WT icon

WisdomTree
WT

Overview Fund Activity

192 hedge funds and large institutions have $1.7B invested in WisdomTree in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
50
Reduced
85
Closed
29
Calls
$13.3M
Puts
$17.8M
Net Calls
-$4.51M
Net Calls Change
+$84.8M

Top Buyers

1
RIM
RS Investment Management
California
$45M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55M
3
FAM
Fred Alger Management
New York
$30.5M
4
AII
AGF Investments Inc
Ontario, Canada
$25.1M
5
RA
Royce & Associates
New York
$20.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$197M
2
Calamos Advisors
Calamos Advisors
Illinois
$25M
3
TCM
TimesSquare Capital Management
New York
$66.6M
4
Millennium Management
Millennium Management
New York
$929K
5
PCM
Penn Capital Management
Pennsylvania
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HMS
126
Hanseatic Management Services
New Mexico
$506K +$506K +32,258 New
CWM
127
Calamos Wealth Management
Illinois
$495K -$525K -33,470 -51%
PP
128
Paloma Partners
Connecticut
$414K +$414K +26,400 New
AWCI
129
Alpine Woods Capital Investors
New York
$413K -$157K -10,000 -28%
RJA
130
Raymond James & Associates
Florida
$407K -$436K -27,855 -52%
ProShare Advisors
131
ProShare Advisors
Maryland
$362K -$308K -19,649 -46%
SCI
132
S&CO Inc
Massachusetts
$345K +$62.7K +4,000 +22%
EMG
133
Ellington Management Group
Connecticut
$340K +$340K +21,700 New
M&T Bank
134
M&T Bank
New York
$327K -$149K -9,478 -31%
CAN
135
Cetera Advisor Networks
California
$324K -$118K -7,500 -27%
Jane Street
136
Jane Street
New York
$302K -$94.5K -6,037 -24%
HHC
137
Hutchin Hill Capital
New York
$292K -$2.81M -178,800 -91%
BAAM
138
Baker Avenue Asset Management
California
$282K -$110K -7,000 -28%
EA
139
Emerald Advisers
Pennsylvania
$276K – – –
LPL Financial
140
LPL Financial
California
$275K +$23.9K +1,522 +10%
Citadel Advisors
141
Citadel Advisors
Florida
$270K -$895K -56,975 -77%
Principal Financial Group
142
Principal Financial Group
Iowa
$268K -$47.1K -3,007 -15%
QCMC
143
Quantum Capital Management (California)
California
$256K +$82.7K +5,283 +48%
DC
144
Deere & Company
Illinois
$253K -$89.3K -5,704 -26%
Legal & General Group
145
Legal & General Group
United Kingdom
$251K -$10.9K -687 -4%
OAM
146
Orinda Asset Management
California
$249K +$249K +15,896 New
SG Americas Securities
147
SG Americas Securities
New York
$248K +$27.9K +1,780 +13%
SAG
148
Sterne Agee Group
Alabama
$243K +$243K +15,480 New
ACI
149
AMP Capital Investors
Australia
$239K -$8.08K -510 -3%
3AM
150
3D Asset Management
Connecticut
$236K +$1.22K +78 +0.5%
4 5
6
7 8