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WisdomTree
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Overview Fund Activity

186 hedge funds and large institutions have $812M invested in WisdomTree in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
4.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
68
Reduced
53
Closed
23
Calls
$12.4M
Puts
$11.1M
Net Calls
+$1.3M
Net Calls Change
+$10.2M

Top Buyers

1
FAM
Fred Alger Management
New York
+$58.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$14.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$10.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.63M
5
ACL
Azora Capital LP
Florida
+$6.95M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$17.1M
2
Invesco
Invesco
Georgia
-$15.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.2M
4
TCM
TimesSquare Capital Management
New York
-$11.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$37K -$6.62K -918 -15%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$35.3K -$847 -120 -2%
First Manhattan
153
First Manhattan
New York
$30K – – –
LIA
154
LS Investment Advisors
Michigan
$24K – – –
MOACM
155
Mutual of America Capital Management
New York
$24K +$3.35K +469 +16%
FHA
156
Flagship Harbor Advisors
Massachusetts
$23K -$4.4K -625 -16%
PHK
157
Point72 Hong Kong
Hong Kong
$22K +$22K +3,057 New
HWA
158
Heritage Wealth Advisors
Virginia
$21.2K – – –
PCG
159
Private Capital Group
Connecticut
$21K -$959 -135 -4%
TC
160
Truvestments Capital
Florida
$18K +$18K +2,491 New
AIM
161
Anchor Investment Management
South Carolina
$14.2K -$6.34K -898 -31%
SWA
162
Sutton Wealth Advisors
Florida
$13.4K +$13.4K +1,899 New
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$13K +$13K +1,777 New
AOWM
164
Alpha Omega Wealth Management
Virginia
$12K -$7.06K -1,000 -37%
SCM
165
Shelton Capital Management
Colorado
$11.4K -$1.61M -11,321 -99%
VFA
166
Valeo Financial Advisors
Indiana
$10K +$10K +1,355 New
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +1,000 New
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$6K – – –
OAM
169
Oppenheimer Asset Management
New York
$6K +$6K +851 New
ATC
170
Adirondack Trust Company
New York
$4K – – –
AF
171
Advisornet Financial
Minnesota
$4K – – –
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.91K +294 +176%
FCA
173
FinTrust Capital Advisors
South Carolina
$2K +$2K +217 New
TRCT
174
Tower Research Capital (TRC)
New York
$2K +$2K +277 New
VCM
175
Versant Capital Management
Arizona
$1K -$2.8K -555 -74%
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