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WisdomTree
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Overview Fund Activity

204 hedge funds and large institutions have $1.77B invested in WisdomTree in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-17
Holders Change %
-7.69%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
84
Reduced
65
Closed
41
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$10.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$121M
2
TCM
TimesSquare Capital Management
New York
+$27.1M
3
FAM
Fred Alger Management
New York
+$26.2M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$18M
5
Millennium Management
Millennium Management
New York
+$17.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.6M
3
FCM
Frontier Capital Management
Massachusetts
-$23.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.6M
5
HCM
Hodges Capital Management
Texas
-$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCK
1
Clarity Capital KCPS
Israel
$530M +$530M +11,816,585 New
BlackRock
2
BlackRock
New York
$122M +$121M +13,346,857 +25,214%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$112M -$58.1M -6,401,575 -34%
Vanguard Group
4
Vanguard Group
Pennsylvania
$94.3M +$12.6M +1,392,507 +15%
ACH
5
ArrowMark Colorado Holdings
Colorado
$67.7M +$18M +1,982,382 +36%
TCM
6
TimesSquare Capital Management
New York
$67M +$27.1M +2,987,215 +68%
Morgan Stanley
7
Morgan Stanley
New York
$62.9M +$3.93M +432,552 +7%
FAM
8
Fred Alger Management
New York
$60.1M +$26.2M +2,880,088 +77%
ClearBridge Investments
9
ClearBridge Investments
New York
$43.6M +$14.6M +1,602,505 +50%
JHIU
10
Janus Henderson Investors US
Colorado
$37.4M -$118K -12,986 -0.3%
JSP
11
Jackson Square Partners
California
$35.9M +$483K +53,202 +1%
Capital World Investors
12
Capital World Investors
California
$27.7M – – –
State Street
13
State Street
Massachusetts
$26.3M -$6.17M -679,087 -19%
Invesco
14
Invesco
Georgia
$26M +$1.38M +151,463 +6%
AAM
15
Aberdeen Asset Management
United Kingdom
$24.9M +$3.93M +432,611 +19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$22.8M -$411K -45,226 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$19.9M +$16.5M +1,819,837 +493%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$19.4M +$3.38M +372,427 +21%
TIM
19
Thornburg Investment Management
New Mexico
$19.3M -$4.62M -509,138 -19%
Millennium Management
20
Millennium Management
New York
$19M +$17.9M +1,976,684 +1,733%
SAMH
21
Shanda Asset Management Holdings
British Virgin Islands
$16.7M +$5.45M +600,000 +48%
HCM
22
Hodges Capital Management
Texas
$16.3M -$8.43M -928,154 -34%
Macquarie Group
23
Macquarie Group
Australia
$15.2M +$510K +56,182 +3%
PFMOSF
24
Philadelphia Financial Management of San Francisco
California
$14.5M +$14.5M +1,598,713 New
Northern Trust
25
Northern Trust
Illinois
$13.9M -$3.1M -341,878 -18%
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