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WisdomTree
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Overview Fund Activity

204 hedge funds and large institutions have $1.24B invested in WisdomTree in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
83
Reduced
63
Closed
23
Calls
$17M
Puts
$20.6M
Net Calls
-$3.6M
Net Calls Change
+$2.73M

Top Buyers

1
FAM
Fred Alger Management
New York
$59.6M
2
Citadel Advisors
Citadel Advisors
Florida
$40M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$55.2M
4
BlackRock
BlackRock
New York
$138M
5
ACH
ArrowMark Colorado Holdings
Colorado
$87.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.92M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
4
HCM
Hodges Capital Management
Texas
$0
5
TCM
TimesSquare Capital Management
New York
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$46K +$13.2K +1,292 +40%
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$43K +$216 +21 +0.5%
IUHSA
178
Itau Unibanco Holding S.A.
Brazil
$42K -$101K -3,129 -71%
LIA
179
LS Investment Advisors
Michigan
$41K – – –
WTC
180
WhitTier Trust Company
Nevada
$36K +$1.63K +161 +5%
AOWM
181
Alpha Omega Wealth Management
Virginia
$33K – – –
CPA
182
Clear Perspective Advisors
Illinois
$33K – – –
QT
183
Quantbot Technologies
New York
$32K -$160K -15,751 -83%
TRCT
184
Tower Research Capital (TRC)
New York
$32K +$32K +3,188 New
CG
185
Cutler Group
California
$29K +$29K +2,877 New
AIM
186
Anchor Investment Management
South Carolina
$28.5K +$13.2K +1,300 +87%
IA
187
IFP Advisors
Florida
$24K -$10K -1,000 -29%
SWA
188
Sutton Wealth Advisors
Florida
$20.5K – – –
FPFS
189
First Personal Financial Services
North Carolina
$19K – – –
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$18K +$8.11K +801 +82%
AAM
191
Advisors Asset Management
Colorado
$15K -$53.2K -5,350 -78%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$15K – – –
VCM
193
Versant Capital Management
Arizona
$12K +$1.03K +108 +9%
ATC
194
Adirondack Trust Company
New York
$6K – – –
AIM
195
Advantage Investment Management
Iowa
$5K +$40 +4 +0.8%
US Bancorp
196
US Bancorp
Minnesota
$2K – – –
SPIA
197
Steward Partners Investment Advisory
New York
$2K – – –
Walleye Trading
198
Walleye Trading
New York
$1.41K +$1.41K +138,321 New
AssetMark Inc
199
AssetMark Inc
California
$1K – – –
PFBT
200
Parkside Financial Bank & Trust
Missouri
$1K – – –
5 6 7
8
9