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WisdomTree
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Overview Fund Activity

190 hedge funds and large institutions have $1.49B invested in WisdomTree in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 32 closing their positions.

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
84
Reduced
54
Closed
32
Calls
$5.59M
Puts
$27.6M
Net Calls
-$22M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$98.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$243M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$41M
4
TCM
4
TimesSquare Capital Management
New York
$48.6M
5
FCM
5
Frontier Capital Management
Massachusetts
$22M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$11.8M
2
CGM
2
Capital Growth Management
Massachusetts
$0
3
FAM
3
Fred Alger Management
New York
$11.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
FG
5
FSI Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$243M 18,539,086 +3,197,116 +21%
Morgan Stanley
2
Morgan Stanley
New York
$98.5M 7,508,075 +6,089,823 +429%
Vanguard Group
3
Vanguard Group
Pennsylvania
$82.8M 6,313,637 +309,839 +5%
CCM
4
Conatus Capital Management
Connecticut
$61.8M 4,708,283 +1,148,645 +32%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$55.1M 4,202,470 +382,788 +10%
TCM
6
TimesSquare Capital Management
New York
$48.6M 3,707,620 +1,687,020 +83%
RIM
7
RS Investment Management
California
$42M 3,203,738 +1,373,985 +75%
Calamos Advisors
8
Calamos Advisors
Illinois
$41M 3,122,138 +2,990,965 +2,280%
ClearBridge Investments
9
ClearBridge Investments
New York
$38.3M 2,921,962 +821,063 +39%
BIT
10
BlackRock Institutional Trust
California
$38.3M 2,920,216 +114,558 +4%
BA
11
BlackRock Advisors
Delaware
$36.5M 2,779,436 -60,729 -2%
KCM
12
Kornitzer Capital Management
Kansas
$34.1M 2,595,815 +1,022,560 +65%
BFA
13
BlackRock Fund Advisors
California
$33.4M 2,546,099 +52,726 +2%
State Street
14
State Street
Massachusetts
$30.6M 2,331,997 +228,415 +11%
PCM
15
Penn Capital Management
Pennsylvania
$28.9M 2,201,204 +392,538 +22%
HK
16
Horizon Kinetics
New York
$23.9M 1,823,565 -711,211 -28%
FCM
17
Frontier Capital Management
Massachusetts
$22M 1,674,795 +1,674,795 New
SC
18
Samlyn Capital
New York
$21.6M 1,646,319 +381,061 +30%
ACM
19
Apex Capital Management
Ohio
$21.1M 1,608,992 +205,394 +15%
Northern Trust
20
Northern Trust
Illinois
$20M 1,526,220 +99,978 +7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$18.5M 1,408,289 +1,076,322 +324%
O
22
OppenheimerFunds
New York
$16.8M 1,276,929 +429,561 +51%
AII
23
AGF Investments Inc
Ontario, Canada
$15.7M 1,195,958 +382,600 +47%
BlackRock
24
BlackRock
New York
$15.2M 1,158,764 +25,160 +2%
HCM
25
Hodges Capital Management
Texas
$14.3M 1,088,921 +201,071 +23%
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