Skip to main content
Livermore
Livermore
ZHEN

WisdomTree, Inc.

WT
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000880631

In the last 90 days, WisdomTree, Inc. insiders filed 0 open-market purchases and 1 sale; 312 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in WisdomTree, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
167
−7 vs. Q2 2021
Shares held
103.8M
−2.58M (−2.4%) vs. Q2 2021
Total value
$588.7M
−$70.8M (−10.7%) vs. Q2 2021
New holders
10
55 more added
Sold out
17
75 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 167 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ3 2021: $588.7M
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2021.

Institutions holding WT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc84,494$480.0K0.00%−4,372−4.9%Reduced
New York State Common Retirement Fund85,076$482.0K0.00%−32,653−27.7%Reduced
Thrivent Financial for Lutherans87,967$499.0K0.00%−3,751−4.1%Reduced
SG Americas Securities, LLC88,168$500.0K0.00%+72,190+451.8%Added
DuPont Capital Management Corp92,163$523.0K0.02%−13,025−12.4%Reduced
Great West Life Assurance Co95,366$545.0K0.00%00.0%Unchanged
Barclays PLC97,566$553.0K0.00%−8,483−8.0%Reduced
Deutsche Bank AG97,717$554.0K0.00%−356,376−78.5%Reduced
Clearbridge Investments, LLC102,607$582.0K0.00%−1,320−1.3%Reduced
Squarepoint Ops LLC112,059$635.0K0.00%+26,817+31.5%Added
BNP Paribas Arbitrage, SA114,251$647.8K0.00%+74,142+184.9%Added
Alliancebernstein L.P.116,440$660.0K0.00%−37,330−24.3%Reduced
Gyon Technologies Capital Management, LP116,845$663.0K0.18%+116,845New
Wells Fargo & Company118,366$671.0K0.00%−63,024−34.7%Reduced
Prudential Financial Inc121,596$689.0K0.00%+362+0.3%Added
UBS Asset Management Americas Inc122,088$692.2K0.00%−20,226−14.2%Reduced
PDT Partners, LLC141,900$805.0K0.06%+3,041+2.2%Added
JPMorgan Chase & Co145,710$826.0K0.00%+40,340+38.3%Added
Cubist Systematic Strategies, LLC165,740$940.0K0.01%−49,285−22.9%Reduced
California State Teachers Retirement System167,271$948.0K0.00%−23,814−12.5%Reduced
Bank of America Corp178,437$1.01M0.00%+48,446+37.3%Added
Quinn Opportunity Partners LLC183,291$1.04M0.07%+183,291New
New York State Teachers Retirement System197,042$1.12M0.00%00.0%Unchanged
Federated Hermes, Inc.202,173$1.15M0.00%+22,460+12.5%Added
HRT Financial LP207,311$1.18M0.01%+125,274+152.7%Added
Comerica Bank204,934$1.22M0.01%+99,116+93.7%Added
Public Sector Pension Investment Board219,902$1.25M0.01%−10,170−4.4%Reduced
Interval Partners, LP238,478$1.35M0.08%+86,159+56.6%Added
Swiss National Bank247,700$1.40M0.00%00.0%Unchanged
Rhumbline Advisers309,245$1.75M0.00%−48,249−13.5%Reduced
Legal & General Group Plc317,790$1.80M0.00%+15,004+5.0%Added
Marshall Wace, LLP320,709$1.82M0.01%+286,833+846.7%Added
Goldman Sachs Group Inc326,661$1.85M0.00%−138,685−29.8%Reduced
Citadel Advisors LLC332,687$1.89M0.00%−8,145−2.4%Reduced
BlueMar Capital Management, LLC412,891$2.34M0.61%+1,582+0.4%Added
Fuller & Thaler Asset Management, Inc.505,425$2.87M0.02%−2,050−0.4%Reduced
