WisdomTree, Inc.

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000880631

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding WisdomTree, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of WT: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	224	3	233	+12
Shares	117.5M	18.6M	123.5M	+24.6M (+24.8%)
Value	$1.16B	$184.0M	$1.23B	+$253.7M (+25.9%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held WisdomTree, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WT in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	19,102,799	$190.8M	0.00%
Cubist Systematic Strategies, LLC	620,884	$6.20M	0.09%
Balyasny Asset Management LLC	407,423	$4.07M	0.01%
Arrowstreet Capital, Limited Partnership	250,081	$2.50M	0.00%
Caitlin John, LLC	171,116	$1.94M	1.25%
Point72 Asset Management, L.P.	193,024	$1.93M	0.01%
Jump Financial, LLC	155,230	$1.55M	0.03%
Franklin Resources Inc	87,839	$888.1K	0.00%
Engineers Gate Manager LP	88,380	$882.9K	0.02%
Edgestream Partners, L.P.	78,172	$780.9K	0.03%
Main Management ETF Advisors, LLC	77,600	$775.0K	0.04%
XTX Topco Ltd	72,073	$720.0K	0.05%
Aigen Investment Management, LP	57,160	$571.0K	0.11%
Point72 (DIFC) Ltd	45,625	$455.8K	0.04%
Sheaff Brock Investment Advisors, LLC	38,547	$385.1K	0.03%
Quest Partners LLC	37,688	$376.5K	0.03%
Pinnacle Wealth Planning Services, Inc.	35,663	$356.3K	0.05%
Intech Investment Management LLC	34,505	$344.7K	0.00%
Gsa Capital Partners LLP	33,307	$333.0K	0.03%
EntryPoint Capital, LLC	27,752	$277.2K	0.16%
Occudo Quantitative Strategies LP	24,764	$247.4K	0.05%
Bridgefront Capital, LLC	20,444	$204.2K	0.08%
Gabelli Funds LLC	20,000	$199.8K	0.00%
Deerfield Management Company, L.P. (Series C)	19,462	$194.4K	0.00%
ISAM Funds (UK) Ltd	18,322	$183.0K	0.10%
Crestline Management, LP	15,339	$153.2K	0.01%
Nebula Research & Development LLC	15,280	$152.6K	0.02%
Versor Investments LP	13,400	$133.9K	0.02%
JGP Wealth Management, LLC	11,828	$118.2K	0.02%
Axq Capital, LP	10,806	$108.0K	0.03%
Park Avenue Securities LLC	10,520	$105.0K	0.00%
Two Sigma Securities, LLC	10,335	$103.2K	0.01%
Federated Hermes, Inc.	2,928	$29.3K	0.00%
Elequin Capital LP	1,513	$15.1K	0.00%
Aster Capital Management (DIFC) Ltd	1,126	$11.2K	0.00%
Capital Performance Advisors LLP	337	$3.37K	0.00%
Quarry LP	149	$1.49K	0.00%
Ronald Blue Trust, Inc.	150	$1.49K	0.00%
Sterling Capital Management LLC	141	$1.41K	0.00%
Picton Mahoney Asset Management	120	$1.00K	0.00%
Mendota Financial Group, LLC	11	$110	0.00%

Sold out (29)

Institutions that held WisdomTree, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WT in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
EAM Investors, LLC	361,621	$3.58M
Exchange Traded Concepts, LLC	188,851	$1.87M
Alpha DNA Investment Management LLC	52,827	$523.5K
Jefferies Financial Group Inc.	50,000	$495.5K
HighTower Advisors, LLC	49,634	$495.0K
UniSuper Management Pty Ltd	46,024	$456.1K
Connor, Clark & Lunn Investment Management Ltd.	38,612	$382.6K
Teacher Retirement System of Texas	32,888	$326.0K
Simplex Trading, LLC	32,975	$326.0K
Wolverine Trading, LLC	31,466	$311.8K
Quadrature Capital Ltd	31,050	$307.7K
Gabelli & Co Investment Advisers, Inc.	28,000	$277.5K
Campbell & CO Investment Adviser LLC	25,219	$249.9K
Owen LaRue, LLC	25,000	$247.8K
GTS Securities LLC	24,422	$242.0K
Quinn Opportunity Partners LLC	14,185	$140.6K
Omers Administration Corp	12,700	$125.9K
Algert Global LLC	12,218	$121.1K
O'Shaughnessy Asset Management, LLC	10,869	$107.7K
Group One Trading, L.P.	7,792	$77.2K
Headlands Technologies LLC	2,696	$26.7K
Optiver Holding B.V.	1,686	$16.7K
Wetzel Investment Advisors, Inc.	1,200	$11.0K
Macroview Investment Management LLC	822	$8.15K
Castleview Partners, LLC	694	$6.88K
SJS Investment Consulting Inc.	207	$2.05K
National Bank of Canada	125	$1.24K
Innealta Capital, LLC	101	$1.00K
Parallel Advisors, LLC	13	$129

Not filed for Q3 2024 yet (3)

Institutions that held WisdomTree, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WT in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	18,479,490	$183.1M
Susquehanna Fundamental Investments, LLC	88,735	$879.4K
Benjamin F. Edwards & Company, Inc.	554	$5.00K