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 2022 vs. Q3 2022
How the institutions holding WisdomTree, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 157 | 1 | 158 | +2 |
| Shares | 109.2M | 5.06K | 110.9M | +1.71M (+1.6%) |
| Value | $517.7M | $23.7K | $606.6M | +$88.9M (+17.2%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (24)
Institutions that held WisdomTree, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (22)
Institutions that held WisdomTree, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Phase 2 Partners, LLC | 880,529 | $4.12M |
| Healthcare of Ontario Pension Plan Trust Fund | 481,500 | $2.25M |
| Horizon Kinetics Asset Management LLC | 215,282 | $1.01M |
| Gabelli & Co Investment Advisers, Inc. | 108,000 | $505.0K |
| Graham Capital Management, L.P. | 70,062 | $327.0K |
| Globeflex Capital L P | 54,567 | $255.0K |
| Prelude Capital Management, LLC | 52,979 | $248.0K |
| Everence Capital Management Inc | 39,470 | $185.0K |
| Engineers Gate Manager LP | 36,860 | $173.0K |
| ExodusPoint Capital Management, LP | 24,052 | $113.0K |
| Aigen Investment Management, LP | 21,446 | $100.0K |
| Aquatic Capital Management LLC | 20,200 | $95.0K |
| Ensign Peak Advisors, Inc | 15,800 | $74.0K |
| Captrust Financial Advisors | 13,146 | $62.0K |
| Raymond James & Associates | 10,233 | $48.0K |
| Federated Hermes, Inc. | 6,313 | $30.0K |
| Macquarie Group Ltd | 0 | $11.0K |
| Spire Wealth Management | 641 | $3.00K |
| Fifth Third Bancorp | 472 | $2.00K |
| Meeder Asset Management Inc | 32 | $0 |
| Quantbot Technologies LP | 200 | $0 |
| Covestor Ltd | 5 | $0 |
Not filed for Q4 2022 yet (1)
Institutions that held WisdomTree, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 5,062 | $23.7K |