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WisdomTree
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Overview Fund Activity

171 hedge funds and large institutions have $701M invested in WisdomTree in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-15
Holders Change %
-8.06%
% of All Funds
3.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
69
Reduced
47
Closed
26
Calls
$3.28M
Puts
$14.4M
Net Calls
-$11.1M
Net Calls Change
-$12.4M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$63.1M
2
CS
2
Credit Suisse
Switzerland
$7.54M
3
BlackRock
3
BlackRock
New York
$112M
4
Citadel Advisors
4
Citadel Advisors
Florida
$18.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.41M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$0
2
ACL
2
Azora Capital LP
Florida
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.45M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$12.4K +$12 +2 +0.1%
AOWM
152
Alpha Omega Wealth Management
Virginia
$10K – – –
OAM
153
Oppenheimer Asset Management
New York
$10K +$4.63K +734 +86%
CG
154
Cutler Group
California
$9K -$41.4K -7,100 -82%
QT
155
Quantbot Technologies
New York
$9K +$9K +1,500 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$6K – – –
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$5K – – –
CB
158
Community Bank
New York
$5K +$5K +865 New
ATC
159
Adirondack Trust Company
New York
$4K – – –
AF
160
Advisornet Financial
Minnesota
$3K – – –
VFA
161
Valeo Financial Advisors
Indiana
$1K -$14.2K -1,266 -93%
TWA
162
TCI Wealth Advisors
Arizona
$1K – – –
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FCA
164
FinTrust Capital Advisors
South Carolina
$1K – – –
CAW
165
Cornerstone Advisors (Washington)
Washington
$1K +$1K +233 New
RCAG
166
Rehmann Capital Advisory Group
Michigan
$304 – – –
GT
167
Glenmede Trust
Pennsylvania
$3 – – –
Aberdeen Group
168
Aberdeen Group
United Kingdom
– -$25.3M -3,584,281 Closed
ACL
169
Azora Capital LP
Florida
– -$6.95M -984,926 Closed
Wellington Management Group
170
Wellington Management Group
Massachusetts
– -$6.49M -918,645 Closed
TAM
171
Trillium Asset Management
Massachusetts
– -$754K -106,831 Closed
Marshall Wace
172
Marshall Wace
United Kingdom
– -$466K -65,957 Closed
First Trust Advisors
173
First Trust Advisors
Illinois
– -$457K -64,753 Closed
PCM
174
Penserra Capital Management
California
– -$343K -47,705 Closed
KCM
175
Kornitzer Capital Management
Kansas
– -$325K -46,100 Closed
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