WisdomTree, Inc.
WT- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000880631
近 90 天，WisdomTree, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 312 家機構在 13F 申報持有，市值合計 $27.1 億；沒有大師持有。
2021 年第 4 季 13F 持有人
WisdomTree, Inc. 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 169
- 較 2021 年第 3 季 +3 家
- 持有股數
- 1.05 億
- 較 2021 年第 3 季 +117.9 萬 (+1.1%)
- 總市值
- $6.42 億
- 較 2021 年第 3 季 +$5,367 萬 (+9.1%)
- 新進機構
- 20
- 另有 55 家加碼
- 清倉機構
- 17
- 另有 67 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 312 | $27.1 億 |
| 2026 年第 1 季 | 312 | $23.5 億 |
| 2025 年第 4 季 | 288 | $19.3 億 |
| 2025 年第 3 季 | 269 | $21.5 億 |
| 2025 年第 2 季 | 247 | $14.8 億 |
| 2025 年第 1 季 | 256 | $11.5 億 |
| 2024 年第 4 季 | 271 | $13.7 億 |
| 2024 年第 3 季 | 233 | $12.3 億 |
| 2024 年第 2 季 | 224 | $11.6 億 |
| 2024 年第 1 季 | 205 | $10.5 億 |
| 2023 年第 4 季 | 195 | $7.92 億 |
| 2023 年第 3 季 | 179 | $7.49 億 |
| 2023 年第 2 季 | 181 | $7.20 億 |
| 2023 年第 1 季 | 148 | $6.32 億 |
| 2022 年第 4 季 | 158 | $6.07 億 |
| 2022 年第 3 季 | 157 | $5.18 億 |
| 2022 年第 2 季 | 163 | $5.61 億 |
| 2022 年第 1 季 | 176 | $6.35 億 |
| 2021 年第 4 季 | 169 | $6.42 億 |
| 2021 年第 3 季 | 167 | $5.89 億 |
| 2021 年第 2 季 | 176 | $6.60 億 |
| 2021 年第 1 季 | 150 | $6.59 億 |
2021 年第 4 季持有機構
每家機構持有 WisdomTree, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 88,583 | $54.2 萬 | 0.00% | +616+0.7% | 加碼 |
| Susquehanna International Group, LLP | 88,587 | $54.2 萬 | 0.00% | +69,872+373.3% | 加碼 |
| Squarepoint Ops LLC | 89,377 | $54.7 萬 | 0.00% | −22,682−20.2% | 減碼 |
| Qube Research & Technologies Ltd | 91,949 | $56.3 萬 | 0.00% | +81,589+787.5% | 加碼 |
| Great West Life Assurance Co | 95,366 | $58.3 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 96,348 | $59.0 萬 | 0.00% | −236,339−71.0% | 減碼 |
| Alpha Paradigm Partners, LLC | 96,891 | $59.3 萬 | 0.24% | +96,891 | 新進 |
| Deutsche Bank AG | 98,269 | $60.2 萬 | 0.00% | +552+0.6% | 加碼 |
| Yousif Capital Management, LLC | 100,024 | $61.2 萬 | 0.01% | +100,024 | 新進 |
| Goldman Sachs Group Inc | 100,976 | $61.7 萬 | 0.00% | −225,685−69.1% | 減碼 |
| Gyon Technologies Capital Management, LP | 100,875 | $61.7 萬 | 0.11% | −15,970−13.7% | 減碼 |
| Clearbridge Investments, LLC | 103,063 | $63.1 萬 | 0.00% | +456+0.4% | 加碼 |
| Citigroup Inc | 112,405 | $68.8 萬 | 0.00% | +27,911+33.0% | 加碼 |
| Alliancebernstein L.P. | 116,652 | $71.4 萬 | 0.00% | +212+0.2% | 加碼 |
| Prudential Financial Inc | 117,759 | $72.1 萬 | 0.00% | −3,837−3.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 123,080 | $75.3 萬 | 0.01% | −42,660−25.7% | 減碼 |
| PDT Partners, LLC | 142,102 | $87.0 萬 | 0.07% | +202+0.1% | 加碼 |
| Credit Suisse AG | 142,946 | $87.5 萬 | 0.00% | +60,199+72.8% | 加碼 |
| Atom Investors LP | 155,544 | $95.2 萬 | 0.26% | +155,544 | 新進 |
| California State Teachers Retirement System | 165,227 | $101.1 萬 | 0.00% | −2,044−1.2% | 減碼 |
| UBS Asset Management Americas Inc | 166,314 | $101.8 萬 | 0.00% | +44,226+36.2% | 加碼 |
| Prelude Capital Management, LLC | 171,800 | $105.1 萬 | 0.05% | +129,673+307.8% | 加碼 |
| Barclays PLC | 173,566 | $106.1 萬 | 0.00% | +76,000+77.9% | 加碼 |
| River & Mercantile Asset Management LLP | 174,400 | $106.7 萬 | 0.08% | +174,400 | 新進 |
| New York State Teachers Retirement System | 197,042 | $120.6 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 198,046 | $121.2 萬 | 0.00% | +79,680+67.3% | 加碼 |
| Quinn Opportunity Partners LLC | 203,291 | $124.4 萬 | 0.08% | +20,000+10.9% | 加碼 |
| Federated Hermes, Inc. | 210,685 | $128.9 萬 | 0.00% | +8,512+4.2% | 加碼 |
| Public Sector Pension Investment Board | 221,702 | $135.7 萬 | 0.01% | +1,800+0.8% | 加碼 |
| Bank of America Corp | 231,406 | $141.6 萬 | 0.00% | +52,969+29.7% | 加碼 |
| Swiss National Bank | 239,500 | $146.6 萬 | 0.00% | −8,200−3.3% | 減碼 |
| Rhumbline Advisers | 304,381 | $186.3 萬 | 0.00% | −4,864−1.6% | 減碼 |
| Two Sigma Investments, LP | 306,151 | $187.4 萬 | 0.00% | −250,416−45.0% | 減碼 |