Nuveen Asset Management, LLC489,738$2.91M0.00%−62,788−11.4%Reduced
Invesco Ltd.515,268$2.92M0.00%+21,731+4.4%Added
Wellington Management Group LLP545,801$3.09M0.00%+545,801New
Two Sigma Investments, LP556,567$3.16M0.01%+229,165+70.0%Added
Gillson Capital LP628,783$3.56M0.26%−559,106−47.1%Reduced
D. E. Shaw & Co., Inc.636,288$3.61M0.00%+109,364+20.8%Added
Parametric Portfolio Associates LLC704,265$3.99M0.00%−39,996−5.4%Reduced
Schonfeld Strategic Advisors LLC736,300$4.17M0.05%+156,900+27.1%Added
Principal Financial Group Inc766,251$4.34M0.00%−30,851−3.9%Reduced
Two Sigma Advisers, LP785,400$4.45M0.01%+582,100+286.3%Added
Ameriprise Financial Inc830,918$4.71M0.00%−172,970−17.2%Reduced
Millennium Management LLC831,079$4.71M0.01%−853,957−50.7%Reduced
Fisher Asset Management, LLC925,116$5.25M0.00%−41,073−4.3%Reduced
Norges Bank1,100,541$6.24M0.00%−544,795−33.1%Reduced
Charles Schwab Investment Management Inc1,312,014$7.44M0.00%−13,577−1.0%Reduced
Northern Trust Corp1,449,004$8.21M0.00%−81,559−5.3%Reduced
Morgan Stanley1,476,357$8.37M0.00%−224,027−13.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,509,300$8.56M0.02%+253,400+20.2%Added
Renaissance Technologies LLC1,735,879$9.84M0.01%+207,800+13.6%Added
Toroso Investments, LLC1,817,508$10.3M0.39%+54,080+3.1%Added
Capital Management Corp1,931,055$10.9M2.39%+407,525+26.7%Added
Geode Capital Management, LLC2,159,307$12.2M0.00%−32,555−1.5%Reduced
Dimensional Fund Advisors LP2,767,722$15.7M0.01%−565,819−17.0%Reduced
Bank of New York Mellon Corp3,648,258$20.7M0.00%+52,585+1.5%Added
State Street Corp4,357,304$24.7M0.00%+72,449+1.7%Added
Azora Capital LP4,696,984$26.6M3.16%+652,575+16.1%Added
Massachusetts Financial Services Co7,901,214$44.8M0.01%−106,182−1.3%Reduced
Vanguard Group Inc13,473,837$76.4M0.00%−258,668−1.9%Reduced
ArrowMark Colorado Holdings LLC15,739,000$89.2M0.70%−775,927−4.7%Reduced
BlackRock Inc.18,522,590$105.0M0.00%−865,217−4.5%Reduced
IFP Advisors, Inc18––00.0%Unchanged
Diametric Capital, LP0$00.00%−204,774−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−122,745−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−80,683−100.0%Sold out
Santa Monica Partners LP0$00.00%−52,766−100.0%Sold out
Man Group plc0$00.00%−44,287−100.0%Sold out
Caxton Associates LP0$00.00%−38,137−100.0%Sold out
Keebeck Alpha, LP0$00.00%−24,288−100.0%Sold out
GWM Advisors LLC0$00.00%−19,161−100.0%Sold out
Virtu Financial LLC0$00.00%−15,265−100.0%Sold out
Acadian Asset Management LLC0$00.00%−12,975−100.0%Sold out
Jane Street Group, LLC0$00.00%−12,528−100.0%Sold out
Quadrature Capital Ltd0$00.00%−11,224−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−11,072−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−10,097−100.0%Sold out
Wealth Quarterback LLC0$00.00%−355−100.0%Sold out
Advisory Services Network, LLC0$00.00%−200−100.0%Sold out
HC Financial Advisors Inc0$00.00%−20−100.0%Sold out
Cipher Capital LP––––Not filed
CWM, LLC––––Not filed