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, Q4 2023
Institutional positions in WisdomTree, Inc. as of Dec 31, 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
- 195
- +16 vs. Q3 2023
- Shares held
- 114.3M
- +7.34M (+6.9%) vs. Q3 2023
- Total value
- $792.0M
- +$43.3M (+5.8%) vs. Q3 2023
- New holders
- 35
- 64 more added
- Sold out
- 19
- 64 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PDT Partners, LLC | 0 | $0 | 0.00% | −121,770−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −106,261−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −105,099−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −56,357−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −34,494−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −34,494−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −32,015−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −23,120−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −70−100.0% | Sold out |