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WisdomTree
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Overview Fund Activity

192 hedge funds and large institutions have $1.7B invested in WisdomTree in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
50
Reduced
85
Closed
29
Calls
$13.3M
Puts
$17.8M
Net Calls
-$4.51M
Net Calls Change
+$84.8M

Top Buyers

1
RIM
RS Investment Management
California
$45M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55M
3
FAM
Fred Alger Management
New York
$30.5M
4
AII
AGF Investments Inc
Ontario, Canada
$25.1M
5
RA
Royce & Associates
New York
$20.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$197M
2
Calamos Advisors
Calamos Advisors
Illinois
$25M
3
TCM
TimesSquare Capital Management
New York
$66.6M
4
Millennium Management
Millennium Management
New York
$929K
5
PCM
Penn Capital Management
Pennsylvania
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
– -$3.77M -331,423 Closed
BCM
202
BlueCrest Capital Management
Jersey
– -$2.03M -178,500 Closed
PRCM
203
Pine River Capital Management
Minnesota
– -$1.03M -90,115 Closed
PP
204
PDT Partners
New York
– -$953K -83,702 Closed
AIU
205
Algebris Investments (UK)
United Kingdom
– -$741K -65,100 Closed
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
– -$519K -45,579 Closed
SB
207
Suntrust Banks
Georgia
– -$449K -39,550 Closed
EMFAT
208
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$400K -35,150 Closed
PSC
209
Piper Sandler & Co
Minnesota
– -$387K -34,000 Closed
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
– -$363K -31,900 Closed
QSS
211
Quantitative Systematic Strategies
Florida
– -$267K -22,984 Closed
LOAMS
212
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$250K -21,870 Closed
V
213
Veritable
Delaware
– -$208K -18,300 Closed
Neuberger Berman Group
214
Neuberger Berman Group
New York
– -$156K -13,723 Closed
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
– -$134K -11,795 Closed
CCB
216
Cutter & Co Brokerage
Missouri
– -$118K -10,380 Closed
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
– -$76.7K -6,739 Closed
CSS
218
Cubist Systematic Strategies
Connecticut
– -$55K -4,856 Closed
CLOS
219
Compagnie Lombard Odier SCmA
Switzerland
– -$17K -1,500 Closed
PTC
220
Private Trust Company
Ohio
– -$2K -204 Closed
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