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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, Q3 2023

Institutional positions in WisdomTree, Inc. as of Sep 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
179
−2 vs. Q2 2023
Shares held
106.9M
+1.81M (+1.7%) vs. Q2 2023
Total value
$748.8M
+$28.4M (+3.9%) vs. Q2 2023
New holders
24
57 more added
Sold out
26
68 more reduced

Compare with Q2 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 holdersQ3 2023: 179 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 2023: $748.8M
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 2023

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2023.

Institutions holding WT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth of Pennsylvania Public School Empls Retrmt Sys76,380$534.7K0.00%−51,849−40.4%Reduced
Deutsche Bank AG82,121$574.8K0.00%−72,674−46.9%Reduced
Allianz Asset Management GmbH83,100$581.7K0.00%00.0%Unchanged
State of Wisconsin Investment Board83,351$583.5K0.00%+48,198+137.1%Added
Norges Bank87,466$612.3K0.00%00.0%Unchanged
Teacher Retirement System of Texas88,485$619.0K0.00%+88,485New
Bank of America Corp90,140$631.0K0.00%+59,959+198.7%Added
Exchange Traded Concepts, LLC92,328$646.3K0.02%+92,328New
Texas Permanent School Fund97,029$679.2K0.01%−2,853−2.9%Reduced
STRS Ohio98,000$686.0K0.00%−2,600−2.6%Reduced
Susquehanna International Group, LLP100,687$704.8K0.00%+54,066+116.0%Added
Engineers Gate Manager LP102,873$720.1K0.03%−55,562−35.1%Reduced
American Century Companies Inc102,935$720.5K0.00%+21,285+26.1%Added
Thrivent Financial for Lutherans104,513$732.0K0.00%−4,007−3.7%Reduced
Wakefield Asset Management LLLP105,099$735.7K0.33%−4,502−4.1%Reduced
Schonfeld Strategic Advisors LLC106,261$743.8K0.01%−124,713−54.0%Reduced
Great West Life Assurance Co106,502$745.0K0.00%−2,308−2.1%Reduced
SRN Advisors, LLC106,823$747.8K0.74%−193,882−64.5%Reduced
Fisher Asset Management, LLC111,632$781.4K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA116,573$816.0K0.00%+51,092+78.0%Added
AQR Capital Management LLC117,421$821.9K0.00%+101,007+615.4%Added
New York State Common Retirement Fund119,277$834.9K0.00%+36,434+44.0%Added
PDT Partners, LLC121,770$852.4K0.11%+6,557+5.7%Added
Quinn Opportunity Partners LLC128,226$897.6K0.12%−19,000−12.9%Reduced
California State Teachers Retirement System129,456$906.2K0.00%−14,991−10.4%Reduced
Prudential Financial Inc136,077$952.5K0.00%−145,560−51.7%Reduced
Wells Fargo & Company138,902$972.3K0.00%−30,019−17.8%Reduced
Public Sector Pension Investment Board141,207$988.4K0.01%−60,151−29.9%Reduced
Advisor Group Holdings, Inc.142,207$995.5K0.00%+26,402+22.8%Added
Alliancebernstein L.P.151,210$1.06M0.00%−490.0%Reduced
M&T Bank Corp157,669$1.10M0.00%−1,248−0.8%Reduced
Voloridge Investment Management, LLC169,163$1.18M0.01%−191,948−53.2%Reduced
Envestnet Asset Management Inc180,047$1.26M0.00%+30,983+20.8%Added
UBS Asset Management Americas Inc189,088$1.32M0.00%+11,849+6.7%Added
Horizon Kinetics Asset Management LLC194,047$1.36M0.03%+1,230+0.6%Added
Essex Investment Management Co LLC201,992$1.41M0.23%+1,388+0.7%Added
New York State Teachers Retirement System207,253$1.45M0.00%−9,960−4.6%Reduced
Two Sigma Advisers, LP208,200$1.46M0.00%−90,400−30.3%Reduced
Price T Rowe Associates Inc224,151$1.57M0.00%+149,509+200.3%Added
Credit Suisse AG238,328$1.67M0.00%−4,393−1.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund245,800$1.72M0.01%−48,800−16.6%Reduced
Swiss National Bank246,100$1.72M0.00%+2,300+0.9%Added
