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WisdomTree
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Overview Fund Activity

154 hedge funds and large institutions have $1.07B invested in WisdomTree in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 28 closing their positions.

Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
57
Reduced
55
Closed
28
Calls
$3.23M
Puts
$973K
Net Calls
+$2.26M
Net Calls Change
+$1.04M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$208M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$20.5M
3
PCM
3
Penn Capital Management
Pennsylvania
$27.6M
4
RIM
4
RS Investment Management
California
$37.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$17.5M

Top Sellers

1
CCM
1
Cupps Capital Management
Illinois
$0
2
FAM
2
Fred Alger Management
New York
$9.85M
3
RIM
3
Rainier Investment Management
Washington
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
RA
5
Royce & Associates
New York
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$208M 17,921,900 +1,970,416 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.5M 5,385,582 +539,011 +11%
TCM
3
TimesSquare Capital Management
New York
$54.9M 4,733,400 -98,500 -2%
RIM
4
RS Investment Management
California
$37.8M 3,252,393 +1,049,359 +48%
BA
5
BlackRock Advisors
Delaware
$33.9M 2,921,293 +271,776 +10%
HK
6
Horizon Kinetics
New York
$30.9M 2,661,679 -405,890 -13%
BFA
7
BlackRock Fund Advisors
California
$30.3M 2,612,238 +322,448 +14%
BIT
8
BlackRock Institutional Trust
California
$29.6M 2,548,380 +297,955 +13%
PCM
9
Penn Capital Management
Pennsylvania
$27.6M 2,379,399 +1,087,748 +84%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$26.8M 2,307,966 -121,700 -5%
State Street
11
State Street
Massachusetts
$23.9M 2,055,673 +276,149 +16%
Calamos Advisors
12
Calamos Advisors
Illinois
$20.5M 1,762,110 +1,656,444 +1,568%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$20.3M 1,748,782 -316,249 -15%
JHIU
14
Janus Henderson Investors US
Colorado
$19.3M 1,666,144 -8,529 -0.5%
ClearBridge Investments
15
ClearBridge Investments
New York
$17.5M 1,505,970 +659,818 +78%
WRF
16
Waddell & Reed Financial
Kansas
$17.4M 1,502,580 +420,400 +39%
KCM
17
Kornitzer Capital Management
Kansas
$17.1M 1,473,600 +252,926 +21%
Northern Trust
18
Northern Trust
Illinois
$16.9M 1,460,738 +419,636 +40%
O
19
OppenheimerFunds
New York
$16.6M 1,426,729 -79,661 -5%
RIM
20
Rainier Investment Management
Washington
$15.6M 1,345,260 -1,566,610 -54%
Morgan Stanley
21
Morgan Stanley
New York
$15.4M 1,326,826 +466,541 +54%
TIM
22
Thornburg Investment Management
New Mexico
$15.3M 1,316,154 +93,832 +8%
RVGI
23
RRE Ventures GP III
New York
$14.7M 1,263,789 – –
BlackRock
24
BlackRock
New York
$13.2M 1,141,804 +84,000 +8%
SC
25
Samlyn Capital
New York
$13M 1,121,682 – –
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