WisdomTree Investments Inc (NASDAQ:WETF)

Data as of Aug 29
 +0.48 / +4.23%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $4.1 million shares of WETF during the quarter ended June 2014. This may signal that the smart money is gaining interest in this company as the 84.08% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Mutual fund holders43.61%
Other institutional40.47%
Individual stakeholders20.17%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014PUTNAM INVESTMENT MANAGEMENT LLC  Bought 2.4 Million shares of WisdomTree Investments In...
6/30/2014CALAMOS ADVISORS LLC  Bought 2.0 Million shares of WisdomTree Investments In...
6/30/2014LORD, ABBETT & CO. LLC  Bought 1.8 Million shares of WisdomTree Investments In...

Top 10 Owners of WisdomTree Investments Inc

Total value ($)Shares
bought / sold
Wellington Management Co. LLP13.99%18,647,394191,322,262+108,308+0.58%
Morgan Stanley Investment Managem...5.19%6,919,79370,997,076+915,809+15.25%
The Vanguard Group, Inc.4.78%6,374,19465,399,230+60,557+0.96%
BlackRock Fund Advisors4.04%5,379,75855,196,317-86,557-1.58%
Calamos Advisors LLC3.89%5,181,72553,164,499+2,006,982+63.22%
TimesSquare Capital Management LL...3.70%4,929,54050,577,080+1,221,920+32.96%
BlackRock Advisors LLC3.08%4,104,26142,109,718+166,061+4.22%
Kornitzer Capital Management, Inc...2.71%3,605,86536,996,175+1,010,050+38.91%
ClearBridge Investments LLC2.18%2,902,88329,783,580-19,079-0.65%
PENN Capital Management Co., Inc.2.09%2,782,71928,550,697+581,515+26.42%

Top 10 Mutual Funds Holding WisdomTree Investments Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Morgan Stanley Instl. Fund-Small ...3.68%4,904,32350,318,354+98,959+2.06%
Calamos Growth Fund2.71%3,609,00037,028,340+645,000+21.76%
ClearBridge Small Cap Growth Fund1.88%2,509,29025,745,31500.00%
Buffalo Small Cap Fund1.76%2,347,41524,084,478+902,500+62.46%
Vanguard Explorer Fund1.67%2,228,08422,860,14200.00%
Vanguard Small Cap Index Fund1.39%1,848,29018,963,455+6,573+0.36%
BlackRock US Opportunities Portfo...1.34%1,790,12718,366,70300.00%
Vanguard Total Stock Market Index...1.25%1,660,99417,041,798+41,368+2.55%
iShares Russell 2000 ETF1.15%1,531,77415,716,001-60,721-3.81%
Managers AMG TimesSquare Small Ca...0.98%1,300,03413,338,34900.00%

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