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.
Q1 2023 vs. Q4 2022
How the institutions holding WisdomTree, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 158 | 1 | 148 | −9 |
| Shares | 110.9M | 65.7K | 107.9M | −2.96M (−2.7%) |
| Value | $606.6M | $380.0K | $632.3M | +$26.2M (+4.3%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held WisdomTree, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nordea Investment Management AB | 600,715 | $3.48M | 0.01% |
| Phase 2 Partners, LLC | 447,684 | $2.62M | 1.13% |
| Horizon Kinetics Asset Management LLC | 193,311 | $1.13M | 0.02% |
| ExodusPoint Capital Management, LP | 83,861 | $491.0K | 0.01% |
| Engineers Gate Manager LP | 42,350 | $248.2K | 0.01% |
| Jump Financial, LLC | 35,900 | $210.4K | 0.01% |
| Graham Capital Management, L.P. | 25,394 | $148.8K | 0.01% |
| Centiva Capital, LP | 22,457 | $131.6K | 0.01% |
| Everence Capital Management Inc | 21,350 | $125.0K | 0.01% |
| Aigen Investment Management, LP | 17,912 | $105.0K | 0.01% |
| Amundi | 15,154 | $88.8K | 0.00% |
| HRT Financial LP | 13,853 | $81.0K | 0.00% |
| Captrust Financial Advisors | 12,900 | $75.6K | 0.00% |
| Raymond James & Associates | 11,777 | $69.0K | 0.00% |
| XTX Topco Ltd | 10,973 | $64.3K | 0.01% |
| Russell Investments Group, Ltd. | 822 | $4.82K | 0.00% |
| Venturi Wealth Management, LLC | 480 | $2.81K | 0.00% |
| Covestor Ltd | 5 | $0 | 0.00% |
| Cerity Partners LLC | 310 | – | – |
Sold out (28)
Institutions that held WisdomTree, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (1)
Institutions that held WisdomTree, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Comerica Bank | 65,662 | $380.0K |