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WisdomTree
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Overview Fund Activity

211 hedge funds and large institutions have $1.34B invested in WisdomTree in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
91
Reduced
63
Closed
35
Calls
$5.3M
Puts
$18.4M
Net Calls
-$13.1M
Net Calls Change
-$17.9M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$29.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$21M
3
Capital Fund Management (CFM)
3
Capital Fund Management (CFM)
France
$7.54M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$60.7M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$19.2M
2
AAM
2
Ardevora Asset Management
United Kingdom
$0
3
Capital World Investors
3
Capital World Investors
California
$18.6M
4
WRF
4
Waddell & Reed Financial
Kansas
$5.4M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$47K +$27.7K +2,696 +144%
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$41K – – –
IA
178
IFP Advisors
Florida
$40K -$4.11K -399 -9%
CG
179
Cutler Group
California
$36K -$11.2K -1,106 -24%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$33K +$5.85K +571 +22%
IWM
181
Integrated Wealth Management
California
$31K +$31K +3,000 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$30K +$14.5K +1,400 +93%
DADC
183
D.A. Davidson & Co
Montana
$26K -$54K -5,397 -67%
TRCT
184
Tower Research Capital (TRC)
New York
$19K -$230K -22,627 -92%
Simplex Trading
185
Simplex Trading
Illinois
$18K +$18K +1,774 New
WTC
186
WhitTier Trust Company
Nevada
$16K +$1.44K +142 +10%
CYG
187
Clean Yield Group
Vermont
$15K – – –
PSUF
188
People's United Financial
Connecticut
$10K – – –
ASN
189
Advisory Services Network
Georgia
$9K +$9K +850 New
Bessemer Group
190
Bessemer Group
New Jersey
$9K +$9K +895 New
WEC
191
Winslow Evans & Crocker
Massachusetts
$7.97K +$247 +24 +3%
MWM
192
MinichMacGregor Wealth Management
New York
$6K – – –
ATC
193
Adirondack Trust Company
New York
$6K +$3K +300 +100%
TCIM
194
TIAA CREF Investment Management
New York
$5.35K -$636 -61,849 -11%
VNA
195
Valley National Advisers
Pennsylvania
$5K – – –
S
196
SignatureFD
Georgia
$5K +$2.92K +277 +140%
JFA
197
JNBA Financial Advisors
Minnesota
$5K +$5K +475 New
AIM
198
Advantage Investment Management
Iowa
$5K +$5K +500 New
HIIFS
199
Harel Insurance Investments & Financial Services
Israel
$3K -$500 -50 -14%
GWM
200
Geneos Wealth Management
Colorado
$3K +$3K +384 New
6 7
8
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