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WisdomTree
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Overview Fund Activity

211 hedge funds and large institutions have $1.34B invested in WisdomTree in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
91
Reduced
63
Closed
35
Calls
$5.3M
Puts
$18.4M
Net Calls
-$13.1M
Net Calls Change
-$17.9M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$29.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$21M
3
Capital Fund Management (CFM)
3
Capital Fund Management (CFM)
France
$7.54M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$60.7M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$19.2M
2
AAM
2
Ardevora Asset Management
United Kingdom
$0
3
Capital World Investors
3
Capital World Investors
California
$18.6M
4
WRF
4
Waddell & Reed Financial
Kansas
$5.4M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWI
201
Thomas White International
Illinois
$2K – – –
MWP
202
MYCIO Wealth Partners
Pennsylvania
$2K +$2K +200 New
WCBA
203
Weaver C. Barksdale & Associates
Tennessee
$1K – – –
AssetMark Inc
204
AssetMark Inc
California
$1K – – –
OC
205
Oakworth Capital
Alabama
$1K +$1K +71 New
US Bancorp
206
US Bancorp
Minnesota
$1K +$1K +85 New
VOYA Investment Management
207
VOYA Investment Management
Georgia
$508 – – –
AAM
208
Ardevora Asset Management
United Kingdom
– -$25.4M -2,593,100 Closed
American Century Companies
209
American Century Companies
Missouri
– -$11.5M -1,175,525 Closed
WBC
210
Westpac Banking Corp
Australia
– -$5.91M -604,000 Closed
WA
211
Wasatch Advisors
Utah
– -$5.79M -591,091 Closed
KCM
212
Kennedy Capital Management
Missouri
– -$4.96M -506,294 Closed
SC
213
ShearLink Capital
New York
– -$3.52M -360,000 Closed
PCM
214
Penn Capital Management
Pennsylvania
– -$2.02M -202,324 Closed
TCM
215
Twin Capital Management
Pennsylvania
– -$1.38M -141,401 Closed
AFA
216
Abacus FCF Advisors
Florida
– -$1.38M -140,491 Closed
AB
217
AT Bancorp
Iowa
– -$1.17M -119,110 Closed
WIM
218
Waverton Investment Management
United Kingdom
– -$8.69M -113,275 Closed
BG
219
Bollard Group
Massachusetts
– -$979K -100,000 Closed
LCM
220
Laurion Capital Management
New York
– -$881K -90,000 Closed
CFP
221
Cornerstone Financial Partners
North Carolina
– -$697K -71,067 Closed
HW
222
Hancock Whitney
Mississippi
– -$494K -50,476 Closed
IA
223
Icon Advisers
Colorado
– -$379K -38,700 Closed
AA
224
ALPS Advisors
Colorado
– -$325K -33,181 Closed
RJA
225
Raymond James & Associates
Florida
– -$309K -31,523 Closed
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