WT icon

WisdomTree
WT

Overview Fund Activity

192 hedge funds and large institutions have $1.7B invested in WisdomTree in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
50
Reduced
85
Closed
29
Calls
$13.3M
Puts
$17.8M
Net Calls
-$4.51M
Net Calls Change
+$84.8M

Top Buyers

1
RIM
RS Investment Management
California
$45M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55M
3
FAM
Fred Alger Management
New York
$30.5M
4
AII
AGF Investments Inc
Ontario, Canada
$25.1M
5
RA
Royce & Associates
New York
$20.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$197M
2
Calamos Advisors
Calamos Advisors
Illinois
$25M
3
TCM
TimesSquare Capital Management
New York
$66.6M
4
Millennium Management
Millennium Management
New York
$929K
5
PCM
Penn Capital Management
Pennsylvania
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
151
Prudential Financial
New Jersey
$235K +$235K +15,000 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$225K -$58.9K -3,766 -21%
PI
153
Placemark Investments
Illinois
$213K +$24.4K +1,564 +13%
AQR Capital Management
154
AQR Capital Management
Connecticut
$212K -$126K -8,000 -37%
JG
155
Jefferies Group
New York
$203K +$203K +12,992 New
Nomura Holdings
156
Nomura Holdings
Japan
$193K -$3.04M -200,433 -94%
HighTower Advisors
157
HighTower Advisors
Illinois
$188K +$8.11K +517 +5%
NIT
158
NumerixS Investment Technologies
British Columbia, Canada
$166K +$166K +10,600 New
AB
159
Amalgamated Bank
New York
$165K +$204 +13 +0.1%
Verition Fund Management
160
Verition Fund Management
Connecticut
$158K +$158K +10,074 New
OTPPB
161
Ontario Teachers' Pension Plan Board
Ontario, Canada
$158K +$158K +10,078 New
AAM
162
Advisors Asset Management
Colorado
$154K -$9.81K -627 -6%
AIM
163
Acuity Investment Management
Ontario, Canada
$153K +$153K +9,800 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$149K -$47K -3,000 -24%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$117K -$235K -14,962 -67%
RNS
166
Robert N. Shapiro
$104K – – –
First Manhattan
167
First Manhattan
New York
$103K – – –
Creative Planning
168
Creative Planning
Kansas
$75K +$8.03K +513 +12%
PAM
169
Panagora Asset Management
Massachusetts
$74K – – –
Simplex Trading
170
Simplex Trading
Illinois
$63K +$63K +4,018 New
TC
171
TradeLink Capital
Illinois
$56K +$56K +3,600 New
CFA
172
Carroll Financial Associates
North Carolina
$51K -$742K -40,750 -94%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$50K -$8.85K -567 -15%
CCS
174
Crosspoint Capital Strategies
California
$47K – – –
QT
175
Quantbot Technologies
New York
$34K +$34K +2,209 New
5 6
7
8 9