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WisdomTree
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Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in WisdomTree in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
75
Reduced
69
Closed
27
Calls
$5.92M
Puts
$12.2M
Net Calls
-$6.32M
Net Calls Change
+$563K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$46.2M
2
Capital World Investors
Capital World Investors
California
$69.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.5M
4
PI
Putnam Investments
Massachusetts
$14.2M
5
Millennium Management
Millennium Management
New York
$35.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$50.6M
2
Morgan Stanley
Morgan Stanley
New York
$21M
3
TIM
Thornburg Investment Management
New Mexico
$0
4
FAM
Fred Alger Management
New York
$48.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
126
Suntrust Banks
Georgia
$329K +$136K +13,415 +71%
CSS
127
Cubist Systematic Strategies
Connecticut
$322K +$322K +31,641 New
LCS
128
Levin Capital Strategies
New York
$305K +$305K +30,000 New
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$297K – – –
FRM
130
Fox Run Management
Connecticut
$296K +$296K +29,100 New
CFA
131
Carroll Financial Associates
North Carolina
$292K -$121K -11,940 -29%
MSA
132
Mason Street Advisors
Wisconsin
$288K +$13.2K +1,299 +5%
Squarepoint
133
Squarepoint
New York
$283K +$171K +16,789 +152%
MERSOM
134
Municipal Employees' Retirement System of Michigan
Michigan
$276K -$253K -24,810 -48%
VKH
135
Virtu KCG Holdings
New York
$268K +$160K +15,726 +148%
PIA
136
Piedmont Investment Advisors
North Carolina
$252K +$252K +24,811 New
SG Americas Securities
137
SG Americas Securities
New York
$231K +$34.2K +3,365 +17%
SOADOR
138
State of Alaska Department of Revenue
Alaska
$230K +$101K +9,931 +78%
SCM
139
Stonebridge Capital Management
California
$219K -$32.1K -3,150 -13%
CSIC
140
Clifford Swan Investment Counsel
California
$215K +$1.79K +176 +0.8%
O
141
OppenheimerFunds
New York
$208K -$924K -90,966 -82%
PA
142
Profund Advisors
Maryland
$206K -$14.4K -1,411 -7%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$201K +$6.82K +668 +4%
CAM
144
Capstone Asset Management
Texas
$201K +$66.6K +6,541 +50%
QT
145
Quantbot Technologies
New York
$192K +$192K +18,903 New
FHA
146
Flagship Harbor Advisors
Massachusetts
$174K +$45.1K +4,212 +35%
DTL
147
Dynamic Technology Lab
Singapore
$174K +$174K +17,125 New
GC
148
Guggenheim Capital
Illinois
$167K -$43.7K -4,327 -21%
AB
149
Amalgamated Bank
New York
$162K +$7.71K +760 +5%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$158K -$243K -23,926 -61%
4 5
6
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