC
128
Oppenheimer & Co
New York
$325K +$325K +26,219 New
CSS
129
Cubist Systematic Strategies
Connecticut
$314K +$314K +25,412 New
HPA
130
Hilltop Park Associates
New York
$312K +$312K +25,241 New
BCMU
131
BlueCrest Capital Management (UK)
Guernsey
$309K -$1.05M -84,800 -77%
Ameriprise
132
Ameriprise
Minnesota
$303K -$36K -2,910 -11%
CCB
133
Cutter & Co Brokerage
Missouri
$302K +$38.1K +3,085 +14%
PP
134
PDT Partners
New York
$288K -$1.13M -91,776 -80%
CC
135
Cipher Capital
New York
$275K +$275K +22,211 New
DC
136
Deere & Company
Illinois
$270K +$94.4K +7,643 +54%
GC
137
Guggenheim Capital
Illinois
$264K +$66.8K +5,402 +34%
HighTower Advisors
138
HighTower Advisors
Illinois
$262K +$115K +9,254 +78%
ST
139
Spot Trading
Illinois
$248K +$248K +20,089 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$239K +$146K +11,803 +156%
Prudential Financial
141
Prudential Financial
New Jersey
$232K +$232K +18,800 New
Principal Financial Group
142
Principal Financial Group
Iowa
$230K -$173K -13,969 -43%
LPL Financial
143
LPL Financial
California
$218K +$64.1K +5,172 +42%
ACI
144
AMP Capital Investors
Australia
$201K -$251K -20,934 -56%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$193K -$382K -30,924 -66%
3AM
146
3D Asset Management
Connecticut
$185K – – –
QCMC
147
Quantum Capital Management (California)
California
$175K +$21.8K +1,766 +14%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$170K +$170K +13,723 New
DC
149
Davenport & Co
Virginia
$148K +$19.8K +1,600 +15%
TC
150
TFS Capital
Pennsylvania
$141K +$141K +11,398 New
4 5
6
7 8