WisdomTree
199 hedge funds and large institutions have $2.35B invested in WisdomTree in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 25 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
18% more capital inflows, than outflows
Capital inflows: $235M | Capital outflows: $200M
4% more funds holding
Funds holding: 192 → 199 (+7)
0.37% less ownership
Funds ownership: 80.4% → 80.03% (-0.37%)
18% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 78
77% less call options, than puts
Call options by funds: $26.6M | Put options by funds: $116M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jackson Square Partners
Larkspur,
California
|
+$36.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$30.5M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.1M |
| 5 |
Royce & Associates
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
-$25.6M |
| 2 |
Oxford Asset Management
Oxford,
United Kingdom
|
-$18M |
| 3 |
Putnam Investments
Boston,
Massachusetts
|
-$17.4M |
| 4 |
Hodges Capital Management
Dallas,
Texas
|
-$13.6M |
| 5 |
RS Investment Management
San Francisco,
California
|
-$8.83M |
WT Hedge Fund Activity: Q1 2015 in Review
199 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2015, worth a combined $2.35B — up 38% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new WT positions and 25 closed out — a net gain of 10 holders — while 64 added to existing stakes and 78 trimmed.
The largest buyer was Jackson Square Partners, adding an estimated $36.2M. The largest seller was Calamos Advisors, cutting an estimated $25.6M.
- 199 institutional investors held WisdomTree (WT) as of Q1 2015, up from 192 in Q4 2014.
- Funds reported $2.35B of WisdomTree stock for Q1 2015, up 38% quarter-over-quarter.
- 35 funds opened new WisdomTree positions in Q1 2015 and 25 closed out, a net change of +10 holders.
- The largest WisdomTree buyer in Q1 2015 was Jackson Square Partners, an estimated $36.2M added.
- The largest WisdomTree seller in Q1 2015 was Calamos Advisors, an estimated $25.6M sold.
Based on aggregated 13F filings for Q1 2015.