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WisdomTree
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Overview Fund Activity

237 hedge funds and large institutions have $1.48B invested in WisdomTree in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 82 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-21
Holders Change %
-8.14%
% of All Funds
6.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
101
Reduced
82
Closed
53
Calls
$4.16M
Puts
$35.5M
Net Calls
-$31.3M
Net Calls Change
-$9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$220M
2
ACH
ArrowMark Colorado Holdings
Colorado
$46M
3
TIM
Thornburg Investment Management
New Mexico
$42.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
$36.1M
5
FAM
Fred Alger Management
New York
$27.1M

Top Sellers

1
CC
Cannell & Co
New York
$2.08M
2
RIM
RS Investment Management
California
$0
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
4
Invesco
Invesco
Georgia
$20.4M
5
SIMG
Stephens Investment Management Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLI
126
Sumitomo Life Insurance
Japan
$629K -$151K -13,180 -19%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$621K +$60.2K +5,267 +11%
RJA
128
Raymond James & Associates
Florida
$620K +$361K +31,587 +139%
BKBG
129
BHF Kleinwort Benson Group
Belgium
$596K +$596K +52,129 New
VOYA Investment Management
130
VOYA Investment Management
Georgia
$564K – – –
MSA
131
Mason Street Advisors
Wisconsin
$563K +$13.6K +1,191 +2%
AIM
132
Aspen Investment Management
Michigan
$559K +$49.5K +4,328 +10%
TI
133
Trexquant Investment
Connecticut
$534K -$587K -51,298 -52%
Marshall Wace
134
Marshall Wace
United Kingdom
$529K +$529K +46,321 New
BlackRock
135
BlackRock
New York
$526K +$52K +4,550 +11%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$523K -$669K -58,474 -56%
LMGAM
137
Liberty Mutual Group Asset Management
Massachusetts
$522K -$324K -28,257 -38%
SOMRS
138
State of Michigan Retirement System
Michigan
$517K -$2.29K -200 -0.4%
WA
139
WESPAC Advisors
California
$511K +$511K +44,692 New
PRCM
140
Pine River Capital Management
Minnesota
$489K +$489K +42,814 New
PAG
141
Private Advisor Group
New Jersey
$469K -$56.1K -4,911 -11%
ProShare Advisors
142
ProShare Advisors
Maryland
$467K -$60.1K -5,254 -11%
DTL
143
Dynamic Technology Lab
Singapore
$454K +$454K +39,767 New
William Blair & Company
144
William Blair & Company
Illinois
$451K +$125K +10,950 +38%
PG
145
PEAK6 Group
Illinois
$449K -$926K -80,967 -67%
IA
146
Icon Advisers
Colorado
$442K -$144K -12,600 -25%
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$431K +$11.5K +1,010 +3%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$429K +$17K +1,486 +4%
SMDAM
149
Sumitomo Mitsui DS Asset Management
Japan
$413K -$781K -68,408 -65%
CFA
150
Carroll Financial Associates
North Carolina
$413K +$73.6K +6,448 +22%
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6
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