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 2023 vs. Q3 2023
How the institutions holding WisdomTree, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 179 | 195 | +16 |
| Shares | 106.9M | 114.3M | +7.34M (+6.9%) |
| Value | $748.8M | $792.0M | +$43.3M (+5.8%) |
New holders (35)
Institutions that held WisdomTree, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (19)
Institutions that held WisdomTree, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Lord, Abbett & Co. LLC | 650,000 | $4.55M |
| Nicholas Investment Partners, LP | 433,141 | $3.03M |
| Interval Partners, LP | 305,648 | $2.14M |
| Healthcare of Ontario Pension Plan Trust Fund | 245,800 | $1.72M |
| Essex Investment Management Co LLC | 201,992 | $1.41M |
| PDT Partners, LLC | 121,770 | $852.4K |
| Schonfeld Strategic Advisors LLC | 106,261 | $743.8K |
| Wakefield Asset Management LLLP | 105,099 | $735.7K |
| STRS Ohio | 98,000 | $686.0K |
| Legato Capital Management LLC | 56,357 | $394.5K |
| Prelude Capital Management, LLC | 34,494 | $241.5K |
| Keebeck Alpha, LP | 34,494 | $241.5K |
| Walleye Capital LLC | 32,015 | $224.1K |
| Mackenzie Financial Corp | 23,120 | $156.1K |
| Teza Capital Management LLC | 14,395 | $100.8K |
| Omers Administration Corp | 10,100 | $70.7K |
| NBC Securities, Inc. | 400 | $2.00K |
| National Bank of Canada | 150 | $1.04K |
| Avion Wealth | 70 | $0 |