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WisdomTree
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Overview Fund Activity

199 hedge funds and large institutions have $994M invested in WisdomTree in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-12
Holders Change %
-5.69%
% of All Funds
4.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
67
Reduced
65
Closed
33
Calls
$12.2M
Puts
$15.1M
Net Calls
-$2.95M
Net Calls Change
-$15.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$22.6M
2
BlackRock
BlackRock
New York
+$14.9M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$12.3M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$10M
5
ClearBridge Investments
ClearBridge Investments
New York
+$8.81M

Top Sellers

1
FAM
Fred Alger Management
New York
-$39.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$14M
3
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$8.65M
4
Deutsche Bank
Deutsche Bank
Germany
-$7.1M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$138M +$14.9M +1,641,879 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$8.63M +950,226 +8%
TCM
3
TimesSquare Capital Management
New York
$83.4M +$4.46M +491,485 +6%
ACH
4
ArrowMark Colorado Holdings
Colorado
$79.5M +$2.11M +231,883 +3%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$53.1M +$12.3M +1,352,345 +30%
ClearBridge Investments
6
ClearBridge Investments
New York
$52.9M +$8.81M +969,819 +20%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$38.8M -$1.45M -159,288 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$31.7M +$7.98M +878,486 +34%
State Street
9
State Street
Massachusetts
$29.8M +$385K +42,360 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$29.3M +$764K +84,136 +3%
Invesco
11
Invesco
Georgia
$22.8M -$23.6K -2,597 -0.1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$22.7M -$4.97M -547,824 -18%
Victory Capital Management
13
Victory Capital Management
Texas
$22.6M +$22.6M +2,493,175 New
Morgan Stanley
14
Morgan Stanley
New York
$16.5M -$4.01M -442,067 -20%
Northern Trust
15
Northern Trust
Illinois
$14.9M +$530K +58,327 +4%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$14.8M +$1.55M +170,833 +12%
FAM
17
Fred Alger Management
New York
$13.5M -$39.2M -4,313,394 -74%
GIP
18
Granite Investment Partners
California
$13.2M +$65.5K +7,216 +0.5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.6M -$105K -11,614 -0.8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$10.9M +$1.4M +153,853 +15%
PFMOSF
21
Philadelphia Financial Management of San Francisco
California
$10M +$10M +1,103,359 New
Fisher Asset Management
22
Fisher Asset Management
Washington
$9.79M – – –
Principal Financial Group
23
Principal Financial Group
Iowa
$8.35M +$190K +20,879 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$8M +$1.33M +146,255 +20%
Goldman Sachs
25
Goldman Sachs
New York
$7M -$6.14M -676,266 -47%
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