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WisdomTree

204 hedge funds and large institutions have $1.77B invested in WisdomTree in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-17
Holders Change %
-7.69%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
84
Reduced
65
Closed
41
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
176
IFP Advisors
Florida
$33K
AOWM
177
Alpha Omega Wealth Management
Virginia
$29K
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$29K
CPA
179
Clear Perspective Advisors
Illinois
$29K
NA
180
Neuburgh Advisers
California
$28K -$435 -48 -2%
DADC
181
D.A. Davidson & Co
Montana
$25K
SWA
182
Sutton Wealth Advisors
Florida
$18.3K +$18.3K +2,016 New
FPFS
183
First Personal Financial Services
North Carolina
$17K
Parallax Volatility Advisers
184
Parallax Volatility Advisers
California
$16K +$6.73K +746 +73%
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K +$15.1K +1,660 New
WTC
186
WhitTier Trust Company
Nevada
$14K
CYG
187
Clean Yield Group
Vermont
$13K +$13K +1,412 New
IPC
188
Independent Portfolio Consultants
Florida
$11K +$4.6K +510 +72%
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$10K -$41.8K -4,586 -81%
YWP
190
YorkBridge Wealth Partners
New York
$7K -$38.2K -4,915 -85%
MAM
191
Meeder Asset Management
Ohio
$7K
PSUF
192
People's United Financial
Connecticut
$5K -$5K -500 -50%
ATC
193
Adirondack Trust Company
New York
$5K
AIM
194
Advantage Investment Management
Iowa
$5K
IUHSA
195
Itau Unibanco Holding S.A.
Brazil
$4K +$4K +446 New
CG
196
Cutler Group
California
$3K -$51.2K -7,198 -94%
Creative Planning
197
Creative Planning
Kansas
$2K -$22.8K -2,951 -92%
US Bancorp
198
US Bancorp
Minnesota
$2K -$8.37K -837 -81%
OC
199
Oakworth Capital
Alabama
$1K
AssetMark Inc
200
AssetMark Inc
California
$1K