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WisdomTree
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Overview Fund Activity

221 hedge funds and large institutions have $1.45B invested in WisdomTree in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+10
Holders Change %
+4.74%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
71
Reduced
81
Closed
33
Calls
$18.3M
Puts
$14.5M
Net Calls
+$3.81M
Net Calls Change
+$16.9M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$38.9M
2
Capital World Investors
2
Capital World Investors
California
$34M
3
SO
3
STRS Ohio
Ohio
$12.7M
4
SC
4
ShearLink Capital
New York
$7.16M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$61M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.42M
2
TCM
2
TimesSquare Capital Management
New York
$49M
3
Bank of America
3
Bank of America
North Carolina
$5.59M
4
GC
4
Guggenheim Capital
Illinois
$405K
5
BA
5
BlackRock Advisors
Delaware
$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
Flagship Harbor Advisors
Massachusetts
$139K +$139K +13,045 New
LPL Financial
177
LPL Financial
California
$122K +$122K +10,273 New
Walleye Trading
178
Walleye Trading
New York
$117K +$117K +10,474 New
ST
179
Spot Trading
Illinois
$114K +$114K +10,227 New
FMT
180
First Mercantile Trust
Tennessee
$107K +$107K +9,573 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$104K +$53.5K +4,854 +106%
RA
182
Rational Advisors
New York
$89K -$33.4K -3,000 -27%
LIA
183
LS Investment Advisors
Michigan
$84K +$3.42K +306 +4%
CG
184
Cutler Group
California
$84K +$44.9K +4,070 +115%
AWM
185
Avior Wealth Management
Nebraska
$74K -$8.82K -787 -11%
MCIM
186
Meadow Creek Investment Management
Georgia
$74K +$74K +6,664 New
First Manhattan
187
First Manhattan
New York
$73K – – –
YWP
188
YorkBridge Wealth Partners
New York
$64K +$64K +5,815 New
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$63K -$7.58K -684 -11%
EP
190
Elkfork Partners
Oregon
$61K +$61K +5,488 New
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$55.7K +$55.7K +5,000 New
RCM
192
Riverhead Capital Management
Delaware
$55K – – –
MFS
193
MSI Financial Services
Massachusetts
$51K -$70.4K -6,356 -58%
GHCM
194
Glen Harbor Capital Management
California
$48K +$48K +4,312 New
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$45K – – –
IA
196
IFP Advisors
Florida
$40K -$3.18K -286 -7%
Creative Planning
197
Creative Planning
Kansas
$36K -$60.6K -5,401 -63%
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$36K – – –
AOWM
199
Alpha Omega Wealth Management
Virginia
$36K +$36K +3,200 New
CPA
200
Clear Perspective Advisors
Illinois
$36K +$36K +3,210 New
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8
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