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WisdomTree
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Overview Fund Activity

167 hedge funds and large institutions have $590M invested in WisdomTree in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
56
Closed
25
Calls
$14.4M
Puts
$32.2M
Net Calls
-$17.8M
Net Calls Change
-$6.69M

Top Buyers

1
WMSA
Weiss Multi-Strategy Advisers
New York
$9.14M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
$6.04M
3
ACL
Azora Capital LP
Florida
$6.02M
4
ACH
ArrowMark Colorado Holdings
Colorado
$75.2M
5
CS
Credit Suisse
Switzerland
$8.72M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$7.47M
2
Deutsche Bank
Deutsche Bank
Germany
$3.9M
3
FAM
Fred Alger Management
New York
$49M
4
Goldman Sachs
Goldman Sachs
New York
$761K
5
Vanguard Group
Vanguard Group
Pennsylvania
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
126
BB&T Securities
Virginia
$71K +$11.3K +2,177 +19%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$68K -$1.69K -328 -2%
Point72 Asset Management
128
Point72 Asset Management
Connecticut
$66K -$627K -119,712 -90%
TI
129
Trexquant Investment
Connecticut
$64K -$45.8K -8,792 -42%
QSS
130
Quantitative Systematic Strategies
Florida
$64K +$64K +12,217 New
AG
131
Aperio Group
California
$62K +$29.9K +5,738 +93%
SCM
132
Shelton Capital Management
Colorado
$60K – – –
SCA
133
SMH Capital Advisors
Texas
$59K +$59K +11,371 New
CGH
134
Crossmark Global Holdings
Texas
$55K -$947 -180 -2%
CG
135
Cutler Group
California
$55K +$47K +9,124 +591%
AIP
136
Ameritas Investment Partners
Nebraska
$52K – – –
CSS
137
Cubist Systematic Strategies
Connecticut
$48K -$377K -71,434 -89%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$37K – – –
AWM
139
Avior Wealth Management
Nebraska
$35K +$47 +9 +0.1%
APA
140
American Portfolios Advisors
New York
$30.2K +$120 +23 +0.4%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K +$11.1K +2,114 +59%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$26K – – –
NIT
143
NumerixS Investment Technologies
British Columbia, Canada
$26K +$4.68K +900 +22%
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$25K -$4.65K -883 -16%
MOACM
145
Mutual of America Capital Management
New York
$23K +$871 +166 +4%
LIA
146
LS Investment Advisors
Michigan
$18K – – –
AG
147
Advisor Group
Arizona
$16K -$556 -109 -3%
FHA
148
Flagship Harbor Advisors
Massachusetts
$15K – – –
OAM
149
Oppenheimer Asset Management
New York
$11K +$2.79K +539 +34%
TRCT
150
Tower Research Capital (TRC)
New York
$9K -$10K -1,871 -53%
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