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WisdomTree
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Overview Fund Activity

211 hedge funds and large institutions have $1.02B invested in WisdomTree in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
77
Reduced
67
Closed
32
Calls
$30.1M
Puts
$17.6M
Net Calls
+$12.5M
Net Calls Change
+$12M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.64M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$6.77M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.18M
4
Deutsche Bank
Deutsche Bank
Germany
+$4.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.03M

Top Sellers

1
JSP
Jackson Square Partners
California
-$41M
2
PI
Putnam Investments
Massachusetts
-$22.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.9M
4
FAM
Fred Alger Management
New York
-$14.6M
5
Macquarie Group
Macquarie Group
Australia
-$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$124M +$695K +75,758 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$900K +98,124 +0.9%
TCM
3
TimesSquare Capital Management
New York
$79.7M +$2.66M +290,423 +3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$78.2M -$76.8K -8,375 -0.1%
FAM
5
Fred Alger Management
New York
$53.2M -$14.6M -1,592,184 -22%
ClearBridge Investments
6
ClearBridge Investments
New York
$44.5M +$83.1K +9,058 +0.2%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$41.2M -$172K -18,746 -0.4%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$40.7M +$6.77M +737,890 +20%
State Street
9
State Street
Massachusetts
$29.7M +$1.07M +116,715 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$28.8M +$6.18M +673,830 +27%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$27.9M -$18.9M -2,066,318 -40%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$23.9M +$3.13M +341,687 +15%
Invesco
13
Invesco
Georgia
$23M +$56.8K +6,197 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$20.7M +$1.35M +147,508 +7%
Northern Trust
15
Northern Trust
Illinois
$14.5M +$269K +29,362 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$14.3M +$1.44M +156,568 +11%
Deutsche Bank
17
Deutsche Bank
Germany
$13.4M +$4.78M +520,962 +55%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$13.4M +$7.64M +833,142 +133%
GIP
19
Granite Investment Partners
California
$13.3M -$318K -34,636 -2%
Goldman Sachs
20
Goldman Sachs
New York
$13.3M +$1.41M +153,415 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$12.9M -$131K -14,322 -1%
Fisher Asset Management
22
Fisher Asset Management
Washington
$9.89M -$373K -40,684 -4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.62M +$200K +21,799 +2%
BCPEM
24
Bain Capital Public Equity Management
Massachusetts
$8.65M -$3.37M -367,022 -28%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.24M +$226K +24,686 +3%
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