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WisdomTree
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Overview Fund Activity

188 hedge funds and large institutions have $1.37B invested in WisdomTree in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
39
Increased
74
Reduced
56
Closed
41
Calls
$8.06M
Puts
$64.4M
Net Calls
-$56.3M
Net Calls Change
-$34.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$29.8M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$63.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$33.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$114M
5
Norges Bank
5
Norges Bank
Norway
$18.8M

Top Sellers

1
CCM
1
Conatus Capital Management
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7M
3
RIM
3
RS Investment Management
California
$2.65M
4
ACM
4
Apex Capital Management
Ohio
$137K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$9K +$370 +30 +4%
SMG
177
Spectrum Management Group
Indiana
$5K +$5K +380 New
HIM
178
Hillsdale Investment Management
Ontario, Canada
$4K – – –
ATC
179
Adirondack Trust Company
New York
$4K +$4K +300 New
PTC
180
Private Trust Company
Ohio
$3K – – –
NES
181
New England Securities
New York
$3K – – –
FNBT
182
FineMark National Bank & Trust
Florida
$2K -$12.6K -1,186 -86%
PIA
183
Piedmont Investment Advisors
North Carolina
$1.79K -$3.02K -244 -63%
RFS
184
Rockefeller Financial Services
New York
$1K +$1K +90 New
FFC
185
First Financial Corp
Indiana
$1K +$1K +100 New
AWCI
186
Alpine Woods Capital Investors
New York
$449 – – –
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$99 +$99 +8 New
CCM
188
Conatus Capital Management
Connecticut
– -$61.8M -4,708,283 Closed
Arrowstreet Capital
189
Arrowstreet Capital
Massachusetts
– -$14.1M -1,072,504 Closed
TI
190
Turner Investments
Pennsylvania
– -$10.1M -766,970 Closed
ARC
191
Absolute Return Capital
Massachusetts
– -$8.5M -648,151 Closed
OAM
192
Origin Asset Management
United Kingdom
– -$7.61M -579,703 Closed
RIM
193
Rainier Investment Management
Washington
– -$5.51M -420,210 Closed
Jacobs Levy Equity Management
194
Jacobs Levy Equity Management
New Jersey
– -$5.07M -386,450 Closed
NAM
195
Nichols Asset Management
Massachusetts
– -$4.97M -378,980 Closed
American Century Companies
196
American Century Companies
Missouri
– -$3.8M -289,348 Closed
MCM
197
McKinley Capital Management
Alaska
– -$3.68M -280,770 Closed
MAM
198
Myriad Asset Management
Hong Kong
– -$3.61M -275,300 Closed
Stifel Financial
199
Stifel Financial
Missouri
– -$3.47M -264,518 Closed
IGIM
200
I.G. Investment Management
Manitoba, Canada
– -$2.53M -192,588 Closed
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