JPMorgan Chase & Co248,764$1.74M0.00%−32,568−11.6%Reduced
FMR LLC256,683$1.80M0.00%+132,732+107.1%Added
Interval Partners, LP305,648$2.14M0.09%+109,332+55.7%Added
Legal & General Group Plc325,249$2.28M0.00%−8,534−2.6%Reduced
Goldman Sachs Group Inc370,802$2.60M0.00%+94,032+34.0%Added
Rhumbline Advisers389,031$2.72M0.00%+1,749+0.5%Added
Voya Investment Management LLC409,333$2.87M0.00%+224,424+121.4%Added
Ameriprise Financial Inc412,929$2.89M0.00%−34,995−7.8%Reduced
Two Sigma Investments, LP419,968$2.94M0.01%−197,195−32.0%Reduced
Nicholas Investment Partners, LP433,141$3.03M0.23%+234,095+117.6%Added
Point72 Europe (London) LLP434,500$3.04M0.41%00.0%Unchanged
Nordea Investment Management AB434,823$3.10M0.00%−8,333−1.9%Reduced
Nuveen Asset Management, LLC512,739$3.59M0.00%+134,277+35.5%Added
Principal Financial Group Inc614,118$4.30M0.00%−35,352−5.4%Reduced
Lord, Abbett & Co. LLC650,000$4.55M0.02%+650,000New
Point72 Asset Management, L.P.794,509$5.56M0.02%−246,481−23.7%Reduced
Millennium Management LLC855,435$5.99M0.01%−996,735−53.8%Reduced
Capital Management Corp859,017$6.01M1.36%−24,725−2.8%Reduced
Phase 2 Partners, LLC905,176$6.34M2.80%−406,273−31.0%Reduced
Invesco Ltd.994,254$6.96M0.00%+104,074+11.7%Added
Charles Schwab Investment Management Inc1,013,058$7.09M0.00%+48,187+5.0%Added
Renaissance Technologies LLC1,137,979$7.97M0.01%−381,744−25.1%Reduced
Bridgewater Associates, LP1,348,952$9.44M0.06%−70,249−4.9%Reduced
Morgan Stanley1,447,743$10.1M0.00%−27,351−1.9%Reduced
Northern Trust Corp1,486,754$10.4M0.00%−6,117−0.4%Reduced
Toroso Investments, LLC1,574,612$11.0M0.34%−52,950−3.3%Reduced
Janus Henderson Group PLC2,103,909$14.7M0.01%+2,054,549+4,162.4%Added
Geode Capital Management, LLC2,510,675$17.6M0.00%+106,767+4.4%Added
Bank of New York Mellon Corp3,322,676$23.3M0.01%+81,040+2.5%Added
Dimensional Fund Advisors LP3,704,200$25.9M0.01%−12,471−0.3%Reduced
Wellington Management Group LLP3,755,888$26.3M0.01%+1,755,080+87.7%Added
Massachusetts Financial Services Co4,962,389$34.7M0.01%+8,420+0.2%Added
State Street Corp5,087,920$35.6M0.00%+445,764+9.6%Added
Azora Capital LP7,525,044$52.7M5.80%+2,618,114+53.4%Added
ArrowMark Colorado Holdings LLC14,289,839$100.0M1.22%−462,842−3.1%Reduced
Vanguard Group Inc14,844,039$103.9M0.00%−116,295−0.8%Reduced
BlackRock Inc.18,135,731$127.0M0.00%+383,959+2.2%Added
Gillson Capital LP0$00.00%−1,110,959−100.0%Sold out
Jacobs Asset Management, LLC0$00.00%−400,000−100.0%Sold out
Lynrock Lake LP0$00.00%−194,818−100.0%Sold out
EAM Investors, LLC0$00.00%−169,818−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−134,287−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−110,344−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−76,102−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−55,156−100.0%Sold out
Quadrature Capital Ltd0$00.00%−52,634−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−47,037−100.0%Sold out
Walleye Trading LLC0$00.00%−33,939−100.0%Sold out
MQS Management LLC0$00.00%−31,141−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−27,643−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−21,846−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−21,307−100.0%Sold out
Verition Fund Management LLC0$00.00%−15,240−100.0%Sold out
Blair William & Co0$00.00%−13,000−100.0%Sold out
Quantamental Technologies LLC0$00.00%−12,759−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−11,025−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−10,600−100.0%Sold out
Aigen Investment Management, LP0$00.00%−10,180−100.0%Sold out