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WisdomTree
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Overview Fund Activity

168 hedge funds and large institutions have $556M invested in WisdomTree in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
68
Reduced
50
Closed
20
Calls
$20.4M
Puts
$15.7M
Net Calls
+$4.68M
Net Calls Change
+$22.5M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$9.84M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$6.61M
3
BlackRock
BlackRock
New York
+$5.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.95M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$2.93M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.35M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$6.04M
3
ACL
Azora Capital LP
Florida
-$6.02M
4
TCM
TimesSquare Capital Management
New York
-$5.82M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$94.9M +$5.9M +1,219,392 +7%
ACH
2
ArrowMark Colorado Holdings
Colorado
$79.5M +$9.84M +2,033,925 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.2M +$6.61M +1,366,044 +11%
FAM
4
Fred Alger Management
New York
$45.6M +$145K +30,008 +0.3%
ClearBridge Investments
5
ClearBridge Investments
New York
$28.3M -$16K -3,395 -0.1%
TCM
6
TimesSquare Capital Management
New York
$25.5M -$5.82M -1,202,800 -19%
State Street
7
State Street
Massachusetts
$19.1M +$974K +201,302 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$17.2M +$874K +180,552 +5%
Millennium Management
9
Millennium Management
New York
$15.7M +$2.26M +466,434 +17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.3M -$2.4M -495,048 -14%
Renaissance Technologies
11
Renaissance Technologies
New York
$14M +$2.95M +609,287 +27%
WMSA
12
Weiss Multi-Strategy Advisers
New York
$11.4M +$2.93M +605,144 +35%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$10.1M +$3.08K +636 +0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.29M +$87.6K +18,108 +1%
Northern Trust
15
Northern Trust
Illinois
$8.08M -$12.7K -2,632 -0.2%
Citadel Advisors
16
Citadel Advisors
Florida
$6.84M -$79.7K -16,466 -1%
Morgan Stanley
17
Morgan Stanley
New York
$6.22M +$2.17M +449,071 +54%
Charles Schwab
18
Charles Schwab
California
$5.97M +$789K +163,041 +15%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$5.12M +$1.71M +352,835 +50%
Fisher Asset Management
20
Fisher Asset Management
Washington
$4.75M – – –
Principal Financial Group
21
Principal Financial Group
Iowa
$4.51M +$10.9K +2,250 +0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.35M -$1.16M -240,591 -26%
Ameriprise
23
Ameriprise
Minnesota
$2.89M -$85.4K -17,645 -3%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$2.47M -$8.18K -1,690 -0.3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.35M +$436K +90,121 +23%
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