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WisdomTree
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Overview Fund Activity

248 hedge funds and large institutions have $2.03B invested in WisdomTree in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
6.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
107
Reduced
77
Closed
33
Calls
$16M
Puts
$62M
Net Calls
-$46M
Net Calls Change
+$232M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$163M
2
CC
2
Cannell & Co
New York
$55.8M
3
Invesco
3
Invesco
Georgia
$64.4M
4
Capital World Investors
4
Capital World Investors
California
$33.7M
5
WA
5
Wasatch Advisors
Utah
$21.6M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$31.1M
2
KCM
2
Kornitzer Capital Management
Kansas
$45.1M
3
CM
3
Castleark Management
Illinois
$0
4
AII
4
AGF Investments Inc
Ontario, Canada
$5.09M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
201
Driehaus Capital Management
Illinois
$183K -$2.01M -124,450 -92%
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$179K +$131K +8,100 +270%
BNP Paribas Asset Management
203
BNP Paribas Asset Management
France
$173K -$54.3K -3,364 -24%
Tudor Investment Corp
204
Tudor Investment Corp
Connecticut
$168K -$223K -13,800 -57%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$165K +$165K +10,205 New
Canada Life
206
Canada Life
Manitoba, Canada
$154K -$1.48M -91,749 -91%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$134K +$9.97K +876 +8%
First Manhattan
208
First Manhattan
New York
$106K – – –
OAM
209
Orinda Asset Management
California
$102K +$28.4K +1,754 +39%
QT
210
Quantbot Technologies
New York
$89K +$89K +5,575 New
Creative Planning
211
Creative Planning
Kansas
$88K +$88K +5,460 New
RCM
212
Riverhead Capital Management
Delaware
$87K +$87K +5,400 New
FMT
213
First Mercantile Trust
Tennessee
$86K -$112K -6,915 -57%
Victory Capital Management
214
Victory Capital Management
Texas
$82K +$12.6K +784 +18%
Fuller & Thaler Asset Management
215
Fuller & Thaler Asset Management
California
$60K +$3.24K +200 +6%
LIA
216
LS Investment Advisors
Michigan
$58K – – –
OA
217
OFI Advisors
Pennsylvania
$37K +$10.4K +646 +39%
CCS
218
Crosspoint Capital Strategies
California
$33K -$9.63K -600 -23%
EWM
219
Evercore Wealth Management
New York
$27K – – –
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$23K -$88.3K -5,315 -79%
WTC
221
WhitTier Trust Company
Nevada
$23K – – –
MUS
222
Mitsubishi UFJ Securities
Japan
$23K +$23K +1,420 New
IRS
223
Invictus RG (Singapore)
Singapore
$20K +$11.9K +726 +148%
DADC
224
D.A. Davidson & Co
Montana
$20K +$15K +957 +299%
MFS
225
MSI Financial Services
Massachusetts
$20K +$16.6K +1,017 +484%
7 8
9
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