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WisdomTree
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Overview Fund Activity

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.

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
64
Reduced
78
Closed
25
Calls
$26.6M
Puts
$116M
Net Calls
-$89M
Net Calls Change
-$84.5M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$69.4M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$110M
3
Macquarie Group
3
Macquarie Group
Australia
$48.6M
4
Bank of America
4
Bank of America
North Carolina
$23.8M
5
RA
5
Royce & Associates
New York
$41.6M

Top Sellers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$4.71M
2
OAM
2
Oxford Asset Management
United Kingdom
$6.11M
3
PI
3
Putnam Investments
Massachusetts
$0
4
HCM
4
Hodges Capital Management
Texas
$23.4M
5
RIM
5
RS Investment Management
California
$51.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$265M 12,355,016 -183,637 -1%
Morgan Stanley
2
Morgan Stanley
New York
$207M 9,631,380 -80,582 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M 6,795,181 +300,912 +5%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$110M 5,138,711 +1,632,813 +47%
KCM
5
Kornitzer Capital Management
Kansas
$108M 5,050,315 -108,605 -2%
TCM
6
TimesSquare Capital Management
New York
$95.5M 4,448,325 +201,870 +5%
ClearBridge Investments
7
ClearBridge Investments
New York
$69.9M 3,257,203 +9,824 +0.3%
JSP
8
Jackson Square Partners
California
$69.4M 3,235,725 +1,939,546 +150%
BIT
9
BlackRock Institutional Trust
California
$60.5M 2,817,525 -14,064 -0.5%
BFA
10
BlackRock Fund Advisors
California
$59.4M 2,767,843 +29,771 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$53M 2,471,367 +225,642 +10%
RIM
12
RS Investment Management
California
$51.5M 2,399,708 -473,313 -16%
Macquarie Group
13
Macquarie Group
Australia
$48.6M 2,266,466 +1,267,371 +127%
State Street
14
State Street
Massachusetts
$43.1M 2,007,013 -116,081 -5%
FCM
15
Frontier Capital Management
Massachusetts
$41.9M 1,951,974 -17,145 -0.9%
RA
16
Royce & Associates
New York
$41.6M 1,939,900 +627,200 +48%
WRF
17
Waddell & Reed Financial
Kansas
$40.4M 1,882,500 – –
ACH
18
ArrowMark Colorado Holdings
Colorado
$37.8M 1,762,007 +270,804 +18%
FAM
19
Fred Alger Management
New York
$37.7M 1,754,697 -193,806 -10%
BA
20
BlackRock Advisors
Delaware
$33.5M 1,559,154 -411,749 -21%
Northern Trust
21
Northern Trust
Illinois
$32.6M 1,520,452 +27,088 +2%
SC
22
Samlyn Capital
New York
$30.6M 1,427,540 -254,800 -15%
AII
23
AGF Investments Inc
Ontario, Canada
$28.2M 1,313,334 -288,560 -18%
SIMG
24
Stephens Investment Management Group
Texas
$28.1M 1,309,217 +311,862 +31%
PCM
25
Penn Capital Management
Pennsylvania
$27M 1,260,269 -285,647 -18%
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