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WisdomTree
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Overview Fund Activity

191 hedge funds and large institutions have $1.64B invested in WisdomTree in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
65
Reduced
57
Closed
16
Calls
$9.52M
Puts
$33.2M
Net Calls
-$23.7M
Net Calls Change
-$26M

Top Buyers

1
CCM
Conatus Capital Management
Connecticut
$63M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$67.6M
3
ACM
Apex Capital Management
Ohio
$24.9M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$61.6M
5
FAM
Fred Alger Management
New York
$34.8M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
$35.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$272M
3
Calamos Advisors
Calamos Advisors
Illinois
$2.32M
4
RIM
RS Investment Management
California
$32.4M
5
RIM
Rainier Investment Management
Washington
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$32K -$80.9K -4,617 -72%
WTC
177
WhitTier Trust Company
Nevada
$25K – – –
FNBT
178
FineMark National Bank & Trust
Florida
$25K +$23.7K +1,324 +1,814%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$24K +$569 +32 +2%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$23.1K -$467K -26,376 -95%
MFS
181
MSI Financial Services
Massachusetts
$22K – – –
PSI
182
Pinnacle Summer Investments
Virginia
$18K – – –
TAM
183
Tocqueville Asset Management
New York
$18K +$18K +1,000 New
HIM
184
Hillsdale Investment Management
Ontario, Canada
$15K -$6.04K -330 -29%
OIA
185
Optimum Investment Advisors
Illinois
$12K – – –
FHA
186
First Horizon Advisors
Tennessee
$12K +$12K +856 New
PIA
187
Piedmont Investment Advisors
North Carolina
$7.46K +$7.46K +421 New
DIA
188
Denver Investment Advisors
Colorado
$3.62K -$399 -22,528 -10%
LWA
189
Lenox Wealth Advisors
New York
$3K +$3K +159 New
PTC
190
Private Trust Company
Ohio
$2K – – –
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37K -$24 -1,331 -2%
RVGI
192
RRE Ventures GP III
New York
– -$14.7M -1,263,789 Closed
WA
193
Wasatch Advisors
Utah
– -$4.91M -422,500 Closed
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
– -$4.16M -358,200 Closed
ARTA
195
A.R.T. Advisors
New York
– -$2.37M -204,415 Closed
HI
196
HBK Investments
Texas
– -$1.49M -127,900 Closed
Robeco Institutional Asset Management
197
Robeco Institutional Asset Management
Netherlands
– -$1.16M -100,000 Closed
ProShare Advisors
198
ProShare Advisors
Maryland
– -$737K -63,460 Closed
Two Sigma Investments
199
Two Sigma Investments
New York
– -$735K -63,312 Closed
PP
200
PDT Partners
New York
– -$512K -44,100 Closed
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