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WisdomTree
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Overview Fund Activity

190 hedge funds and large institutions have $1.49B invested in WisdomTree in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
84
Reduced
54
Closed
32
Calls
$5.59M
Puts
$27.6M
Net Calls
-$22M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$98.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$243M
3
Calamos Advisors
Calamos Advisors
Illinois
$41M
4
TCM
TimesSquare Capital Management
New York
$48.6M
5
FCM
Frontier Capital Management
Massachusetts
$22M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.8M
2
CGM
Capital Growth Management
Massachusetts
$0
3
FAM
Fred Alger Management
New York
$11.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
FG
FSI Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
201
Jupiter Asset Management
United Kingdom
– -$714K -40,290 Closed
Nomura Asset Management
202
Nomura Asset Management
Japan
– -$708K -40,000 Closed
TC
203
TFS Capital
Pennsylvania
– -$634K -35,795 Closed
USGIU
204
U.S. Global Investors (USGI)
Texas
– -$531K -30,000 Closed
OC
205
Oppenheimer & Co
New York
– -$529K -29,913 Closed
MSP
206
Madison Street Partners
Colorado
– -$518K -29,245 Closed
SIP
207
Stoneridge Investment Partners
Pennsylvania
– -$478K -26,995 Closed
RJA
208
Raymond James & Associates
Florida
– -$443K -24,999 Closed
AL
209
Airain Ltd
Guernsey
– -$330K -18,651 Closed
VKH
210
Virtu KCG Holdings
New York
– -$321K -18,131 Closed
FAAS
211
First Allied Advisory Services
California
– -$321K -18,080 Closed
RG
212
Renaissance Group
Kentucky
– -$312K -17,642 Closed
MA
213
Montag & Associates
Georgia
– -$281K -15,870 Closed
Nuveen Asset Management
214
Nuveen Asset Management
Illinois
– -$252K -14,226 Closed
ID
215
Integral Derivatives
New York
– -$237K -13,400 Closed
Verition Fund Management
216
Verition Fund Management
Connecticut
– -$235K -13,262 Closed
GA
217
Geneva Advisors
Illinois
– -$219K -12,389 Closed
Jane Street
218
Jane Street
New York
– -$187K -10,582 Closed
Two Sigma Advisers
219
Two Sigma Advisers
New York
– -$180K -10,166 Closed
HMS
220
Hanseatic Management Services
New Mexico
– -$37K -2,069 Closed
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
– -$23.1K -1,304 Closed
LWA
222
Lenox Wealth Advisors
New York
– -$3K -159 Closed
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