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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elequin Capital LP | 1,513 | $15.1K | 0.00% | +1,513 | New |
| HM Payson & Co | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,388 | $14.0K | 0.00% | +68+5.2% | Added |
| Manchester Capital Management LLC | 1,351 | $13.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,313 | $13.1K | 0.00% | +30+2.3% | Added |
| Aster Capital Management (DIFC) Ltd | 1,126 | $11.2K | 0.00% | +1,126 | New |
| Russell Investments Group, Ltd. | 800 | $7.99K | 0.00% | +91+12.8% | Added |
| Quadrant Capital Group LLC | 676 | $6.75K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 600 | $5.99K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 480 | $4.80K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 386 | $3.86K | 0.00% | +15+4.0% | Added |
| Capital Performance Advisors LLP | 337 | $3.37K | 0.00% | +337 | New |
| Umb Bank N A | 272 | $2.72K | 0.00% | +117+75.5% | Added |
| Westend Capital Management, LLC | 203 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 240 | $2.00K | 0.00% | −292−54.9% | Reduced |
| Lazard Asset Management LLC | 287 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $1.87K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 187 | $1.87K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 150 | $1.50K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 149 | $1.49K | 0.00% | +149 | New |
| Ronald Blue Trust, Inc. | 150 | $1.49K | 0.00% | +150 | New |
| Sterling Capital Management LLC | 141 | $1.41K | 0.00% | +141 | New |
| Fifth Third Bancorp | 118 | $1.18K | 0.00% | +27+29.7% | Added |
| Massmutual Trust Co FSB | 106 | $1.06K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 120 | $1.00K | 0.00% | +120 | New |
| Farmers & Merchants Investments Inc | 90 | $899 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $650 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 54 | $544 | 0.00% | −2,416−97.8% | Reduced |
| Parkside Financial Bank & Trust | 21 | $210 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $200 | 0.00% | −19−48.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 15 | $149 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $110 | 0.00% | +11 | New |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −361,621−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −188,851−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −52,827−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −49,634−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −46,024−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −38,612−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −32,888−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −32,975−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −31,466−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,050−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,219−100.0% | Sold out |
| Owen LaRue, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −24,422−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −14,185−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −12,218−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −10,869−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,792−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |