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。
2022 年第 1 季 13F 持有人
WisdomTree, Inc. 在 2022/3/31 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
- 176
- 較 2021 年第 4 季 +7 家
- 持有股數
- 1.08 億
- 較 2021 年第 4 季 +319.6 萬 (+3.0%)
- 總市值
- $6.35 億
- 較 2021 年第 4 季 −$751.6 萬 (−1.2%)
- 新進機構
- 21
- 另有 53 家加碼
- 清倉機構
- 14
- 另有 80 家減碼
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 81 | $0 | 0.00% | −2,877−97.3% | 減碼 |
| Sageworth Trust Co of South Dakota | 67 | $0 | 0.00% | −300−81.7% | 減碼 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 100 | $0 | 0.00% | 00.0% | 不變 |
| Lake Point Wealth Management | 75 | $0 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 34 | $0 | 0.00% | +34 | 新進 |
| Elequin Capital LP | 168 | $1,000 | 0.00% | −325−65.9% | 減碼 |
| First Horizon Advisors, Inc. | 120 | $1,000 | 0.00% | +120 | 新進 |
| North Star Investment Management Corp. | 313 | $2,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 384 | $2,000 | 0.00% | +155+67.7% | 加碼 |
| Money Concepts Capital Corp | 425 | $2,000 | 0.00% | +425 | 新進 |
| Fifth Third Bancorp | 594 | $3,000 | 0.00% | +294+98.0% | 加碼 |
| Adirondack Trust Co | 600 | $4,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 693 | $4,000 | 0.00% | −21−2.9% | 減碼 |
| IFP Advisors, Inc | 326 | $4,000 | 0.00% | +308+1,711.1% | 加碼 |
| UBS Group AG | 1,040 | $6,000 | 0.00% | −17,621−94.4% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,006 | $6,000 | 0.00% | −15,329−93.8% | 減碼 |
| Quadrant Capital Group LLC | 947 | $6,000 | 0.00% | −1,976−67.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 943 | $6,000 | 0.00% | −691−42.3% | 減碼 |
| Whittier Trust Co | 1,631 | $1.00 萬 | 0.00% | −11,642−87.7% | 減碼 |
| Versant Capital Management, Inc | 2,137 | $1.30 萬 | 0.00% | −334−13.5% | 減碼 |
| FMR LLC | 2,247 | $1.30 萬 | 0.00% | +2,145+2,102.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,418 | $1.40 萬 | 0.00% | −1,662−40.7% | 減碼 |
| Macquarie Group Ltd | 2,399 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 2,617 | $1.50 萬 | 0.00% | −72−2.7% | 減碼 |
| HM Payson & Co | 3,500 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 4,988 | $2.90 萬 | 0.00% | −11,437−69.6% | 減碼 |
| American Portfolios Advisors | 5,022 | $2.95 萬 | 0.00% | −512−9.3% | 減碼 |
| Sutton Wealth Advisors Inc. | 5,510 | $3.23 萬 | 0.01% | −41−0.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,682 | $3.30 萬 | 0.00% | +5+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,500 | $3.80 萬 | 0.00% | +6,500 | 新進 |
| Metropolitan Life Insurance Co | 8,490 | $4.98 萬 | 0.00% | −19,328−69.5% | 減碼 |
| Public Employees Retirement System of Ohio | 8,540 | $5.00 萬 | 0.00% | −122−1.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,532 | $5.60 萬 | 0.00% | −56−0.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 10,590 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 10,977 | $6.40 萬 | 0.00% | +10,977 | 新進 |
| Ameritas Investment Partners, Inc. | 11,656 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 11,721 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 12,129 | $7.10 萬 | 0.00% | +413+3.5% | 加碼 |
| AQR Capital Management LLC | 12,314 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 12,191 | $7.20 萬 | 0.01% | +12,191 | 新進 |
| Simplex Trading, LLC | 13,639 | $8.00 萬 | 0.00% | +2,108+18.3% | 加碼 |
| Trexquant Investment LP | 13,864 | $8.10 萬 | 0.00% | −25,712−65.0% | 減碼 |
| Royal Bank of Canada | 13,566 | $8.10 萬 | 0.00% | −18,772−58.0% | 減碼 |
| Captrust Financial Advisors | 13,848 | $8.10 萬 | 0.00% | +4,065+41.6% | 加碼 |
| Vantage Consulting Group Inc | 14,737 | $8.70 萬 | 0.03% | +1,698+13.0% | 加碼 |
| Syntax Advisors, LLC | 14,737 | $8.70 萬 | 0.07% | +1,698+13.0% | 加碼 |
| Raymond James & Associates | 15,448 | $9.10 萬 | 0.00% | +1,375+9.8% | 加碼 |
| Mutual of America Capital Management LLC | 15,682 | $9.20 萬 | 0.00% | +811+5.5% | 加碼 |
