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WisdomTree
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Overview Fund Activity

211 hedge funds and large institutions have $1.02B invested in WisdomTree in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
77
Reduced
67
Closed
32
Calls
$30.1M
Puts
$17.6M
Net Calls
+$12.5M
Net Calls Change
+$12M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.64M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$6.77M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.18M
4
Deutsche Bank
Deutsche Bank
Germany
+$4.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.03M

Top Sellers

1
JSP
Jackson Square Partners
California
-$41M
2
PI
Putnam Investments
Massachusetts
-$22.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.9M
4
FAM
Fred Alger Management
New York
-$14.6M
5
Macquarie Group
Macquarie Group
Australia
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Symons Capital Management
Pennsylvania
$142K +$142K +15,433 New
TP
152
Truvvo Partners
New York
$136K – – –
O
153
OppenheimerFunds
New York
$134K -$1.13K -123 -0.8%
PCM
154
Prelude Capital Management
New York
$130K +$72.1K +7,882 +124%
EP
155
Elkfork Partners
Oregon
$126K – – –
VFA
156
Valeo Financial Advisors
Indiana
$120K +$356 +39 +0.3%
AG
157
Aperio Group
California
$119K -$3.78K -414 -3%
RCM
158
Riverhead Capital Management
Delaware
$114K – – –
AIMCA
159
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$114K +$114K +12,400 New
SM
160
Sciencast Management
New Jersey
$111K +$111K +12,013 New
SCM
161
Shelton Capital Management
Colorado
$105K – – –
3AM
162
3D Asset Management
Connecticut
$102K +$102K +11,146 New
GHCM
163
Glen Harbor Capital Management
California
$99K – – –
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$99K +$99K +10,820 New
SSA
165
Schonfeld Strategic Advisors
New York
$97K +$97K +10,553 New
CG
166
Cutler Group
California
$94K +$94K +10,355 New
ECM
167
Everence Capital Management
Indiana
$93K – – –
BTS
168
BB&T Securities
Virginia
$93K +$93K +10,160 New
AIP
169
Ameritas Investment Partners
Nebraska
$91K – – –
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$73K -$23.4K -2,125 -24%
NA
171
Neuburgh Advisers
California
$72K – – –
WTC
172
WhitTier Trust Company
Nevada
$69K +$26.5K +2,904 +62%
AWM
173
Avior Wealth Management
Nebraska
$61K +$55 +6 +0.1%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$58K – – –
APA
175
American Portfolios Advisors
New York
$57.5K +$5.48K +597 +11%
5 6
7
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