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.

Q4 2024 vs. Q3 2024

How the institutions holding WisdomTree, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of WT: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	233	2	271	+40
Shares	123.5M	420.1K	130.6M	+7.55M (+6.1%)
Value	$1.23B	$4.16M	$1.37B	+$141.7M (+11.5%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held WisdomTree, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WT in Q4 2024
Institution	Shares	Value	% of portfolio
Danske Bank A/S	438,490	$4.60M	0.01%
Raymond James Financial Inc	405,946	$4.26M	0.00%
HRT Financial LP	282,699	$2.97M	0.02%
Connor, Clark & Lunn Investment Management Ltd.	279,275	$2.93M	0.01%
D. E. Shaw & Co., Inc.	270,679	$2.84M	0.00%
Trexquant Investment LP	257,523	$2.70M	0.03%
Tudor Investment Corp Et Al	245,325	$2.58M	0.03%
Canada Pension Plan Investment Board	176,400	$1.85M	0.00%
Integrated Quantitative Investments LLC	123,888	$1.30M	0.64%
Creative Planning	101,583	$1.07M	0.00%
Susquehanna Fundamental Investments, LLC	96,175	$1.01M	0.02%
Y-Intercept (Hong Kong) Ltd	93,269	$979.3K	0.07%
CoreCap Advisors, LLC	66,954	$703.0K	0.03%
Algert Global LLC	63,923	$671.2K	0.02%
Campbell & CO Investment Adviser LLC	60,613	$636.4K	0.05%
Twinbeech Capital LP	54,479	$572.0K	0.01%
Entropy Technologies, LP	42,198	$443.1K	0.05%
Militia Capital Partners, LP	35,200	$369.6K	0.17%
Weiss Asset Management LP	34,817	$365.6K	0.01%
Police & Firemen's Retirement System of New Jersey	29,918	$314.1K	0.00%
Corton Capital Inc.	28,985	$304.3K	0.17%
Toth Financial Advisory Corp	26,500	$278.3K	0.03%
Centiva Capital, LP	26,466	$277.9K	0.01%
Jain Global LLC	25,111	$263.7K	0.01%
KLP Kapitalforvaltning AS	22,300	$234.2K	0.00%
AssuredPartners Investment Advisors, LLC	20,334	$213.5K	0.04%
Group One Trading, L.P.	17,193	$180.5K	0.01%
Envestnet Portfolio Solutions, Inc.	16,353	$171.7K	0.00%
Bayesian Capital Management, LP	16,279	$170.9K	0.02%
Caxton Associates LP	14,764	$155.0K	0.00%
Sciencast Management LP	14,659	$153.9K	0.04%
CIBC World Markets Corp	13,058	$137.1K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	12,777	$134.2K	0.04%
LPL Financial LLC	12,601	$132.3K	0.00%
PharVision Advisers, LLC	11,854	$124.5K	0.11%
Cooper Financial Group	10,581	$111.1K	0.01%
Dark Forest Capital Management LP	10,331	$108.5K	0.02%
Xponance, Inc.	10,043	$105.5K	0.00%
Lord, Abbett & Co. LLC	10,000	$105.0K	0.00%
Stonebridge Financial Group, LLC	5,713	$60.0K	0.01%
Byrne Asset Management LLC	1,800	$18.9K	0.01%
Northwestern Mutual Wealth Management Co	1,606	$16.9K	0.00%
R Squared Ltd	1,600	$16.8K	0.02%
Caitong International Asset Management Co., Ltd	1,095	$11.5K	0.01%
ORG Partners LLC	1,000	$10.5K	0.00%
SBI Securities Co., Ltd.	352	$3.70K	0.00%
Optiver Holding B.V.	304	$3.19K	0.00%
MAI Capital Management	201	$2.11K	0.00%
Aspect Partners, LLC	150	$1.57K	0.00%
Headlands Technologies LLC	121	$1.27K	0.00%
GeoWealth Management, LLC	117	$1.23K	0.00%
EverSource Wealth Advisors, LLC	96	$1.01K	0.00%
Cullen/Frost Bankers, Inc.	90	$945	0.00%
IFP Advisors, Inc	18	$189	0.00%
True Wealth Design, LLC	5	$53	0.00%
Skopos Labs, Inc.	2	$11	0.00%

Sold out (16)

Institutions that held WisdomTree, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WT in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Guggenheim Capital LLC	485,648	$4.85M
Advisory Services Network, LLC	54,377	$538.9K
Jupiter Asset Management Ltd	40,769	$407.3K
Occudo Quantitative Strategies LP	24,764	$247.4K
Deerfield Management Company, L.P. (Series C)	19,462	$194.4K
ISAM Funds (UK) Ltd	18,322	$183.0K
Mercer Global Advisors Inc	15,260	$152.3K
Versor Investments LP	13,400	$133.9K
Two Sigma Securities, LLC	10,335	$103.2K
Gladius Capital Management LP	2,701	$27.0K
Aster Capital Management (DIFC) Ltd	1,126	$11.2K
Capital Performance Advisors LLP	337	$3.37K
Westend Capital Management, LLC	203	$2.03K
SRS Capital Advisors, Inc.	187	$1.87K
Allspring Global Investments Holdings, LLC	15	$149
Mendota Financial Group, LLC	11	$110

Not filed for Q4 2024 yet (2)

Institutions that held WisdomTree, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WT in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
ClariVest Asset Management LLC	418,199	$4.14M
Abich Financial Wealth Management LLC	1,946	$19.4K