| Legal & General Group Plc | 326,513 | $199.8 萬 | 0.00% | +8,723+2.7% | 加碼 |
| Interval Partners, LP | 350,555 | $214.5 萬 | 0.15% | +112,077+47.0% | 加碼 |
| JPMorgan Chase & Co | 373,358 | $228.5 萬 | 0.00% | +227,648+156.2% | 加碼 |
| Jacobs Asset Management, LLC | 425,000 | $260.1 萬 | 1.18% | +425,000 | 新進 |
| Nuveen Asset Management, LLC | 432,694 | $264.4 萬 | 0.00% | −57,044−11.6% | 減碼 |
| BlueMar Capital Management, LLC | 445,417 | $272.6 萬 | 0.76% | +32,526+7.9% | 加碼 |
| Ameriprise Financial Inc | 477,990 | $292.6 萬 | 0.00% | −352,928−42.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 507,875 | $310.8 萬 | 0.02% | +2,450+0.5% | 加碼 |
| Invesco Ltd. | 523,566 | $320.5 萬 | 0.00% | +8,298+1.6% | 加碼 |
| Two Sigma Advisers, LP | 631,900 | $386.7 萬 | 0.01% | −153,500−19.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 644,383 | $394.4 萬 | 0.00% | +8,095+1.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 652,700 | $399.5 萬 | 0.01% | −856,600−56.8% | 減碼 |
| Parametric Portfolio Associates LLC | 656,076 | $401.5 萬 | 0.00% | −48,189−6.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 731,800 | $447.8 萬 | 0.04% | −4,500−0.6% | 減碼 |
| Principal Financial Group Inc | 745,145 | $456.0 萬 | 0.00% | −21,106−2.8% | 減碼 |
| Gillson Capital LP | 776,656 | $475.3 萬 | 0.31% | +147,873+23.5% | 加碼 |
| Fisher Asset Management, LLC | 924,410 | $565.7 萬 | 0.00% | −706−0.1% | 減碼 |
| Renaissance Technologies LLC | 973,379 | $595.7 萬 | 0.01% | −762,500−43.9% | 減碼 |
| Norges Bank | 1,100,541 | $673.5 萬 | 0.00% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,305,008 | $798.7 萬 | 0.00% | −7,006−0.5% | 減碼 |
| Millennium Management LLC | 1,308,213 | $800.6 萬 | 0.01% | +477,134+57.4% | 加碼 |
| Northern Trust Corp | 1,481,151 | $906.5 萬 | 0.00% | +32,147+2.2% | 加碼 |
| Capital Management Corp | 1,685,825 | $1,032 萬 | 2.14% | −245,230−12.7% | 減碼 |
| Wellington Management Group LLP | 2,060,666 | $1,261 萬 | 0.00% | +1,514,865+277.5% | 加碼 |
| Geode Capital Management, LLC | 2,140,324 | $1,310 萬 | 0.00% | −18,983−0.9% | 減碼 |
| Morgan Stanley | 2,228,709 | $1,364 萬 | 0.00% | +752,352+51.0% | 加碼 |
| Toroso Investments, LLC | 2,516,957 | $1,540 萬 | 0.47% | +699,449+38.5% | 加碼 |
| Dimensional Fund Advisors LP | 2,601,254 | $1,592 萬 | 0.00% | −166,468−6.0% | 減碼 |
| Bank of New York Mellon Corp | 3,684,634 | $2,255 萬 | 0.00% | +36,376+1.0% | 加碼 |
| State Street Corp | 4,546,910 | $2,783 萬 | 0.00% | +189,606+4.4% | 加碼 |
| Azora Capital LP | 5,059,300 | $3,096 萬 | 4.84% | +362,316+7.7% | 加碼 |
| Massachusetts Financial Services Co | 7,453,808 | $4,562 萬 | 0.01% | −447,406−5.7% | 減碼 |
| Vanguard Group Inc | 13,579,792 | $8,311 萬 | 0.00% | +105,955+0.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 15,723,871 | $9,623 萬 | 0.78% | −15,129−0.1% | 減碼 |
| BlackRock Inc. | 18,306,271 | $1.12 億 | 0.00% | −216,319−1.2% | 減碼 |
| IFP Advisors, Inc | 18 | – | – | 00.0% | 不變 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −320,709−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −92,163−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −73,216−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −39,825−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −30,200−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −23,528−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,500−100.0% | 清倉 |
| Truvvo Partners LLC | 0 | $0 | 0.00% | −14,861−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −13,731−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,193−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −10,340−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,009−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,659−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −1,205−100.0% | 清倉 |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −1,012−100.0% | 清倉 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |