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WisdomTree
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Overview Fund Activity

167 hedge funds and large institutions have $590M invested in WisdomTree in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
56
Closed
25
Calls
$14.4M
Puts
$32.2M
Net Calls
-$17.8M
Net Calls Change
-$6.69M

Top Buyers

1
WMSA
1
Weiss Multi-Strategy Advisers
New York
$9.14M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$6.04M
3
ACL
3
Azora Capital LP
Florida
$6.02M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$75.2M
5
CS
5
Credit Suisse
Switzerland
$8.72M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.47M
2
Deutsche Bank
2
Deutsche Bank
Germany
$3.9M
3
FAM
3
Fred Alger Management
New York
$49M
4
Goldman Sachs
4
Goldman Sachs
New York
$761K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Sutton Wealth Advisors
Florida
$8.11K +$8.11K +1,553 New
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$8K +$3.48K +630 +77%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$7K -$3.56M -719,600 -100%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$5K – – –
ATC
155
Adirondack Trust Company
New York
$3K – – –
AF
156
Advisornet Financial
Minnesota
$3K +$656 +140 +28%
FCA
157
FinTrust Capital Advisors
South Carolina
$2K +$519 +76 +35%
PCG
158
Private Capital Group
Connecticut
$1K -$20.5K -2,868 -95%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$1K +$1K +100 New
PFBT
161
Parkside Financial Bank & Trust
Missouri
$1K +$1K +251 New
HGWM
162
Harvest Group Wealth Management
Massachusetts
$1K +$1K +261 New
GT
163
Glenmede Trust
Pennsylvania
$4 +$1 +265 +52%
JAM
164
Jacobs Asset Management
New York
– -$2.21M -357,450 Closed
SO
165
STRS Ohio
Ohio
– -$1.23M -200,000 Closed
Canada Pension Plan Investment Board
166
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.06M -171,000 Closed
Squarepoint
167
Squarepoint
New York
– -$747K -121,043 Closed
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
– -$649K -105,253 Closed
Rafferty Asset Management
169
Rafferty Asset Management
New York
– -$498K -80,699 Closed
GCP
170
GSA Capital Partners
United Kingdom
– -$304K -49,268 Closed
MCIM
171
Meadow Creek Investment Management
Georgia
– -$160K -25,874 Closed
EP
172
Elkfork Partners
Oregon
– -$131K -21,308 Closed
RCM
173
Riverhead Capital Management
Delaware
– -$118K -19,185 Closed
Jane Street
174
Jane Street
New York
– -$113K -18,272 Closed
USAA
175
United Services Automobile Association
Texas
– -$107K -17,278 Closed
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