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WisdomTree
WT

154 hedge funds and large institutions have $1.06B invested in WisdomTree in 2013 Q2 according to their latest regulatory filings, with 154 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $478K

Holders
154
Holders Change
+154
Holders Change %
–
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
154
Increased
–
Reduced
–
Closed
–
Calls
$1.7M
Puts
$478K
Net Calls
+$1.22M
Net Calls Change
+$1.22M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$185M +$186M +15,951,484 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.1M +$56.7M +4,846,571 New
TCM
3
TimesSquare Capital Management
New York
$55.9M +$56.5M +4,831,900 New
HK
4
Horizon Kinetics
New York
$35.5M +$35.9M +3,067,569 New
RIM
5
Rainier Investment Management
Washington
$33.7M +$34M +2,911,870 New
BA
6
BlackRock Advisors
Delaware
$30.7M +$31M +2,649,517 New
FAM
7
Fred Alger Management
New York
$30.6M +$30.9M +2,642,536 New
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$28.1M +$28.4M +2,429,666 New
BFA
9
BlackRock Fund Advisors
California
$26.5M +$26.8M +2,289,790 New
BIT
10
BlackRock Institutional Trust
California
$26M +$26.3M +2,250,425 New
RIM
11
RS Investment Management
California
$25.5M +$25.8M +2,203,034 New
Bank of America
12
Bank of America
North Carolina
$25.4M +$25.6M +2,192,135 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$23.9M +$24.1M +2,065,031 New
CCM
14
Cupps Capital Management
Illinois
$22.2M +$22.4M +1,919,395 New
State Street
15
State Street
Massachusetts
$20.6M +$20.8M +1,779,524 New
JHIU
16
Janus Henderson Investors US
Colorado
$19.4M +$19.6M +1,674,673 New
O
17
OppenheimerFunds
New York
$17.4M +$17.6M +1,506,390 New
RA
18
Royce & Associates
New York
$15.4M +$15.5M +1,328,311 New
TA
19
Teachers Advisors
New York
$15M +$15.1M +1,295,186 New
PCM
20
Penn Capital Management
Pennsylvania
$14.9M +$15.1M +1,291,651 New
RVGI
21
RRE Ventures GP III
New York
$14.6M +$14.8M +1,263,789 New
TI
22
Turner Investments
Pennsylvania
$14.3M +$14.4M +1,232,640 New
TIM
23
Thornburg Investment Management
New Mexico
$14.1M +$14.3M +1,222,322 New
KCM
24
Kornitzer Capital Management
Kansas
$14.1M +$14.3M +1,220,674 New
Millennium Management
25
Millennium Management
New York
$13.6M +$13.7M +1,175,918 New
1
2 3 4 5

WT Hedge Fund Activity: Q2 2013 in Review

154 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q2 2013, worth a combined $1.06B.

Buyers outnumbered sellers: 154 funds opened new WT positions and 0 closed out — a net gain of 154 holders — while 0 added to existing stakes and 0 trimmed.

  • 154 institutional investors held WisdomTree (WT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.06B of WisdomTree stock for Q2 2013.
  • 154 funds opened new WisdomTree positions in Q2 2013 and 0 closed out, a net change of +154 holders.

Based on aggregated 13F filings for Q2 2013.