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Livermore
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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
Metropolitan Life Insurance Co28,777$163.2K0.00%−7,750−21.2%Reduced
Envestnet Asset Management Inc25,638$145.0K0.00%+9,437+58.2%Added
Occudo Quantitative Strategies LP24,800$141.0K0.02%+7,890+46.7%Added
Paloma Partners Management Co24,361$138.0K0.01%−29,868−55.1%Reduced
Susquehanna Fundamental Investments, LLC23,528$133.0K0.00%−50,423−68.2%Reduced
Tower Research Capital LLC (TRC)22,523$128.0K0.00%−4,576−16.9%Reduced
AQR Capital Management LLC20,897$118.0K0.00%00.0%Unchanged
Trexquant Investment LP20,397$116.0K0.01%−29,341−59.0%Reduced
ProShare Advisors LLC20,066$114.0K0.00%−19,003−48.6%Reduced
XTX Topco Ltd19,706$112.0K0.04%−7,103−26.5%Reduced
Bridgefront Capital, LLC18,995$108.0K0.11%−4,457−19.0%Reduced
SMH Capital Advisors Inc19,091$108.0K0.20%−233−1.2%Reduced
Quantbot Technologies LP19,000$107.0K0.01%−1,000−5.0%Reduced
Susquehanna International Group, LLP18,715$106.0K0.00%−156,863−89.3%Reduced
Teacher Retirement System of Texas18,108$103.0K0.00%+1,942+12.0%Added
Advisor Group Holdings, Inc.17,662$101.0K0.00%+7,258+69.8%Added
Engineers Gate Manager LP17,500$99.0K0.01%−3,100−15.0%Reduced
Algert Global LLC17,067$97.0K0.01%+17,067New
Zurcher Kantonalbank (Zurich Cantonalbank)16,582$94.0K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC16,335$93.0K0.00%+1,783+12.3%Added
UBS Group AG16,069$91.0K0.00%−3,724−18.8%Reduced
Ensign Peak Advisors, Inc15,800$90.0K0.00%00.0%Unchanged
Truvvo Partners LLC14,861$84.0K0.06%00.0%Unchanged
Mutual of America Capital Management LLC14,513$82.0K0.00%−1,437−9.0%Reduced
Vantage Consulting Group Inc14,540$82.0K0.02%+1,311+9.9%Added
Campbell & CO Investment Adviser LLC14,000$79.0K0.03%+300+2.2%Added
Raymond James & Associates13,947$79.0K0.00%+342+2.5%Added
Point72 Hong Kong Ltd13,731$78.0K0.01%+3,447+33.5%Added
Profund Advisors LLC11,944$68.0K0.00%−2,840−19.2%Reduced
Wolverine Trading, LLC11,496$67.0K0.00%+11,496New
Ameritas Investment Partners, Inc.11,656$66.0K0.00%00.0%Unchanged
Whittier Trust Co11,642$66.0K0.00%+747+6.9%Added
Janus Henderson Group PLC11,371$65.0K0.00%+11,371New
Aigen Investment Management, LP11,193$63.0K0.01%+11,193New
Crossmark Global Holdings, Inc.10,590$60.0K0.00%00.0%Unchanged
CIBC Asset Management Inc10,624$60.0K0.00%+127+1.2%Added
Qube Research & Technologies Ltd10,360$59.0K0.00%−67,866−86.8%Reduced
Veriti Management LLC10,340$59.0K0.01%+10,340New
Kestra Private Wealth Services, LLC10,009$57.0K0.00%+50.0%Added
Captrust Financial Advisors9,922$56.0K0.00%−3,640−26.8%Reduced
The PNC Financial Services Group, Inc.9,768$55.0K0.00%+260+2.7%Added
Public Employees Retirement System of Ohio9,136$52.0K0.00%−159−1.7%Reduced
Walleye Trading LLC7,659$43.0K0.00%−7,037−47.9%Reduced
HM Payson & Co6,100$35.0K0.00%−2,000−24.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,673$32.0K0.00%+5+0.1%Added
American Portfolios Advisors5,515$31.3K0.00%+19+0.3%Added
Sutton Wealth Advisors Inc.5,510$31.2K0.01%00.0%Unchanged
Spire Wealth Management4,174$24.0K0.00%−157−3.6%Reduced
Institutional & Family Asset Management, LLC3,000$17.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc2,958$17.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC2,923$17.0K0.00%+1,976+208.7%Added
Versant Capital Management, Inc2,471$14.0K0.00%−104−4.0%Reduced
Macquarie Group Ltd2,399$14.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.1,584$9.00K0.00%+348+28.2%Added
Cutler Group LP1,205$6.00K0.00%−4,141−77.5%Reduced
NEXT Financial Group, Inc1,012$6.00K0.00%00.0%Unchanged
Adirondack Trust Co600$4.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust733$4.00K0.00%+19+2.7%Added
Sageworth Trust Co480$3.00K0.00%00.0%Unchanged
North Star Investment Management Corp.313$2.00K0.00%00.0%Unchanged
FMR LLC103$1.00K0.00%+46+80.7%Added
Berman Capital Advisors, LLC339$1.00K0.00%+208+158.8%Added
Eaton Vance Management6,628$00.00%00.0%Unchanged
Huntington National Bank1$00.00%00.0%Unchanged
Rockefeller Capital Management L.P.100$00.00%00.0%Unchanged
Lake Point Wealth Management75$00.00%00.0%Unchanged
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