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WisdomTree
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Overview Fund Activity

212 hedge funds and large institutions have $1.49B invested in WisdomTree in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 26 closing their positions.

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
79
Reduced
71
Closed
26
Calls
$15M
Puts
$14.5M
Net Calls
+$521K
Net Calls Change
+$4.12M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$92.8M
2
BCPEM
2
Bain Capital Public Equity Management
Massachusetts
$16.4M
3
TCM
3
TimesSquare Capital Management
New York
$105M
4
PI
4
Putnam Investments
Massachusetts
$30.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$28.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.7M
3
SAMH
3
Shanda Asset Management Holdings
British Virgin Islands
$0
4
Millennium Management
4
Millennium Management
New York
$253K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
$181K -$143K -11,421 -44%
AP
152
AHL Partners
United Kingdom
$177K +$177K +14,072 New
EP
153
Elkfork Partners
Oregon
$172K +$25.3K +2,016 +17%
AG
154
Aperio Group
California
$169K +$10.5K +838 +7%
VFA
155
Valeo Financial Advisors
Indiana
$164K -$24.2K -1,929 -13%
AG
156
Advisor Group
Arizona
$160K +$213 +17 +0.1%
RCM
157
Riverhead Capital Management
Delaware
$155K +$22.5K +1,800 +17%
FHA
158
Flagship Harbor Advisors
Massachusetts
$150K -$25.8K -1,963 -15%
VF
159
Virtu Financial
New York
$148K +$148K +11,764 New
SCM
160
Shelton Capital Management
Colorado
$143K – – –
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$141K +$141K +11,203 New
GHCM
162
Glen Harbor Capital Management
California
$135K +$19.8K +1,584 +17%
ECM
163
Everence Capital Management
Indiana
$127K – – –
AIP
164
Ameritas Investment Partners
Nebraska
$125K – – –
SG Americas Securities
165
SG Americas Securities
New York
$115K -$20.8K -1,658 -15%
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$111K +$1.14K +90 +1%
NA
167
Neuburgh Advisers
California
$98K +$14.4K +1,152 +17%
Norges Bank
168
Norges Bank
Norway
$88K – – –
AWM
169
Avior Wealth Management
Nebraska
$84K +$151 +12 +0.2%
PCM
170
Prelude Capital Management
New York
$80K +$20K +1,585 +33%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$80K +$23.2K +1,848 +41%
APA
172
American Portfolios Advisors
New York
$71.2K +$71.2K +5,673 New
AF
173
Advisornet Financial
Minnesota
$67K +$67K +5,356 New
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$62.8K -$3.45K -275 -5%
WTC
175
WhitTier Trust Company
Nevada
$59K +$13.9K +1,101 +31%
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7
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