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WisdomTree
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Overview Fund Activity

221 hedge funds and large institutions have $1.45B invested in WisdomTree in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+10
Holders Change %
+4.74%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
71
Reduced
81
Closed
33
Calls
$18.3M
Puts
$14.5M
Net Calls
+$3.81M
Net Calls Change
+$16.9M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$38.9M
2
Capital World Investors
2
Capital World Investors
California
$34M
3
SO
3
STRS Ohio
Ohio
$12.7M
4
SC
4
ShearLink Capital
New York
$7.16M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$61M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.42M
2
TCM
2
TimesSquare Capital Management
New York
$49M
3
Bank of America
3
Bank of America
North Carolina
$5.59M
4
GC
4
Guggenheim Capital
Illinois
$405K
5
BA
5
BlackRock Advisors
Delaware
$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
201
Neuburgh Advisers
California
$35K +$35K +3,136 New
DADC
202
D.A. Davidson & Co
Montana
$31K +$2.42K +220 +8%
FPFS
203
First Personal Financial Services
North Carolina
$20K +$20K +1,825 New
WTC
204
WhitTier Trust Company
Nevada
$18K – – –
US Bancorp
205
US Bancorp
Minnesota
$12K +$11K +952 +1,120%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$11K -$20.9K -1,900 -66%
PSUF
207
People's United Financial
Connecticut
$11K – – –
Parallax Volatility Advisers
208
Parallax Volatility Advisers
California
$11K +$11K +1,028 New
MAM
209
Meeder Asset Management
Ohio
$9K +$9K +778 New
IPC
210
Independent Portfolio Consultants
Florida
$8K +$8K +710 New
ATC
211
Adirondack Trust Company
New York
$7K – – –
AIM
212
Advantage Investment Management
Iowa
$6K – – –
CF
213
CenterStar Fund
Illinois
$4K – – –
GWM
214
Geneos Wealth Management
Colorado
$4K – – –
TWI
215
Thomas White International
Illinois
$3K – – –
AssetMark Inc
216
AssetMark Inc
California
$2K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +190 New
WCBA
218
Weaver C. Barksdale & Associates
Tennessee
$1K -$81 -9 -8%
OC
219
Oakworth Capital
Alabama
$1K – – –
TP
220
Truvvo Partners
New York
$166 – – –
WRF
221
Waddell & Reed Financial
Kansas
– -$5.4M -524,700 Closed
PWM
222
Patriot Wealth Management
Texas
– -$3.16M -307,424 Closed
Norges Bank
223
Norges Bank
Norway
– -$2.35M -238,856 Closed
Marshall Wace
224
Marshall Wace
United Kingdom
– -$2.41M -234,114 Closed
Nomura Holdings
225
Nomura Holdings
Japan
– -$1.17M -114,181 Closed
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