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WisdomTree
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Overview Fund Activity

186 hedge funds and large institutions have $926M invested in WisdomTree in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
63
Reduced
68
Closed
31
Calls
$3.24M
Puts
$26M
Net Calls
-$22.8M
Net Calls Change
-$19.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$27.7M
2
BlackRock
BlackRock
New York
$143M
3
Millennium Management
Millennium Management
New York
$13.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.37M
5
ACH
ArrowMark Colorado Holdings
Colorado
$80.2M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$422K
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$34.2M
3
GIP
Granite Investment Partners
California
$0
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$53.4K +$127 +15 +0.2%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$42.4K – – –
First Manhattan
153
First Manhattan
New York
$36K – – –
FHA
154
Flagship Harbor Advisors
Massachusetts
$32K -$11.9K -1,450 -27%
VFA
155
Valeo Financial Advisors
Indiana
$29K -$3.9K -510 -12%
LIA
156
LS Investment Advisors
Michigan
$29K – – –
IA
157
IFP Advisors
Florida
$26K +$5.44K +635 +26%
PCG
158
Private Capital Group
Connecticut
$25K – – –
HWA
159
Heritage Wealth Advisors
Virginia
$25K +$25K +3,000 New
AIM
160
Anchor Investment Management
South Carolina
$24.6K +$17 +2 +0.1%
AOWM
161
Alpha Omega Wealth Management
Virginia
$23K -$4.26K -500 -16%
JFA
162
JNBA Financial Advisors
Minnesota
$23K +$23K +2,700 New
TC
163
Truvestments Capital
Florida
$21K +$21K +2,481 New
MOACM
164
Mutual of America Capital Management
New York
$19K +$15.3K +1,765 +413%
SWA
165
Sutton Wealth Advisors
Florida
$17.1K – – –
CFG
166
Citizens Financial Group
Rhode Island
$9K +$9K +1,082 New
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$8K -$4.94K -617 -38%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$7.1K +$2.83K +333 +66%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$7K -$4.1K -480 -37%
VCM
170
Versant Capital Management
Arizona
$5K -$4.21K -573 -46%
ATC
171
Adirondack Trust Company
New York
$5K – – –
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$5K +$273 +31 +6%
AF
173
Advisornet Financial
Minnesota
$4K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$3K +$1.52K +203 +102%
SWP
175
Stratos Wealth Partners
Ohio
$3K +$3K +371 New
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