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WisdomTree
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Overview Fund Activity

192 hedge funds and large institutions have $1.7B invested in WisdomTree in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
50
Reduced
85
Closed
29
Calls
$13.3M
Puts
$17.8M
Net Calls
-$4.51M
Net Calls Change
+$84.8M

Top Buyers

1
RIM
RS Investment Management
California
$45M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55M
3
FAM
Fred Alger Management
New York
$30.5M
4
AII
AGF Investments Inc
Ontario, Canada
$25.1M
5
RA
Royce & Associates
New York
$20.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$197M
2
Calamos Advisors
Calamos Advisors
Illinois
$25M
3
TCM
TimesSquare Capital Management
New York
$66.6M
4
Millennium Management
Millennium Management
New York
$929K
5
PCM
Penn Capital Management
Pennsylvania
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
176
National Planning Corporation
California
$31.7K +$31.7K +2,100 New
BAM
177
Brave Asset Management
New Jersey
$30K – – –
EWM
178
Evercore Wealth Management
New York
$27K +$27K +1,700 New
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$25K -$2.21K -138 -8%
WTC
180
WhitTier Trust Company
Nevada
$22K – – –
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$22K +$477 +31 +2%
TRCT
182
Tower Research Capital (TRC)
New York
$20K +$19.1K +1,241 +2,068%
PSI
183
Pinnacle Summer Investments
Virginia
$18K -$45.4K -2,535 -72%
US Bancorp
184
US Bancorp
Minnesota
$12K -$3.26K -203 -21%
RMAM
185
Raab & Moskowitz Asset Management
New Jersey
$7K +$7K +461 New
TDC
186
Thompson Davis & Co
Virginia
$6K -$8.02K -476 -57%
SMG
187
Spectrum Management Group
Indiana
$6K – – –
HIM
188
Hillsdale Investment Management
Ontario, Canada
$5K – – –
ATC
189
Adirondack Trust Company
New York
$5K – – –
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08K -$34 -2,180 -3%
FNBT
191
FineMark National Bank & Trust
Florida
$1K -$1.31K -107 -57%
AC
192
Ascend Capital
California
– -$10.3M -904,575 Closed
PFMOSF
193
Philadelphia Financial Management of San Francisco
California
– -$9.79M -860,001 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
– -$8.5M -747,000 Closed
SC
195
Seawolf Capital
New York
– -$7.69M -675,937 Closed
O
196
OppenheimerFunds
New York
– -$6.69M -587,808 Closed
Ameriprise
197
Ameriprise
Minnesota
– -$6.02M -529,107 Closed
TCGI
198
Three Corner Global Investors
New York
– -$5.26M -462,500 Closed
PWM
199
Patriot Wealth Management
Texas
– -$4.34M -381,210 Closed
BCM
200
BlueMar Capital Management
Florida
– -$3.9M -342,800 Closed
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