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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.

13F holders, Q3 2024

Institutional positions in WisdomTree, Inc. as of Sep 30, 2024. 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
233
+12 vs. Q2 2024
Shares held
123.5M
+24.6M (+24.8%) vs. Q2 2024
Total value
$1.23B
+$253.7M (+25.9%) vs. Q2 2024
New holders
41
95 more added
Sold out
29
65 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 233 institutions
Q1 2021: 150 institutionsQ2 2021: 176 institutionsQ3 2021: 167 institutionsQ4 2021: 169 institutionsQ1 2022: 176 institutionsQ2 2022: 163 institutionsQ3 2022: 157 institutionsQ4 2022: 158 institutionsQ1 2023: 148 institutionsQ2 2023: 181 institutionsQ3 2023: 179 institutionsQ4 2023: 195 institutionsQ1 2024: 205 institutionsQ2 2024: 224 institutionsQ3 2024: 233 institutionsQ4 2024: 271 institutionsQ1 2025: 256 institutionsQ2 2025: 247 institutionsQ3 2025: 269 institutionsQ4 2025: 288 institutionsQ1 2026: 312 institutionsQ2 2026: 312 institutions
Value heldQ3 2024: $1.23B
Q1 2021: $659.1MQ2 2021: $659.7MQ3 2021: $588.7MQ4 2021: $642.4MQ1 2022: $634.9MQ2 2022: $560.7MQ3 2022: $517.7MQ4 2022: $606.6MQ1 2023: $632.3MQ2 2023: $720.3MQ3 2023: $748.8MQ4 2023: $792.0MQ1 2024: $1.05BQ2 2024: $1.16BQ3 2024: $1.23BQ4 2024: $1.37BQ1 2025: $1.15BQ2 2025: $1.48BQ3 2025: $2.15BQ4 2025: $1.93BQ1 2026: $2.35BQ2 2026: $2.71B
Institutions holding WT and their total value by quarter
QuarterHoldersValue
Q2 2026312$2.71B
Q1 2026312$2.35B
Q4 2025288$1.93B
Q3 2025269$2.15B
Q2 2025247$1.48B
Q1 2025256$1.15B
Q4 2024271$1.37B
Q3 2024233$1.23B
Q2 2024224$1.16B
Q1 2024205$1.05B
Q4 2023195$792.0M
Q3 2023179$748.8M
Q2 2023181$720.3M
Q1 2023148$632.3M
Q4 2022158$606.6M
Q3 2022157$517.7M
Q2 2022163$560.7M
Q1 2022176$634.9M
Q4 2021169$642.4M
Q3 2021167$588.7M
Q2 2021176$659.7M
Q1 2021150$659.1M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2024.

