WT icon

WisdomTree
WT

Overview Fund Activity

188 hedge funds and large institutions have $1.37B invested in WisdomTree in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
39
Increased
74
Reduced
56
Closed
41
Calls
$8.06M
Puts
$64.4M
Net Calls
-$56.3M
Net Calls Change
-$34.3M

Top Buyers

1
PI
Putnam Investments
Massachusetts
$29.8M
2
Calamos Advisors
Calamos Advisors
Illinois
$63.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$33.2M
4
Morgan Stanley
Morgan Stanley
New York
$114M
5
Norges Bank
Norges Bank
Norway
$18.8M

Top Sellers

1
CCM
Conatus Capital Management
Connecticut
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7M
3
RIM
RS Investment Management
California
$2.65M
4
ACM
Apex Capital Management
Ohio
$137K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
151
Placemark Investments
Illinois
$138K -$88.5K -7,098 -39%
ACM
152
Apex Capital Management
Ohio
$137K -$19.7M -1,597,907 -99%
AAM
153
Advisors Asset Management
Colorado
$136K +$6.84K +552 +5%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$131K +$131K +10,600 New
AB
155
Amalgamated Bank
New York
$130K +$2.23K +180 +2%
V
156
Veritable
Delaware
$124K -$3.77K -304 -3%
VFA
157
Virtus Fund Advisers
Connecticut
$114K +$114K +9,184 New
STC
158
SEI Trust Company
Pennsylvania
$106K -$41.4K -3,344 -28%
CRCP
159
Copper Rock Capital Partners
Massachusetts
$92K -$3.54M -285,713 -97%
PAM
160
Panagora Asset Management
Massachusetts
$84K -$185K -14,926 -69%
RNS
161
Robert N. Shapiro
$76K – – –
SEC
162
Seven Eight Capital
New York
$75K +$75K +6,100 New
Canada Life
163
Canada Life
Manitoba, Canada
$59K -$2.61M -212,330 -98%
First Manhattan
164
First Manhattan
New York
$57K +$3.91K +317 +7%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$47K +$4.22K +344 +10%
CCS
166
Crosspoint Capital Strategies
California
$33K – – –
TRCT
167
Tower Research Capital (TRC)
New York
$28K +$15.9K +1,284 +131%
PSI
168
Pinnacle Summer Investments
Virginia
$26K +$19.7K +1,648 +312%
BAM
169
Brave Asset Management
New Jersey
$23K +$23K +1,890 New
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$21K -$26.1K -2,112 -55%
MFS
171
MSI Financial Services
Massachusetts
$19K -$6.33K -500 -25%
WTC
172
WhitTier Trust Company
Nevada
$18K – – –
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$15K – – –
TAM
174
Tocqueville Asset Management
New York
$12K – – –
US Bancorp
175
US Bancorp
Minnesota
$10K -$79.4K -6,577 -89%
5 6
7
8 9