WT icon

WisdomTree
WT

Overview Fund Activity

248 hedge funds and large institutions have $2.03B invested in WisdomTree in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
6.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
107
Reduced
77
Closed
33
Calls
$16M
Puts
$62M
Net Calls
-$46M
Net Calls Change
+$232M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$163M
2
CC
2
Cannell & Co
New York
$55.8M
3
Invesco
3
Invesco
Georgia
$64.4M
4
Capital World Investors
4
Capital World Investors
California
$33.7M
5
WA
5
Wasatch Advisors
Utah
$21.6M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$31.1M
2
KCM
2
Kornitzer Capital Management
Kansas
$45.1M
3
CM
3
Castleark Management
Illinois
$0
4
AII
4
AGF Investments Inc
Ontario, Canada
$5.09M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$498K +$21K +1,300 +4%
MCM
152
Mazama Capital Management
Oregon
$496K -$734K -45,513 -60%
AQR Capital Management
153
AQR Capital Management
Connecticut
$488K -$218K -13,525 -31%
Nomura Asset Management
154
Nomura Asset Management
Japan
$484K +$484K +30,000 New
CFA
155
Carroll Financial Associates
North Carolina
$482K -$63.8K -3,900 -12%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$445K – – –
SLG
157
Stanley-Laman Group
Pennsylvania
$426K +$18.2K +1,127 +4%
AIP
158
Ameritas Investment Partners
Nebraska
$420K +$7.96K +493 +2%
Legal & General Group
159
Legal & General Group
United Kingdom
$388K – – –
William Blair & Company
160
William Blair & Company
Illinois
$386K -$231K -14,350 -37%
MAM
161
Mastrapasqua Asset Management
Tennessee
$380K -$40.5K -2,510 -10%
RJA
162
Raymond James & Associates
Florida
$370K -$153K -9,483 -29%
AAM
163
Advisors Asset Management
Colorado
$370K +$222K +13,739 +149%
TAM
164
Tocqueville Asset Management
New York
$363K +$121K +7,500 +50%
SCI
165
S&CO Inc
Massachusetts
$355K – – –
LPL Financial
166
LPL Financial
California
$355K +$24.2K +1,506 +7%
AWCI
167
Alpine Woods Capital Investors
New York
$354K +$192K +11,933 +119%
NI
168
Numeric Investors
Massachusetts
$348K +$348K +21,600 New
Citigroup
169
Citigroup
New York
$344K -$89.2K -5,543 -21%
Nomura Holdings
170
Nomura Holdings
Japan
$341K +$341K +21,848 New
S
171
SignatureFD
Georgia
$333K +$333K +20,650 New
SDIC
172
South Dakota Investment Council
South Dakota
$310K +$310K +19,200 New
ACI
173
AMP Capital Investors
Australia
$300K +$89K +5,700 +42%
CAN
174
Cetera Advisor Networks
California
$282K -$25.5K -1,586 -8%
RIL
175
Rothschild Investment LLC
Illinois
$282K +$2.82K +175 +1%
5 6
7
8 9