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WisdomTree
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Overview Fund Activity

154 hedge funds and large institutions have $1.07B invested in WisdomTree in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
57
Reduced
55
Closed
28
Calls
$3.23M
Puts
$973K
Net Calls
+$2.26M
Net Calls Change
+$1.04M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$208M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$20.5M
3
PCM
3
Penn Capital Management
Pennsylvania
$27.6M
4
RIM
4
RS Investment Management
California
$37.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$17.5M

Top Sellers

1
CCM
1
Cupps Capital Management
Illinois
$0
2
FAM
2
Fred Alger Management
New York
$9.85M
3
RIM
3
Rainier Investment Management
Washington
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
RA
5
Royce & Associates
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
Optimum Investment Advisors
Illinois
$8K +$8K +650 New
PTC
152
Private Trust Company
Ohio
$1K -$2.2K -266 -69%
FNBT
153
FineMark National Bank & Trust
Florida
$1K +$1K +73 New
Manulife (Manufacturers Life Insurance)
154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$912 -$20 -1,755 -2%
CCM
155
Cupps Capital Management
Illinois
– -$22.2M -1,919,395 Closed
T. Rowe Price Associates
156
T. Rowe Price Associates
Maryland
– -$2.67M -230,391 Closed
MCM
157
McKinley Capital Management
Alaska
– -$2.43M -209,958 Closed
Neuberger Berman Group
158
Neuberger Berman Group
New York
– -$1.79M -154,850 Closed
PG
159
PEAK6 Group
Illinois
– -$1.6K -138,241 Closed
DT
160
Diversified Trust
Tennessee
– -$1.37M -118,208 Closed
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
– -$1.13M -97,568 Closed
VRS
162
Virginia Retirement Systems
Virginia
– -$930K -80,400 Closed
FMT
163
First Mercantile Trust
Tennessee
– -$786K -67,901 Closed
Prudential Financial
164
Prudential Financial
New Jersey
– -$784K -67,800 Closed
USGIU
165
U.S. Global Investors (USGI)
Texas
– -$567K -49,000 Closed
RJFSA
166
Raymond James Financial Services Advisors
Florida
– -$500K -43,253 Closed
OC
167
Oppenheimer & Co
New York
– -$410K -35,452 Closed
NI
168
Numeric Investors
Massachusetts
– -$313K -27,075 Closed
PP
169
Paloma Partners
Connecticut
– -$311K -26,854 Closed
MC
170
Menta Capital
California
– -$290K -25,031 Closed
HT
171
HAP Trading
New York
– -$244K -21,080 Closed
US Bancorp
172
US Bancorp
Minnesota
– -$231K -20,000 Closed
NA
173
Navellier & Associates
Nevada
– -$228K -19,700 Closed
HighTower Advisors
174
HighTower Advisors
Illinois
– -$201K -17,334 Closed
GC
175
Guggenheim Capital
Illinois
– -$151K -13,068 Closed
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