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WisdomTree
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Overview Fund Activity

211 hedge funds and large institutions have $1.02B invested in WisdomTree in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
77
Reduced
67
Closed
32
Calls
$30.1M
Puts
$17.6M
Net Calls
+$12.5M
Net Calls Change
+$12M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.64M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$6.77M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.18M
4
Deutsche Bank
Deutsche Bank
Germany
+$4.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.03M

Top Sellers

1
JSP
Jackson Square Partners
California
-$41M
2
PI
Putnam Investments
Massachusetts
-$22.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.9M
4
FAM
Fred Alger Management
New York
-$14.6M
5
Macquarie Group
Macquarie Group
Australia
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$49K – – –
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$45.9K – – –
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$45K +$33.4K +3,640 +288%
First Manhattan
179
First Manhattan
New York
$39K -$2.88K -317 -7%
CFA
180
Carroll Financial Associates
North Carolina
$38K – – –
LIA
181
LS Investment Advisors
Michigan
$31K +$2.17K +238 +8%
IA
182
IFP Advisors
Florida
$30K – – –
CPA
183
Clear Perspective Advisors
Illinois
$29K – – –
AOWM
184
Alpha Omega Wealth Management
Virginia
$29K – – –
PCG
185
Private Capital Group
Connecticut
$22K +$15.9K +1,732 +259%
AIM
186
Anchor Investment Management
South Carolina
$21.1K +$9 +1 +0%
SWA
187
Sutton Wealth Advisors
Florida
$18.5K – – –
SWP
188
Stratos Wealth Partners
Ohio
$17K +$10.2K +1,100 +151%
RA
189
Rational Advisors
New York
$16K -$2.82K -300 -15%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$16K +$2.84K +287 +22%
VCM
191
Versant Capital Management
Arizona
$11K -$202 -23 -2%
TRCT
192
Tower Research Capital (TRC)
New York
$9K -$14.1K -1,479 -61%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$7K – – –
ATC
194
Adirondack Trust Company
New York
$6K – – –
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$5K -$37.3K -3,999 -88%
AIM
196
Advantage Investment Management
Iowa
$5K +$20 +2 +0.4%
ST
197
Smithfield Trust
Pennsylvania
$5K +$5K +576 New
US Bancorp
198
US Bancorp
Minnesota
$2K – – –
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$2K – – –
RCAG
200
Rehmann Capital Advisory Group
Michigan
$2K +$2K +175 New
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8
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