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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 312 | $2.71B |
| Q1 2026 | 312 | $2.35B |
| Q4 2025 | 288 | $1.93B |
| Q3 2025 | 269 | $2.15B |
| Q2 2025 | 247 | $1.48B |
| Q1 2025 | 256 | $1.15B |
| Q4 2024 | 271 | $1.37B |
| Q3 2024 | 233 | $1.23B |
| Q2 2024 | 224 | $1.16B |
| Q1 2024 | 205 | $1.05B |
| Q4 2023 | 195 | $792.0M |
| Q3 2023 | 179 | $748.8M |
| Q2 2023 | 181 | $720.3M |
| Q1 2023 | 148 | $632.3M |
| Q4 2022 | 158 | $606.6M |
| Q3 2022 | 157 | $517.7M |
| Q2 2022 | 163 | $560.7M |
| Q1 2022 | 176 | $634.9M |
| Q4 2021 | 169 | $642.4M |
| Q3 2021 | 167 | $588.7M |
| Q2 2021 | 176 | $659.7M |
| Q1 2021 | 150 | $659.1M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −10,018−100.0% | Sold out |
| Syntax Advisors, LLC | 0 | $0 | 0.00% | −10,018−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,188−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |