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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, Q2 2023

Institutional positions in WisdomTree, Inc. as of Jun 30, 2023. 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
181
+33 vs. Q1 2023
Shares held
105.1M
−2.78M (−2.6%) vs. Q1 2023
Total value
$720.3M
+$88.0M (+13.9%) vs. Q1 2023
New holders
46
61 more added
Sold out
13
48 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 181 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 heldQ2 2023: $720.3M
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, Q2 2023

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2023.

Institutions holding WT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Qube Research & Technologies Ltd47,037$322.7K0.00%+47,037New
Susquehanna International Group, LLP46,621$319.8K0.00%−54,969−54.1%Reduced
Maryland State Retirement & Pension System44,842$307.6K0.01%00.0%Unchanged
State of Wyoming39,144$268.5K0.08%+8,003+25.7%Added
HSBC Holdings PLC38,274$264.2K0.00%+2,161+6.0%Added
State of Tennessee, Treasury Department37,840$259.6K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky36,163$248.0K0.00%+1,957+5.7%Added
Kennedy Capital Management, Inc.35,954$246.6K0.01%+35,954New
Oregon Public Employees Retirement Fund35,356$242.5K0.00%−1,505−4.1%Reduced
State of Wisconsin Investment Board35,153$241.2K0.00%+21,305+153.8%Added
Alberta Investment Management Corp34,634$237.6K0.00%+34,634New
Walleye Trading LLC33,939$232.8K0.01%−4,759−12.3%Reduced
Arizona State Retirement System31,453$215.8K0.00%−387−1.2%Reduced
MQS Management LLC31,141$213.6K0.15%+31,141New
Zurcher Kantonalbank (Zurich Cantonalbank)30,451$208.9K0.00%+10,011+49.0%Added
Bank of America Corp30,181$207.0K0.00%−32,456−51.8%Reduced
Public Employees Retirement Association of Colorado29,225$200.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP27,643$190.0K0.00%−56,218−67.0%Reduced
SMH Capital Advisors Inc27,496$189.0K0.41%−391−1.4%Reduced
Cetera Advisor Networks LLC27,429$188.2K0.00%−2,085−7.1%Reduced
Legato Capital Management LLC26,436$181.4K0.02%+26,436New
Levin Capital Strategies, L.P.26,000$178.4K0.02%00.0%Unchanged
Mutual of America Capital Management LLC22,156$152.0K0.00%−775−3.4%Reduced
Graham Capital Management, L.P.21,846$149.9K0.01%−3,548−14.0%Reduced
Y-Intercept (Hong Kong) Ltd21,307$146.2K0.02%+21,307New
Everence Capital Management Inc21,350$145.0K0.01%00.0%Unchanged
ProShare Advisors LLC20,921$143.5K0.00%+1,849+9.7%Added
Victory Capital Management Inc18,983$130.2K0.00%−282−1.5%Reduced
HighTower Advisors, LLC18,146$125.0K0.00%+5,645+45.2%Added
Steward Partners Investment Advisory, LLC18,000$123.5K0.00%−3,000−14.3%Reduced
AQR Capital Management LLC16,414$112.6K0.00%+16,414New
Teza Capital Management LLC15,336$105.2K0.02%+15,336New
Bank of Montreal15,069$105.2K0.00%−6,757−31.0%Reduced
Verition Fund Management LLC15,240$104.5K0.00%+15,240New
Amundi14,518$99.0K0.00%−636−4.2%Reduced
Blair William & Co13,000$89.2K0.00%+13,000New
Jane Street Group, LLC12,949$88.8K0.00%+12,949New
Quantamental Technologies LLC12,759$87.5K0.04%+12,759New
Captrust Financial Advisors12,680$87.0K0.00%−220−1.7%Reduced
Jump Financial, LLC12,450$85.4K0.00%−23,450−65.3%Reduced
Corton Capital Inc.12,078$82.9K0.04%+12,078New
Royal Bank of Canada11,668$81.0K0.00%+1,736+17.5%Added
Ameritas Investment Partners, Inc.11,656$80.0K0.00%00.0%Unchanged
Two Sigma Securities, LLC11,025$75.6K0.01%+11,025New
Aquatic Capital Management LLC10,600$73.0K0.00%+10,600New
Impact Partnership Wealth, LLC10,263$70.4K0.02%+10,263New
Aigen Investment Management, LP10,180$69.8K0.01%−7,732−43.2%Reduced
Vantage Consulting Group Inc10,018$68.7K0.04%−4,462−30.8%Reduced
Syntax Advisors, LLC10,018$68.7K0.06%−4,462−30.8%Reduced
The PNC Financial Services Group, Inc.9,692$66.5K0.00%+251+2.7%Added
KBC Group NV9,070$62.0K0.00%00.0%Unchanged
Group One Trading, L.P.8,375$57.5K0.00%+8,375New
Metropolitan Life Insurance Co7,383$50.6K0.00%00.0%Unchanged
Point72 Middle East FZE7,188$49.3K0.00%+7,188New
Coppell Advisory Solutions LLC6,775$47.4K0.01%+6,775New
Tower Research Capital LLC (TRC)5,883$40.4K0.00%−2,583−30.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,706$39.1K0.00%+4+0.1%Added
Castleview Partners, LLC5,390$37.0K0.03%+5,390New
Quantbot Technologies LP4,975$34.1K0.00%+4,975New
First Horizon Advisors, Inc.3,841$26.3K0.00%+1,123+41.3%Added
Versant Capital Management, Inc2,102$14.4K0.00%00.0%Unchanged
Whittier Trust Co1,631$11.2K0.00%00.0%Unchanged
Macroview Investment Management LLC1,611$11.1K0.02%+1,611New
HM Payson & Co1,500$10.3K0.00%00.0%Unchanged
Russell Investments Group, Ltd.1,063$7.29K0.00%+241+29.3%Added
Parkside Financial Bank & Trust714$4.90K0.00%00.0%Unchanged
Adirondack Trust Co600$4.18K0.00%00.0%Unchanged
Quadrant Capital Group LLC607$4.17K0.00%−649−51.7%Reduced
Venturi Wealth Management, LLC480$3.29K0.00%00.0%Unchanged
CWM, LLC380$3.00K0.00%+1+0.3%Added
North Star Investment Management Corp.313$2.15K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC150$1.03K0.00%00.0%Unchanged
National Bank of Canada150$1.03K0.00%−1,565−91.3%Reduced
Bessemer Group Inc176$1.00K0.00%+176New
Farmers & Merchants Investments Inc90$6170.00%00.0%Unchanged
Allianz Asset Management GmbH83,100$5700.00%+83,100New
Farther Finance Advisors, LLC71$4870.00%00.0%Unchanged
Abound Wealth Management66$4530.00%+66New
Huntington National Bank1$690.00%00.0%Unchanged
Lazard Asset Management LLC56$00.00%00.0%Unchanged
Covestor Ltd19$00.00%+14+280.0%Added
Balyasny Asset Management LLC0$00.00%−801,758−100.0%Sold out
SG Americas Securities, LLC0$00.00%−66,339−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−34,647−100.0%Sold out
Centiva Capital, LP0$00.00%−22,457−100.0%Sold out
Winton Group Ltd0$00.00%−20,216−100.0%Sold out
Versor Investments LP0$00.00%−16,000−100.0%Sold out
HRT Financial LP0$00.00%−13,853−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−12,222−100.0%Sold out
Raymond James & Associates0$00.00%−11,777−100.0%Sold out
XTX Topco Ltd0$00.00%−10,973−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−943−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−81−100.0%Sold out
Cerity Partners LLC0$00.00%−310−100.0%Sold out