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WisdomTree
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Overview Fund Activity

190 hedge funds and large institutions have $1.49B invested in WisdomTree in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
84
Reduced
54
Closed
32
Calls
$5.59M
Puts
$27.6M
Net Calls
-$22M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$98.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$243M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$41M
4
TCM
4
TimesSquare Capital Management
New York
$48.6M
5
FCM
5
Frontier Capital Management
Massachusetts
$22M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$11.8M
2
CGM
2
Capital Growth Management
Massachusetts
$0
3
FAM
3
Fred Alger Management
New York
$11.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
FG
5
FSI Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCMC
151
Quantum Capital Management (California)
California
$163K +$163K +12,404 New
STC
152
SEI Trust Company
Pennsylvania
$156K -$105K -7,974 -40%
HighTower Advisors
153
HighTower Advisors
Illinois
$156K -$16.4K -1,255 -10%
SC
154
Scotia Capital
Ontario, Canada
$154K -$2.26M -172,500 -94%
SGH
155
Schonfeld Group Holdings
New York
$150K +$150K +11,400 New
PI
156
Putnam Investments
Massachusetts
$147K +$147K +11,200 New
WP
157
WMS Partners
Maryland
$143K +$143K +10,923 New
AAM
158
Advisors Asset Management
Colorado
$137K +$105K +7,959 +322%
DC
159
Davenport & Co
Virginia
$136K +$136K +10,400 New
AB
160
Amalgamated Bank
New York
$135K -$1.3K -99 -1%
V
161
Veritable
Delaware
$135K +$135K +10,304 New
PCM
162
Prelude Capital Management
New York
$113K +$113K +8,600 New
SG Americas Securities
163
SG Americas Securities
New York
$111K +$111K +8,486 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$99K +$35.2K +2,690 +55%
US Bancorp
165
US Bancorp
Minnesota
$97K +$5.66K +432 +6%
RNS
166
Robert N. Shapiro
$80K -$10.5K -807 -12%
MCM
167
Mazama Capital Management
Oregon
$72K -$1.86M -141,107 -96%
First Manhattan
168
First Manhattan
New York
$56K – – –
Barclays
169
Barclays
United Kingdom
$53K -$100K -7,780 -65%
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$50K -$374K -28,483 -88%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$46K -$1.29K -98 -3%
CCS
172
Crosspoint Capital Strategies
California
$39K – – –
MFS
173
MSI Financial Services
Massachusetts
$26K +$9.75K +750 +60%
FMT
174
First Mercantile Trust
Tennessee
$23K -$14.6K -1,078 -39%
WTC
175
WhitTier Trust Company
Nevada
$19K – – –
5 6
7
8 9