| Ensign Peak Advisors, Inc | 15,800 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 16,555 | $9.70 萬 | 0.00% | −21,662−56.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,582 | $9.70 萬 | 0.00% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 17,500 | $10.3 萬 | 0.08% | +2,500+16.7% | 加碼 |
| Paloma Partners Management Co | 18,010 | $10.6 萬 | 0.01% | +2,600+16.9% | 加碼 |
| State of Wyoming | 19,436 | $11.4 萬 | 0.06% | −2,253−10.4% | 減碼 |
| Bayesian Capital Management, LP | 19,400 | $11.4 萬 | 0.02% | +19,400 | 新進 |
| Glassy Mountain Advisors, Inc. | 20,000 | $11.7 萬 | 0.06% | +20,000 | 新進 |
| Advisor Group Holdings, Inc. | 17,549 | $12.0 萬 | 0.00% | +264+1.5% | 加碼 |
| Teacher Retirement System of Texas | 22,402 | $13.2 萬 | 0.00% | +1,304+6.2% | 加碼 |
| Boothbay Fund Management, LLC | 22,594 | $13.3 萬 | 0.00% | −4,765−17.4% | 減碼 |
| SMH Capital Advisors Inc | 22,698 | $13.3 萬 | 0.22% | +2,535+12.6% | 加碼 |
| Janus Henderson Group PLC | 22,877 | $13.5 萬 | 0.00% | +50.0% | 加碼 |
| Natixis | 23,425 | $13.8 萬 | 0.00% | −23,903−50.5% | 減碼 |
| Tudor Investment Corp Et Al | 23,661 | $13.9 萬 | 0.00% | +23,661 | 新進 |
| Gsa Capital Partners LLP | 23,799 | $14.0 萬 | 0.02% | +23,799 | 新進 |
| Keebeck Alpha, LP | 24,113 | $14.2 萬 | 0.04% | +24,113 | 新進 |
| Victory Capital Management Inc | 24,586 | $14.3 萬 | 0.00% | −16,504−40.2% | 減碼 |
| Envestnet Asset Management Inc | 26,666 | $15.7 萬 | 0.00% | −2,267−7.8% | 減碼 |
| ProShare Advisors LLC | 29,048 | $17.0 萬 | 0.00% | −3,791−11.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 29,225 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 29,424 | $17.3 萬 | 0.00% | +133+0.5% | 加碼 |
| Gyon Technologies Capital Management, LP | 30,920 | $18.2 萬 | 0.13% | −69,955−69.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 32,193 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 33,310 | $19.0 萬 | 0.00% | −24,267−42.1% | 減碼 |
| KBC Group NV | 34,667 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 35,192 | $20.7 萬 | 0.00% | −27,530−43.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 40,924 | $24.0 萬 | 0.00% | −1,000−2.4% | 減碼 |
| State of Tennessee, Treasury Department | 42,657 | $25.0 萬 | 0.00% | +6,464+17.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 43,293 | $25.4 萬 | 0.07% | +43,293 | 新進 |
| Maryland State Retirement & Pension System | 43,651 | $25.6 萬 | 0.01% | +831+1.9% | 加碼 |
| Clearbridge Investments, LLC | 43,783 | $25.7 萬 | 0.00% | −59,280−57.5% | 減碼 |
| Mackenzie Financial Corp | 44,172 | $25.9 萬 | 0.00% | +368+0.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 44,908 | $26.3 萬 | 0.00% | −4,799−9.7% | 減碼 |
| Engineers Gate Manager LP | 45,318 | $26.6 萬 | 0.01% | +45,318 | 新進 |
| Los Angeles Capital Management LLC | 48,490 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 53,994 | $31.8 萬 | 0.00% | −5,611−9.4% | 減碼 |
| Globeflex Capital L P | 54,567 | $32.0 萬 | 0.06% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 54,741 | $32.1 萬 | 0.00% | +3,110+6.0% | 加碼 |
| Amalgamated Bank | 55,865 | $32.8 萬 | 0.00% | −3,635−6.1% | 減碼 |
| Amalgamated Financial Corp. | 55,865 | $32.8 萬 | 0.00% | +55,865 | 新進 |
| Louisiana State Employees Retirement System | 52,900 | $33.2 萬 | 0.01% | +200+0.4% | 加碼 |
| Susquehanna International Group, LLP | 57,950 | $34.0 萬 | 0.00% | −30,637−34.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 58,472 | $34.3 萬 | 0.00% | −14,999−20.4% | 減碼 |
| Voya Investment Management LLC | 63,042 | $37.0 萬 | 0.00% | +5,237+9.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 63,883 | $37.5 萬 | 0.00% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 69,098 | $40.5 萬 | 0.02% | +58,868+575.4% | 加碼 |
| MetLife Investment Management | 71,947 | $42.2 萬 | 0.00% | +37,320+107.8% | 加碼 |
| Atom Investors LP | 73,612 | $43.2 萬 | 0.20% | −81,932−52.7% | 減碼 |
| American International Group, Inc. | 75,184 | $44.1 萬 | 0.00% | −4,730−5.9% | 減碼 |
| State of Alaska, Department of Revenue | 75,708 | $44.4 萬 | 0.00% | −1,360−1.8% | 減碼 |