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WisdomTree
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Overview Fund Activity

199 hedge funds and large institutions have $2.35B invested in WisdomTree in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
64
Reduced
78
Closed
25
Calls
$26.6M
Puts
$116M
Net Calls
-$89M
Net Calls Change
-$84.5M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$69.4M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$110M
3
Macquarie Group
3
Macquarie Group
Australia
$48.6M
4
Bank of America
4
Bank of America
North Carolina
$23.8M
5
RA
5
Royce & Associates
New York
$41.6M

Top Sellers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$4.71M
2
OAM
2
Oxford Asset Management
United Kingdom
$6.11M
3
PI
3
Putnam Investments
Massachusetts
$0
4
HCM
4
Hodges Capital Management
Texas
$23.4M
5
RIM
5
RS Investment Management
California
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
176
Panagora Asset Management
Massachusetts
$76K -$24.2K -1,133 -24%
Simplex Trading
177
Simplex Trading
Illinois
$71K -$14.4K -676 -17%
CFA
178
Carroll Financial Associates
North Carolina
$60K – – –
US Bancorp
179
US Bancorp
Minnesota
$60K +$43.9K +2,039 +273%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$54.8K +$54.8K +2,554 New
CCS
181
Crosspoint Capital Strategies
California
$54K -$10.6K -494 -16%
WCM
182
Wealthcare Capital Management
Virginia
$43K +$43K +2,004 New
BAM
183
Brave Asset Management
New Jersey
$41K – – –
EWM
184
Evercore Wealth Management
New York
$36K – – –
QT
185
Quantbot Technologies
New York
$33K -$14K -657 -30%
WTC
186
WhitTier Trust Company
Nevada
$31K – – –
CYG
187
Clean Yield Group
Vermont
$30K +$30K +1,412 New
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$26K -$7.82K -361 -23%
MUS
189
Mitsubishi UFJ Securities
Japan
$24K +$24K +1,130 New
PSI
190
Pinnacle Summer Investments
Virginia
$22K +$87 +4 +0.4%
PCM
191
Prelude Capital Management
New York
$13K +$13K +600 New
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$9K +$9K +403 New
SMG
193
Spectrum Management Group
Indiana
$8K – – –
ATC
194
Adirondack Trust Company
New York
$6K – – –
SI
195
Stephens Inc
Arkansas
$3K +$3K +118 New
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52K +$47 +2,201 +3%
FNBT
197
FineMark National Bank & Trust
Florida
$1K -$262 -17 -21%
RCG
198
Ruggie Capital Group
Florida
$1K +$1K +58 New
PI
199
Putnam Investments
Massachusetts
– -$17.5M -1,113,210 Closed
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
– -$8M -510,286 Closed
5 6 7
8
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