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WisdomTree
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Overview Fund Activity

192 hedge funds and large institutions have $1.7B invested in WisdomTree in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 85 reducing their positions, and 29 closing their positions.

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
50
Reduced
85
Closed
29
Calls
$13.3M
Puts
$17.8M
Net Calls
-$4.51M
Net Calls Change
+$84.8M

Top Buyers

1
RIM
1
RS Investment Management
California
$45M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$55M
3
FAM
3
Fred Alger Management
New York
$30.5M
4
AII
4
AGF Investments Inc
Ontario, Canada
$25.1M
5
RA
5
Royce & Associates
New York
$20.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$197M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$25M
3
TCM
3
TimesSquare Capital Management
New York
$66.6M
4
Millennium Management
4
Millennium Management
New York
$929K
5
PCM
5
Penn Capital Management
Pennsylvania
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$197M 12,538,653 -6,123,646 -33%
Morgan Stanley
2
Morgan Stanley
New York
$152M 9,711,962 -583,630 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$102M 6,494,269 +84,686 +1%
KCM
4
Kornitzer Capital Management
Kansas
$80.9M 5,158,920 -256,468 -5%
TCM
5
TimesSquare Capital Management
New York
$66.6M 4,246,455 -1,551,375 -27%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$55M 3,505,898 +1,716,072 +96%
ClearBridge Investments
7
ClearBridge Investments
New York
$50.9M 3,247,379 -23,812 -0.7%
RIM
8
RS Investment Management
California
$45M 2,873,021 +2,697,321 +1,535%
BIT
9
BlackRock Institutional Trust
California
$44.4M 2,831,589 -104,041 -4%
BFA
10
BlackRock Fund Advisors
California
$42.9M 2,738,072 +408,009 +18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$35.2M 2,245,725 +333,397 +17%
State Street
12
State Street
Massachusetts
$33.3M 2,123,094 -58,740 -3%
BA
13
BlackRock Advisors
Delaware
$30.9M 1,970,903 -1,196,907 -38%
FCM
14
Frontier Capital Management
Massachusetts
$30.9M 1,969,119 +352,278 +22%
FAM
15
Fred Alger Management
New York
$30.5M 1,948,503 +1,454,979 +295%
WRF
16
Waddell & Reed Financial
Kansas
$29.5M 1,882,500 +571,300 +44%
HCM
17
Hodges Capital Management
Texas
$28.5M 1,817,199 -319,997 -15%
SC
18
Samlyn Capital
New York
$26.4M 1,682,340 -555,774 -25%
AII
19
AGF Investments Inc
Ontario, Canada
$25.1M 1,601,894 +1,107,394 +224%
Calamos Advisors
20
Calamos Advisors
Illinois
$25M 1,592,786 -2,727,227 -63%
PCM
21
Penn Capital Management
Pennsylvania
$24.2M 1,545,916 -1,227,361 -44%
Northern Trust
22
Northern Trust
Illinois
$23.4M 1,493,364 +48,213 +3%
ACH
23
ArrowMark Colorado Holdings
Colorado
$23.4M 1,491,203 -143,389 -9%
RA
24
Royce & Associates
New York
$20.6M 1,312,700 +1,052,300 +404%
HK
25
Horizon Kinetics
New York
$20.5M 1,307,164 -238,101 -15%
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