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WisdomTree
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Overview Fund Activity

212 hedge funds and large institutions have $1.49B invested in WisdomTree in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
79
Reduced
71
Closed
26
Calls
$15M
Puts
$14.5M
Net Calls
+$521K
Net Calls Change
+$4.12M

Top Buyers

1
FAM
Fred Alger Management
New York
$92.8M
2
BCPEM
Bain Capital Public Equity Management
Massachusetts
$16.4M
3
TCM
TimesSquare Capital Management
New York
$105M
4
PI
Putnam Investments
Massachusetts
$30.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$28.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Citadel Advisors
Citadel Advisors
Florida
$17.7M
3
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$0
4
Millennium Management
Millennium Management
New York
$253K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
176
First Manhattan
New York
$57K – – –
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$57K +$4.42K +352 +8%
CFA
178
Carroll Financial Associates
North Carolina
$52K -$152K -12,300 -75%
LIA
179
LS Investment Advisors
Michigan
$40K -$11.3K -897 -22%
AOWM
180
Alpha Omega Wealth Management
Virginia
$40K – – –
CPA
181
Clear Perspective Advisors
Illinois
$40K – – –
TRCT
182
Tower Research Capital (TRC)
New York
$30K -$9.42K -762 -24%
IA
183
IFP Advisors
Florida
$30K – – –
AIM
184
Anchor Investment Management
South Carolina
$28.9K -$6.24K -497 -18%
SWA
185
Sutton Wealth Advisors
Florida
$25.3K – – –
RA
186
Rational Advisors
New York
$25K +$25K +2,000 New
FPFS
187
First Personal Financial Services
North Carolina
$23K – – –
RFC
188
Regions Financial Corp
Alabama
$21K +$21K +1,682 New
IUHSA
189
Itau Unibanco Holding S.A.
Brazil
$19K +$2.34K +182 +14%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$17K -$5.71K -447 -25%
AAM
191
Advisors Asset Management
Colorado
$17K -$2.3K -180 -12%
VCM
192
Versant Capital Management
Arizona
$16K +$150 +12 +0.9%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$16K +$15.5K +1,225 +3,224%
QT
194
Quantbot Technologies
New York
$14K -$24K -1,992 -63%
FAIM
195
Financial Advocates Investment Management
Washington
$14K +$14K +1,125 New
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$10K -$8.75K -700 -47%
SWP
197
Stratos Wealth Partners
Ohio
$9K +$9K +728 New
ATC
198
Adirondack Trust Company
New York
$8K – – –
AIM
199
Advantage Investment Management
Iowa
$6K +$47 +4 +0.8%
DCM
200
Delpha Capital Management
New York
$5K +$5K +430 New
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8
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