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WisdomTree
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Overview Fund Activity

191 hedge funds and large institutions have $1.64B invested in WisdomTree in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
191
Holders Change
+37
Holders Change %
+24.03%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
65
Reduced
57
Closed
16
Calls
$9.52M
Puts
$33.2M
Net Calls
-$23.7M
Net Calls Change
-$26M

Top Buyers

1
CCM
1
Conatus Capital Management
Connecticut
$63M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$67.6M
3
ACM
3
Apex Capital Management
Ohio
$24.9M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$61.6M
5
FAM
5
Fred Alger Management
New York
$34.8M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$35.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$272M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$2.32M
4
RIM
4
RS Investment Management
California
$32.4M
5
RIM
5
Rainier Investment Management
Washington
$8.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$272M 15,341,970 -2,579,930 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M 6,003,798 +618,216 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.6M 3,819,682 +2,070,900 +118%
CCM
4
Conatus Capital Management
Connecticut
$63M 3,559,638 +3,559,638 New
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$61.6M 3,478,630 +1,170,664 +51%
BA
6
BlackRock Advisors
Delaware
$50.3M 2,840,165 -81,128 -3%
BIT
7
BlackRock Institutional Trust
California
$49.7M 2,805,658 +257,278 +10%
HK
8
Horizon Kinetics
New York
$44.9M 2,534,776 -126,903 -5%
BFA
9
BlackRock Fund Advisors
California
$44.2M 2,493,373 -118,865 -5%
State Street
10
State Street
Massachusetts
$37.3M 2,103,582 +47,909 +2%
ClearBridge Investments
11
ClearBridge Investments
New York
$37.2M 2,100,899 +594,929 +40%
TCM
12
TimesSquare Capital Management
New York
$35.8M 2,020,600 -2,712,800 -57%
FAM
13
Fred Alger Management
New York
$34.8M 1,967,534 +1,118,306 +132%
RIM
14
RS Investment Management
California
$32.4M 1,829,753 -1,422,640 -44%
PCM
15
Penn Capital Management
Pennsylvania
$32M 1,808,666 -570,733 -24%
WRF
16
Waddell & Reed Financial
Kansas
$28.9M 1,631,580 +129,000 +9%
KCM
17
Kornitzer Capital Management
Kansas
$27.9M 1,573,255 +99,655 +7%
Northern Trust
18
Northern Trust
Illinois
$25.3M 1,426,242 -34,496 -2%
Morgan Stanley
19
Morgan Stanley
New York
$25.1M 1,418,252 +91,426 +7%
ACM
20
Apex Capital Management
Ohio
$24.9M 1,403,598 +1,403,598 New
SC
21
Samlyn Capital
New York
$22.4M 1,265,258 +143,576 +13%
TI
22
Turner Investments
Pennsylvania
$21.6M 1,217,229 +318,269 +35%
BlackRock
23
BlackRock
New York
$20.1M 1,133,604 -8,200 -0.7%
JHIU
24
Janus Henderson Investors US
Colorado
$18.7M 1,057,544 -608,600 -37%
CGM
25
Capital Growth Management
Massachusetts
$17.7M 1,000,000 – –
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