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WisdomTree
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Overview Fund Activity

171 hedge funds and large institutions have $701M invested in WisdomTree in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-15
Holders Change %
-8.06%
% of All Funds
3.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
47
Closed
26
Calls
$3.28M
Puts
$14.4M
Net Calls
-$11.1M
Net Calls Change
-$12.4M

Top Buyers

1
FAM
Fred Alger Management
New York
$63.1M
2
CS
Credit Suisse
Switzerland
$7.54M
3
BlackRock
BlackRock
New York
$112M
4
Citadel Advisors
Citadel Advisors
Florida
$18.9M
5
SG Americas Securities
SG Americas Securities
New York
$4.41M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$0
2
ACL
Azora Capital LP
Florida
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.45M
5
Morgan Stanley
Morgan Stanley
New York
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$75K -$34.2K -5,516 -31%
NA
127
Neuburgh Advisers
California
$75K – – –
BTS
128
BB&T Securities
Virginia
$71K +$4.73K +770 +7%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$70K -$20.3K -3,300 -22%
SCM
130
Shelton Capital Management
Colorado
$70K +$69.5K +11,321 +14,151%
PA
131
Profund Advisors
Maryland
$69K -$4.6K -749 -6%
CGH
132
Crossmark Global Holdings
Texas
$66K +$993 +160 +2%
PI
133
PineBridge Investments
New York
$64K -$210K -34,346 -77%
3AM
134
3D Asset Management
Connecticut
$63K +$297 +48 +0.5%
AIP
135
Ameritas Investment Partners
Nebraska
$61K – – –
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$44K – – –
AWM
137
Avior Wealth Management
Nebraska
$41K +$55 +9 +0.1%
AG
138
Aperio Group
California
$38K -$41.6K -6,732 -52%
APA
139
American Portfolios Advisors
New York
$35.6K +$1.96K +318 +6%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$35K +$3.11K +500 +10%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$31K – – –
PCG
142
Private Capital Group
Connecticut
$27K +$467 +52 +2%
First Manhattan
143
First Manhattan
New York
$26K – – –
MOACM
144
Mutual of America Capital Management
New York
$26K +$5.25K +852 +25%
NIT
145
NumerixS Investment Technologies
British Columbia, Canada
$25K +$25K +4,100 New
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K +$11.2K +1,834 +103%
TRCT
147
Tower Research Capital (TRC)
New York
$22K +$20.3K +3,275 +1,182%
LIA
148
LS Investment Advisors
Michigan
$21K – – –
AG
149
Advisor Group
Arizona
$20K -$13.6K -2,199 -40%
FHA
150
Flagship Harbor Advisors
Massachusetts
$17K -$2.17K -370 -11%
4 5
6
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