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.
Q4 2021 vs. Q3 2021
How the institutions holding WisdomTree, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 167 | 1 | 169 | +3 |
| Shares | 103.8M | 339 | 105.0M | +1.18M (+1.1%) |
| Value | $588.7M | $1.00K | $642.4M | +$53.7M (+9.1%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held WisdomTree, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jacobs Asset Management, LLC | 425,000 | $2.60M | 1.18% |
| River & Mercantile Asset Management LLP | 174,400 | $1.07M | 0.08% |
| Atom Investors LP | 155,544 | $952.0K | 0.26% |
| Yousif Capital Management, LLC | 100,024 | $612.0K | 0.01% |
| Alpha Paradigm Partners, LLC | 96,891 | $593.0K | 0.24% |
| Allspring Global Investments Holdings, LLC | 49,707 | $304.0K | 0.00% |
| Natixis | 47,328 | $290.0K | 0.00% |
| Boothbay Fund Management, LLC | 27,359 | $167.0K | 0.01% |
| Dynamic Technology Lab Private Ltd | 25,725 | $157.0K | 0.02% |
| State of Wyoming | 21,689 | $133.0K | 0.06% |
| Jump Financial, LLC | 15,600 | $95.0K | 0.01% |
| Astoria Portfolio Advisors LLC. | 15,000 | $92.0K | 0.07% |
| Syntax Advisors, LLC | 13,039 | $80.0K | 0.06% |
| Graham Capital Management, L.P. | 10,230 | $62.0K | 0.00% |
| Elequin Capital LP | 493 | $3.00K | 0.00% |
| Fifth Third Bancorp | 300 | $2.00K | 0.00% |
| Aquatic Capital Management LLC | 300 | $2.00K | 0.00% |
| Sageworth Trust Co of South Dakota | 367 | $2.00K | 0.00% |
| Benjamin Edwards Inc | 220 | $1.00K | 0.00% |
| CWM, LLC | 229 | $1.00K | 0.00% |
Sold out (17)
Institutions that held WisdomTree, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Marshall Wace, LLP | 320,709 | $1.82M |
| DuPont Capital Management Corp | 92,163 | $523.0K |
| ExodusPoint Capital Management, LP | 73,216 | $415.0K |
| Gsa Capital Partners LLP | 39,825 | $226.0K |
| Arrowstreet Capital, Limited Partnership | 30,200 | $171.0K |
| Susquehanna Fundamental Investments, LLC | 23,528 | $133.0K |
| Engineers Gate Manager LP | 17,500 | $99.0K |
| Truvvo Partners LLC | 14,861 | $84.0K |
| Campbell & CO Investment Adviser LLC | 14,000 | $79.0K |
| Point72 Hong Kong Ltd | 13,731 | $78.0K |
| Aigen Investment Management, LP | 11,193 | $63.0K |
| Veriti Management LLC | 10,340 | $59.0K |
| Kestra Private Wealth Services, LLC | 10,009 | $57.0K |
| Walleye Trading LLC | 7,659 | $43.0K |
| Institutional & Family Asset Management, LLC | 3,000 | $17.0K |
| Cutler Group LP | 1,205 | $6.00K |
| NEXT Financial Group, Inc | 1,012 | $6.00K |
Not filed for Q4 2021 yet (1)
Institutions that held WisdomTree, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Berman Capital Advisors, LLC | 339 | $1.00K |