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WisdomTree
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Overview Fund Activity

199 hedge funds and large institutions have $2.35B invested in WisdomTree in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
64
Reduced
78
Closed
25
Calls
$26.6M
Puts
$116M
Net Calls
-$89M
Net Calls Change
-$84.5M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$69.4M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$110M
3
Macquarie Group
3
Macquarie Group
Australia
$48.6M
4
Bank of America
4
Bank of America
North Carolina
$23.8M
5
RA
5
Royce & Associates
New York
$41.6M

Top Sellers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$4.71M
2
OAM
2
Oxford Asset Management
United Kingdom
$6.11M
3
PI
3
Putnam Investments
Massachusetts
$0
4
HCM
4
Hodges Capital Management
Texas
$23.4M
5
RIM
5
RS Investment Management
California
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
151
Sterne Agee Group
Alabama
$337K +$4.72K +220 +1%
ACI
152
AMP Capital Investors
Australia
$314K -$12.1K -560 -4%
Prudential Financial
153
Prudential Financial
New Jersey
$307K -$15K -700 -5%
YMRC
154
Yorktown Management & Research Company
Virginia
$307K +$307K +14,300 New
Two Sigma Advisers
155
Two Sigma Advisers
New York
$274K -$580K -27,000 -68%
HighTower Advisors
156
HighTower Advisors
Illinois
$273K +$16.2K +755 +6%
LCM
157
Landscape Capital Management
New Jersey
$264K +$264K +12,300 New
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$258K +$227K +10,583 +740%
DC
159
Deere & Company
Illinois
$254K -$92.6K -4,316 -27%
EMG
160
Ellington Management Group
Connecticut
$240K -$225K -10,500 -48%
AB
161
Amalgamated Bank
New York
$235K +$9.05K +421 +4%
AWCI
162
Alpine Woods Capital Investors
New York
$216K -$351K -16,300 -62%
TCT
163
TIAA CREF Trust
Missouri
$215K +$215K +10,010 New
Squarepoint
164
Squarepoint
New York
$210K +$210K +9,800 New
AIP
165
Ameritas Investment Partners
Nebraska
$207K +$207K +9,645 New
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$182K +$182K +8,496 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$159K -$728 -34 -0.5%
OAM
168
Orinda Asset Management
California
$149K -$191K -8,939 -56%
AIM
169
Acuity Investment Management
Ontario, Canada
$144K -$65.7K -3,071 -31%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$144K -$60.6K -2,819 -30%
First Manhattan
171
First Manhattan
New York
$142K – – –
AAM
172
Advisors Asset Management
Colorado
$110K -$101K -4,719 -48%
Creative Planning
173
Creative Planning
Kansas
$95K -$8.23K -382 -8%
Fuller & Thaler Asset Management
174
Fuller & Thaler Asset Management
California
$90K +$90K +4,200 New
TRCT
175
Tower Research Capital (TRC)
New York
$87K +$59.1K +2,761 +212%
5 6
7
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