WisdomTree Investments Inc (NASDAQ:WETF)

11.38
Data as of Sep 30
 -0.22 / -1.90%
Today’s Change
9.11
Today|||52-Week Range
18.50
-35.74%
Year-to-Date
Institutional investors purchased a net $4.5 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 83.22% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
Mutual fund holders43.28%
Other institutional39.95%
Individual stakeholders20.17%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

7/31/2014CREDIT SUISSE AG  Bought 1.0 Thousand shares of WisdomTree Investments In...
7/31/2014FIL GESTION SASU  Bought 140.00 shares of WisdomTree Investments In...
7/31/2014MORGAN STANLEY ASIA LTD. (INVEST...  Sold 5.1 Thousand shares of WisdomTree Investments In...

Top 10 Owners of WisdomTree Investments Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wellington Management Co. LLP13.99%18,647,394220,598,671+108,308+0.58%
Morgan Stanley Investment Managem...5.19%6,919,79381,861,151+915,809+15.25%
The Vanguard Group, Inc.4.78%6,374,19475,406,715+60,557+0.96%
BlackRock Fund Advisors4.04%5,379,75863,642,537-86,557-1.58%
Calamos Advisors LLC3.89%5,181,72561,299,807+2,006,982+63.22%
TimesSquare Capital Management LL...3.70%4,929,54058,316,458+1,221,920+32.96%
BlackRock Advisors LLC3.08%4,104,26148,553,408+166,061+4.22%
Kornitzer Capital Management, Inc...2.71%3,605,86542,657,383+1,010,050+38.91%
ClearBridge Investments LLC2.18%2,902,88334,341,106-19,079-0.65%
PENN Capital Management Co., Inc.2.09%2,782,71932,919,566+581,515+26.42%

Top 10 Mutual Funds Holding WisdomTree Investments Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Morgan Stanley Instl. Fund-Small ...3.68%4,904,32358,018,14100.00%
Buffalo Small Cap Fund2.30%3,060,97536,211,334+713,560+30.40%
Calamos Growth Fund2.25%2,995,88535,441,320-613,115-16.99%
ClearBridge Small Cap Growth Fund1.88%2,509,29029,684,90100.00%
Vanguard Explorer Fund1.85%2,460,88429,112,258+232,800+10.45%
Vanguard Small Cap Index Fund1.39%1,848,29021,865,271+6,573+0.36%
BlackRock US Opportunities Portfo...1.34%1,790,12721,177,20200.00%
Vanguard Total Stock Market Index...1.27%1,697,29620,079,012+36,302+2.19%
iShares Russell 2000 ETF1.15%1,537,96218,194,090+6,188+0.40%
Thornburg Core Growth Fund1.00%1,332,39415,762,221+83,340+6.67%

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