Institutions holding WT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Main Management ETF Advisors, LLC77,600$775.0K0.04%+77,600New
Mirae Asset Global ETFs Holdings Ltd.76,634$765.6K0.00%+6,673+9.5%Added
Caas Capital Management LP74,321$742.5K0.51%00.0%Unchanged
MetLife Investment Management73,757$736.8K0.00%−6,806−8.4%Reduced
XTX Topco Ltd72,073$720.0K0.05%+72,073New
Manufacturers Life Insurance Company, The69,508$694.4K0.00%−1,171−1.7%Reduced
State of Alaska, Department of Revenue67,924$678.0K0.01%+2,379+3.6%Added
Illinois Municipal Retirement Fund62,662$626.0K0.01%+1,730+2.8%Added
Louisiana State Employees Retirement System57,500$574.4K0.01%+1,300+2.3%Added
ProShare Advisors LLC57,412$573.5K0.00%+36,688+177.0%Added
Aigen Investment Management, LP57,160$571.0K0.11%+57,160New
Cetera Investment Advisers56,542$564.9K0.00%−18,385−24.5%Reduced
Advisory Services Network, LLC54,377$538.9K0.01%00.0%Unchanged
SRN Advisors, LLC52,316$522.6K0.46%−33,189−38.8%Reduced
Point72 (DIFC) Ltd45,625$455.8K0.04%+45,625New
Advisor Group Holdings, Inc.45,337$452.9K0.00%+34,529+319.5%Added
MML Investors Services, LLC45,046$450.0K0.00%+6,497+16.9%Added
Yousif Capital Management, LLC45,029$449.8K0.00%+86+0.2%Added
State of Wyoming44,062$440.2K0.06%+12,757+40.8%Added
Verition Fund Management LLC42,552$425.1K0.00%+30,158+243.3%Added
Comerica Bank42,024$419.8K0.00%+149+0.4%Added
Jupiter Asset Management Ltd40,769$407.3K0.00%−14,433−26.1%Reduced
Maryland State Retirement & Pension System40,195$401.5K0.01%+1,272+3.3%Added
Sheaff Brock Investment Advisors, LLC38,547$385.1K0.03%+38,547New
SG Americas Securities, LLC38,198$382.0K0.00%−35,097−47.9%Reduced
Quest Partners LLC37,688$376.5K0.03%+37,688New
Alps Advisors Inc36,975$369.4K0.00%−3,640−9.0%Reduced
Amalgamated Bank36,023$360.0K0.00%+986+2.8%Added
Pinnacle Wealth Planning Services, Inc.35,663$356.3K0.05%+35,663New
Levin Capital Strategies, L.P.35,390$353.5K0.03%−36,739−50.9%Reduced
Arizona State Retirement System34,972$349.4K0.00%+963+2.8%Added
HSBC Holdings PLC34,806$348.6K0.00%−12,740−26.8%Reduced
Alberta Investment Management Corp34,634$346.0K0.00%00.0%Unchanged
Intech Investment Management LLC34,505$344.7K0.00%+34,505New
Impact Partnership Wealth, LLC34,467$344.3K0.08%+1,108+3.3%Added
North Star Investment Management Corp.34,313$342.8K0.02%+34,000+10,862.6%Added
NorthCrest Asset Manangement, LLC33,927$338.9K0.01%00.0%Unchanged
Oppenheimer & Co Inc33,500$334.7K0.01%+1,000+3.1%Added
Gsa Capital Partners LLP33,307$333.0K0.03%+33,307New
Los Angeles Capital Management LLC32,761$327.3K0.00%+17,410+113.4%Added
Benjamin Edwards Inc30,755$307.2K0.00%+19,139+164.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)30,451$304.2K0.00%00.0%Unchanged
Truist Financial Corp30,286$302.6K0.00%+4,099+15.7%Added
State of Tennessee, Treasury Department28,675$286.5K0.00%−1,759−5.8%Reduced
Amundi28,825$284.2K0.00%+2,904+11.2%Added
Oregon Public Employees Retirement Fund28,056$280.3K0.01%+1,000+3.7%Added
EntryPoint Capital, LLC27,752$277.2K0.16%+27,752New
Petrus Trust Company, LTA27,327$273.0K0.03%+10,327+60.7%Added
The PNC Financial Services Group, Inc.25,925$259.0K0.00%+275+1.1%Added
Schonfeld Strategic Advisors LLC25,800$257.7K0.00%−912−3.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,442$254.2K0.00%+1,386+5.8%Added
Keebeck Alpha, LP25,060$250.3K0.16%−6,798−21.3%Reduced
Prelude Capital Management, LLC25,060$250.3K0.02%−5,523−18.1%Reduced
Occudo Quantitative Strategies LP24,764$247.4K0.05%+24,764New
Tobam23,705$237.0K0.04%+5,397+29.5%Added
Public Employees Retirement Association of Colorado22,464$224.0K0.00%00.0%Unchanged
Capital Management Corp22,200$221.8K0.04%−17,430−44.0%Reduced
Man Group plc21,723$217.0K0.00%−6,657−23.5%Reduced
Everence Capital Management Inc21,350$213.0K0.01%00.0%Unchanged
Mackenzie Financial Corp21,212$211.9K0.00%+531+2.6%Added
Bridgefront Capital, LLC20,444$204.2K0.08%+20,444New
Gabelli Funds LLC20,000$199.8K0.00%+20,000New
Deerfield Management Company, L.P. (Series C)19,462$194.4K0.00%+19,462New
Pathstone Holdings, LLC18,979$189.6K0.00%00.0%Unchanged
ISAM Funds (UK) Ltd18,322$183.0K0.10%+18,322New
Susquehanna International Group, LLP18,320$183.0K0.00%−38,729−67.9%Reduced
Pictet Asset Management Holding SA18,232$182.1K0.00%00.0%Unchanged
Royal Bank of Canada17,954$180.0K0.00%+2,440+15.7%Added
Mutual of America Capital Management LLC17,902$178.8K0.00%−448−2.4%Reduced
Eqis Capital Management, Inc.17,425$174.1K0.01%−425−2.4%Reduced
SMH Capital Advisors Inc17,397$173.8K0.54%−838−4.6%Reduced
Bank of Montreal16,751$168.8K0.00%+600+3.7%Added
Crestline Management, LP15,339$153.2K0.01%+15,339New
Nebula Research & Development LLC15,280$152.6K0.02%+15,280New
Mercer Global Advisors Inc15,260$152.3K0.00%+1,123+7.9%Added
Foundry Partners, LLC13,850$138.4K0.01%+1,900+15.9%Added
Navellier & Associates Inc13,670$136.6K0.02%−1,438−9.5%Reduced
Ameritas Investment Partners, Inc.13,617$136.0K0.00%00.0%Unchanged
Versor Investments LP13,400$133.9K0.02%+13,400New
Acadian Asset Management LLC12,448$124.0K0.00%−417,539−97.1%Reduced
JGP Wealth Management, LLC11,828$118.2K0.02%+11,828New
Axq Capital, LP10,806$108.0K0.03%+10,806New
Tower Research Capital LLC (TRC)10,539$105.3K0.00%−15,164−59.0%Reduced
Park Avenue Securities LLC10,520$105.0K0.00%+10,520New
Two Sigma Securities, LLC10,335$103.2K0.01%+10,335New
Allianz Asset Management GmbH10,300$102.9K0.00%−72,100−87.5%Reduced
Miracle Mile Advisors, LLC10,124$101.1K0.00%+31+0.3%Added
SEI Investments Co10,100$100.9K0.00%−169,534−94.4%Reduced
Principal Securities, Inc.5,225$52.2K0.00%+915+21.2%Added
KBC Group NV5,252$52.0K0.00%00.0%Unchanged
CWM, LLC4,195$42.0K0.00%+1,449+52.8%Added
GAMMA Investing LLC4,054$40.5K0.00%+1,761+76.8%Added
First Horizon Advisors, Inc.3,457$34.5K0.00%00.0%Unchanged
Federated Hermes, Inc.2,928$29.3K0.00%+2,928New
Gladius Capital Management LP2,701$27.0K0.02%−548−16.9%Reduced
Federation des caisses Desjardins du Quebec2,430$24.3K0.00%+1,000+69.9%Added
Abich Financial Wealth Management LLC1,946$19.4K0.04%−408−17.3%Reduced
Whittier Trust Co1,631$16.3K0.00%00.0%Unchanged
Versant Capital Management, Inc1,545$15.4K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,513$15.1K0.00%+3+0.2%Added