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WisdomTree
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Overview Fund Activity

190 hedge funds and large institutions have $1.49B invested in WisdomTree in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
84
Reduced
54
Closed
32
Calls
$5.59M
Puts
$27.6M
Net Calls
-$22M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$98.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$243M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$41M
4
TCM
4
TimesSquare Capital Management
New York
$48.6M
5
FCM
5
Frontier Capital Management
Massachusetts
$22M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$11.8M
2
CGM
2
Capital Growth Management
Massachusetts
$0
3
FAM
3
Fred Alger Management
New York
$11.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
FG
5
FSI Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
176
FineMark National Bank & Trust
Florida
$18K -$288 -22 -2%
IRS
177
Invictus RG (Singapore)
Singapore
$16K -$41.2K -3,204 -72%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$16K -$1.35K -105 -8%
TRCT
179
Tower Research Capital (TRC)
New York
$13K -$11.1K -843 -46%
TAM
180
Tocqueville Asset Management
New York
$13K – – –
FHA
181
First Horizon Advisors
Tennessee
$10K – – –
Creative Planning
182
Creative Planning
Kansas
$9K -$20.6K -1,600 -70%
OIA
183
Optimum Investment Advisors
Illinois
$9K – – –
TCOV
184
Trust Company of Vermont
Vermont
$8K +$8K +600 New
PSI
185
Pinnacle Summer Investments
Virginia
$7K -$6.23K -471 -47%
PIA
186
Piedmont Investment Advisors
North Carolina
$5.1K -$420 -32 -8%
HIM
187
Hillsdale Investment Management
Ontario, Canada
$4K -$6.25K -500 -61%
PTC
188
Private Trust Company
Ohio
$3K +$1.22K +83 +69%
NES
189
New England Securities
New York
$3K +$3K +250 New
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.01K -$7 -540 -0.7%
CGM
191
Capital Growth Management
Massachusetts
– -$17.7M -1,000,000 Closed
Schroder Investment Management Group
192
Schroder Investment Management Group
United Kingdom
– -$10.6M -600,500 Closed
FG
193
FSI Group
Ohio
– -$10.1M -572,156 Closed
Renaissance Technologies
194
Renaissance Technologies
New York
– -$6.01M -339,578 Closed
DIA
195
Denver Investment Advisors
Colorado
– -$3.62K -204,157 Closed
CPIM
196
Columbia Partners Investment Management
Virginia
– -$3.13M -176,922 Closed
CIP
197
Convergence Investment Partners
Florida
– -$1.64M -92,325 Closed
AI
198
Axiom Investors
Connecticut
– -$1.51M -85,000 Closed
Neuberger Berman Group
199
Neuberger Berman Group
New York
– -$1.46M -82,300 Closed
CCM
200
Coe Capital Management
Illinois
– -$765K -43,195 Closed
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