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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.

Q1 2024 vs. Q4 2023

How the institutions holding WisdomTree, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WT: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1951205+11
Shares114.3M54113.8M−475.4K (−0.4%)
Value$792.0M$374$1.05B+$253.3M (+32.0%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held WisdomTree, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WT in Q1 2024
InstitutionSharesValue% of portfolio
Simcoe Capital Management, LLC1,163,720$10.7M1.46%
Macquarie Group Ltd1,117,522$10.3M0.01%
Verition Fund Management LLC485,932$4.47M0.04%
ClariVest Asset Management LLC417,810$3.84M0.40%
Nicholas Investment Partners, LP311,980$2.87M0.29%
Crawford Fund Management, LLC245,974$2.26M1.77%
Options Solutions, LLC201,651$1.85M1.06%
Jackson Creek Investment Advisors LLC140,934$1.29M0.46%
Credit Agricole S A147,174$1.29M0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main96,140$883.5K0.00%
Jefferies Financial Group Inc.86,600$795.9K0.02%
Caas Capital Management LP74,321$683.0K0.29%
Cetera Investment Advisers65,016$597.5K0.00%
Jupiter Asset Management Ltd55,202$507.3K0.00%
UniSuper Management Pty Ltd46,024$423.0K0.00%
Keebeck Alpha, LP42,575$391.3K0.26%
Prelude Capital Management, LLC40,872$375.6K0.03%
New York Life Investment Management LLC40,337$370.7K0.00%
Legato Capital Management LLC40,105$368.6K0.04%
Oppenheimer & Co Inc21,500$197.6K0.00%
Mackenzie Financial Corp20,877$191.9K0.00%
Cipher Capital LP20,256$186.2K0.09%
Pathstone Holdings, LLC18,354$168.7K0.00%
Connor, Clark & Lunn Investment Management Ltd.15,449$142.0K0.00%
Susquehanna Fundamental Investments, LLC12,797$117.6K0.01%
Bayesian Capital Management, LP11,400$104.8K0.01%
Y-Intercept (Hong Kong) Ltd10,642$97.8K0.01%
CIBC Private Wealth Group, LLC4,636$42.1K0.00%
Federation des caisses Desjardins du Quebec430$3.95K0.00%
Westend Capital Management, LLC203$1.87K0.00%
National Bank of Canada125$1.13K0.00%
Quest Partners LLC120$1.10K0.00%
Umb Bank N A56$5150.00%
Fifth Third Bancorp23$2110.00%
Northwestern Mutual Wealth Management Co4$370.00%
Assetmark, Inc2$180.00%

Sold out (25)

Institutions that held WisdomTree, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WT in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bridgewater Associates, LP1,164,196$8.07M
Point72 Europe (London) LLP516,800$3.58M
Qube Research & Technologies Ltd375,267$2.60M
Jump Financial, LLC231,551$1.60M
Maltese Capital Management LLC190,000$1.32M
Quantbot Technologies LP89,015$616.9K
Franklin Resources Inc67,957$470.9K
Yorktown Management & Research Co Inc65,300$452.5K
Landscape Capital Management, L.L.C.46,051$319.1K
Point72 Middle East FZE37,012$256.5K
AE Wealth Management LLC33,355$235.5K
Cetera Advisor Networks LLC30,766$213.2K
Axq Capital, LP29,678$205.7K
Aquatic Capital Management LLC28,400$197.0K
MQS Management LLC26,309$182.3K
Engineers Gate Manager LP25,680$178.0K
Gsa Capital Partners LLP19,329$134.0K
Centiva Capital, LP14,370$99.6K
Captrust Financial Advisors13,233$91.7K
Brevan Howard Capital Management LP10,102$70.0K
Heritage Wealth Advisors5,000$34.6K
Point72 Asia (Singapore) Pte. Ltd.3,427$23.7K
Group One Trading, L.P.3,174$22.0K
Steward Partners Investment Advisory, LLC2,500$17.3K
Glassman Wealth Services37$256

Not filed for Q1 2024 yet (1)

Institutions that held WisdomTree, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WT in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Coppell Advisory Solutions LLC54$374