WT icon

WisdomTree
WT

Overview Fund Activity

236 hedge funds and large institutions have $2.67B invested in WisdomTree in 2015 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 91 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
236
Holders Change
+37
Holders Change %
+18.59%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
69
Increased
91
Reduced
58
Closed
30
Calls
$41.3M
Puts
$319M
Net Calls
-$278M
Net Calls Change
-$189M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$119M
2
TCM
2
TimesSquare Capital Management
New York
$143M
3
Invesco
3
Invesco
Georgia
$43.6M
4
State Street
4
State Street
Massachusetts
$79M
5
JIM
5
Jupiter Investment Management
United Kingdom
$31.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
Morgan Stanley
2
Morgan Stanley
New York
$167M
3
SC
3
Samlyn Capital
New York
$0
4
KCM
4
Kornitzer Capital Management
Kansas
$85.3M
5
EIM
5
Essex Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$167M 7,616,047 -2,015,333 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M 7,361,881 +566,700 +8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$147M 6,678,275 -5,676,741 -46%
TCM
4
TimesSquare Capital Management
New York
$143M 6,498,085 +2,049,760 +46%
BFA
5
BlackRock Fund Advisors
California
$119M 5,410,845 +2,643,002 +95%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$116M 5,299,743 +161,032 +3%
KCM
7
Kornitzer Capital Management
Kansas
$85.3M 3,882,415 -1,167,900 -23%
State Street
8
State Street
Massachusetts
$79M 3,598,083 +1,591,070 +79%
ClearBridge Investments
9
ClearBridge Investments
New York
$70.9M 3,226,976 -30,227 -0.9%
BIT
10
BlackRock Institutional Trust
California
$69.5M 3,161,830 +344,305 +12%
JSP
11
Jackson Square Partners
California
$65M 2,961,323 -274,402 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$59.2M 2,695,183 +223,816 +9%
RIM
13
RS Investment Management
California
$53.3M 2,426,290 +26,582 +1%
JHIU
14
Janus Henderson Investors US
Colorado
$48.2M 2,195,160 +986,399 +82%
Bank of America
15
Bank of America
North Carolina
$47.2M 2,146,929 +1,039,967 +94%
Macquarie Group
16
Macquarie Group
Australia
$45.3M 2,064,181 -202,285 -9%
ACH
17
ArrowMark Colorado Holdings
Colorado
$43.7M 1,988,687 +226,680 +13%
Invesco
18
Invesco
Georgia
$43.6M 1,983,185 +1,956,100 +7,222%
FCM
19
Frontier Capital Management
Massachusetts
$42.8M 1,948,706 -3,268 -0.2%
Northern Trust
20
Northern Trust
Illinois
$41.4M 1,886,455 +366,003 +24%
WRF
21
Waddell & Reed Financial
Kansas
$41.3M 1,882,500 – –
RA
22
Royce & Associates
New York
$37.5M 1,707,900 -232,000 -12%
FAM
23
Fred Alger Management
New York
$35M 1,592,795 -161,902 -9%
JIM
24
Jupiter Investment Management
United Kingdom
$31.6M 1,437,736 +1,391,651 +3,020%
SIMG
25
Stephens Investment Management Group
Texas
$30.9M 1,406,032 +96,815 +7%
1
2 3 4 5