WT icon

WisdomTree
WT

Overview Fund Activity

191 hedge funds and large institutions have $1.64B invested in WisdomTree in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
65
Reduced
57
Closed
16
Calls
$9.52M
Puts
$33.2M
Net Calls
-$23.7M
Net Calls Change
-$26M

Top Buyers

1
CCM
Conatus Capital Management
Connecticut
+$63M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.7M
3
ACM
Apex Capital Management
Ohio
+$24.9M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$20.7M
5
FAM
Fred Alger Management
New York
+$19.8M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$48M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.7M
3
Calamos Advisors
Calamos Advisors
Illinois
-$28.9M
4
RIM
RS Investment Management
California
-$25.2M
5
RIM
Rainier Investment Management
Washington
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Montag & Associates
Georgia
$281K +$281K +15,870 New
Nuveen Asset Management
152
Nuveen Asset Management
Illinois
$252K +$10.7K +606 +4%
ID
153
Integral Derivatives
New York
$237K +$237K +13,400 New
Verition Fund Management
154
Verition Fund Management
Connecticut
$235K +$235K +13,262 New
HighTower Advisors
155
HighTower Advisors
Illinois
$233K +$233K +13,175 New
GA
156
Geneva Advisors
Illinois
$219K +$219K +12,389 New
CWM
157
Calamos Wealth Management
Illinois
$207K -$733K -41,330 -78%
Barclays
158
Barclays
United Kingdom
$202K -$73.7K -4,335 -27%
Jacobs Levy Equity Management
159
Jacobs Levy Equity Management
New Jersey
$202K +$202K +11,400 New
Jane Street
160
Jane Street
New York
$187K +$187K +10,582 New
AB
161
Amalgamated Bank
New York
$185K +$185K +10,421 New
Two Sigma Advisers
162
Two Sigma Advisers
New York
$180K -$182K -10,300 -50%
RNS
163
Robert N. Shapiro
$123K +$74K +4,169 +151%
US Bancorp
164
US Bancorp
Minnesota
$123K +$123K +6,973 New
BJ
165
BlackRock Japan
Japan
$112K +$92.7K +5,244 +481%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$86K +$48.6K +2,751 +130%
IRS
167
Invictus RG (Singapore)
Singapore
$79K +$51.1K +2,876 +183%
First Manhattan
168
First Manhattan
New York
$76K – – –
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$64K -$150K -8,429 -70%
FMT
170
First Mercantile Trust
Tennessee
$49K +$49K +2,775 New
CCS
171
Crosspoint Capital Strategies
California
$47K +$47K +3,000 New
AAM
172
Advisors Asset Management
Colorado
$44K +$44K +2,473 New
Creative Planning
173
Creative Planning
Kansas
$41K +$41K +2,300 New
HMS
174
Hanseatic Management Services
New Mexico
$37K +$37K +2,069 New
CFA
175
Carroll Financial Associates
North Carolina
$37K +$37K +2,100 New
5 6
7
8 9