WT icon

WisdomTree
WT

Overview Fund Activity

211 hedge funds and large institutions have $1.02B invested in WisdomTree in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
77
Reduced
67
Closed
32
Calls
$30.1M
Puts
$17.6M
Net Calls
+$12.5M
Net Calls Change
+$12M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.64M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$6.77M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.18M
4
Deutsche Bank
Deutsche Bank
Germany
+$4.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.03M

Top Sellers

1
JSP
Jackson Square Partners
California
-$41M
2
PI
Putnam Investments
Massachusetts
-$22.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.9M
4
FAM
Fred Alger Management
New York
-$14.6M
5
Macquarie Group
Macquarie Group
Australia
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
Trilogy Capital
California
$2K +$2K +255 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$1K -$1.8K -176 -64%
AssetMark Inc
203
AssetMark Inc
California
$1K -$262 -38 -21%
OC
204
Oakworth Capital
Alabama
$1K – – –
FGC
205
Financial Gravity Companies
Texas
$1K +$271 +13 +37%
FGAM
206
Financial Gravity Asset Management
Texas
$1K +$1K +48 New
MFBTD
207
MB Financial Bank - Trust Department
Illinois
$1K +$1K +96 New
HR
208
Howe & Rusling
New York
$1K +$1K +100 New
JSP
209
Jackson Square Partners
California
– -$41M -3,270,702 Closed
Macquarie Group
210
Macquarie Group
Australia
– -$8.99M -716,119 Closed
GAAM
211
Guinness Atkinson Asset Management
California
– -$8.41M -669,940 Closed
GAM
212
Guinness Asset Management
United Kingdom
– -$4.45M -354,530 Closed
EGM
213
Engineers Gate Manager
New York
– -$1.98M -157,462 Closed
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
– -$1.89M -150,912 Closed
Squarepoint
215
Squarepoint
New York
– -$1.7M -135,509 Closed
Jane Street
216
Jane Street
New York
– -$1.28M -101,902 Closed
Point72 Asset Management
217
Point72 Asset Management
Connecticut
– -$885K -70,500 Closed
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
– -$872K -69,494 Closed
Victory Capital Management
219
Victory Capital Management
Texas
– -$764K -60,901 Closed
ARTA
220
A.R.T. Advisors
New York
– -$688K -54,900 Closed
CT
221
Cambridge Trust
Massachusetts
– -$558K -44,490 Closed
HIC
222
Hartline Investment Corp
Illinois
– -$490K -39,030 Closed
GIA
223
Guyasuta Investment Advisors
Pennsylvania
– -$439K -35,000 Closed
SSG
224
Summit Securities Group
New York
– -$345K -27,500 Closed
AWCI
225
Alpine Woods Capital Investors
New York
– -$314K -25,000 Closed
6 7 8
9
10