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WisdomTree
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Overview Fund Activity

218 hedge funds and large institutions have $1.39B invested in WisdomTree in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-19
Holders Change %
-8.02%
% of All Funds
5.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
91
Reduced
70
Closed
39
Calls
$23M
Puts
$18.2M
Net Calls
+$4.81M
Net Calls Change
+$36.1M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$60.2M
2
JSP
Jackson Square Partners
California
$48.7M
3
Capital World Investors
Capital World Investors
California
$33.3M
4
FAM
Fred Alger Management
New York
$38.2M
5
American Century Companies
American Century Companies
Missouri
$11.5M

Top Sellers

1
WA
Wasatch Advisors
Utah
$5.79M
2
RA
Royce & Associates
New York
$11.8M
3
HCM
Hodges Capital Management
Texas
$6.16M
4
Goldman Sachs
Goldman Sachs
New York
$3.36M
5
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
176
Brown Advisory Securities
Maryland
$132K – – –
Walleye Trading
177
Walleye Trading
New York
$131K +$131K +13,418 New
RA
178
Rational Advisors
New York
$113K +$113K +11,500 New
CG
179
Clinton Group
New York
$111K -$534K -54,570 -83%
D.E. Shaw & Co
180
D.E. Shaw & Co
New York
$107K +$107K +10,950 New
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$106K -$2.24K -228 -2%
M&T Bank
182
M&T Bank
New York
$101K +$101K +10,282 New
VFA
183
Voya Financial Advisors
Connecticut
$98K -$1.93K -205 -2%
RCM
184
Riverhead Capital Management
Delaware
$88K -$402K -17,484 -82%
MFS
185
MSI Financial Services
Massachusetts
$79K -$111K -11,276 -58%
DADC
186
D.A. Davidson & Co
Montana
$76K +$10.9K +1,145 +17%
LIA
187
LS Investment Advisors
Michigan
$67K +$28.9K +2,946 +76%
CCMH
188
Cornerstone Capital Management Holdings
New York
$65K – – –
First Manhattan
189
First Manhattan
New York
$64K – – –
AWM
190
Avior Wealth Management
Nebraska
$56K +$176 +18 +0.3%
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$49K +$49K +5,000 New
Creative Planning
192
Creative Planning
Kansas
$45K -$9.14K -934 -17%
CG
193
Cutler Group
California
$45K -$3.87K -400 -8%
AG
194
Advisor Group
Arizona
$43K +$43K +4,517 New
IA
195
IFP Advisors
Florida
$42K +$42K +4,282 New
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$39K – – –
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$26K – – –
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$23K -$146 -15 -0.6%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$18K -$939 -98 -5%
EWM
200
Evercore Wealth Management
New York
$17K – – –
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