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。
2023 年第 1 季 13F 持有人
WisdomTree, Inc. 在 2023/3/31 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
- 148
- 較 2022 年第 4 季 −9 家
- 持有股數
- 1.08 億
- 較 2022 年第 4 季 −296.2 萬 (−2.7%)
- 總市值
- $6.32 億
- 較 2022 年第 4 季 +$2,616 萬 (+4.3%)
- 新進機構
- 19
- 另有 45 家加碼
- 清倉機構
- 28
- 另有 61 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 56 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | 新進 |
| Huntington National Bank | 1 | $68 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 71 | $416 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 81 | $474 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 90 | $527 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 150 | $1,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 313 | $1,834 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 379 | $2,000 | 0.00% | +1+0.3% | 加碼 |
| Venturi Wealth Management, LLC | 480 | $2,813 | 0.00% | +480 | 新進 |
| Adirondack Trust Co | 600 | $3,516 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 714 | $4,185 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 822 | $4,817 | 0.00% | +822 | 新進 |
| UBS Group AG | 891 | $5,221 | 0.00% | −3,213−78.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 943 | $5,526 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,256 | $7,361 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 1,500 | $8,790 | 0.00% | −1,000−40.0% | 減碼 |
| Whittier Trust Co | 1,631 | $9,557 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1,715 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 2,102 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,718 | $1.59 萬 | 0.00% | +20+0.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,702 | $3.34 萬 | 0.00% | +5+0.1% | 加碼 |
| Metropolitan Life Insurance Co | 7,383 | $4.33 萬 | 0.00% | −904−10.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,466 | $5.00 萬 | 0.00% | +7,892+1,374.9% | 加碼 |
| KBC Group NV | 9,070 | $5.30 萬 | 0.00% | −2,607−22.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,441 | $5.53 萬 | 0.00% | +127+1.4% | 加碼 |
| Royal Bank of Canada | 9,932 | $5.80 萬 | 0.00% | −13,569−57.7% | 減碼 |
| XTX Topco Ltd | 10,973 | $6.43 萬 | 0.01% | +10,973 | 新進 |
| Ameritas Investment Partners, Inc. | 11,656 | $6.83 萬 | 0.00% | 00.0% | 不變 |
| Raymond James & Associates | 11,777 | $6.90 萬 | 0.00% | +11,777 | 新進 |
| Teacher Retirement System of Texas | 12,222 | $7.20 萬 | 0.00% | +165+1.4% | 加碼 |
| HighTower Advisors, LLC | 12,501 | $7.20 萬 | 0.00% | +1,715+15.9% | 加碼 |
| Captrust Financial Advisors | 12,900 | $7.56 萬 | 0.00% | +12,900 | 新進 |
| HRT Financial LP | 13,853 | $8.10 萬 | 0.00% | +13,853 | 新進 |
| State of Wisconsin Investment Board | 13,848 | $8.11 萬 | 0.00% | +144+1.1% | 加碼 |
| Vantage Consulting Group Inc | 14,480 | $8.49 萬 | 0.05% | −2,188−13.1% | 減碼 |
| Syntax Advisors, LLC | 14,480 | $8.49 萬 | 0.06% | −2,188−13.1% | 減碼 |
| Amundi | 15,154 | $8.88 萬 | 0.00% | +15,154 | 新進 |
| Versor Investments LP | 16,000 | $9.38 萬 | 0.01% | −200−1.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 17,887 | $10.5 萬 | 0.00% | +4,461+33.2% | 加碼 |
| Aigen Investment Management, LP | 17,912 | $10.5 萬 | 0.01% | +17,912 | 新進 |
| ProShare Advisors LLC | 19,072 | $11.2 萬 | 0.00% | −1,705−8.2% | 減碼 |
| Victory Capital Management Inc | 19,265 | $11.3 萬 | 0.00% | −4,853−20.1% | 減碼 |
| Winton Group Ltd | 20,216 | $11.8 萬 | 0.01% | −82,823−80.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,440 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 21,000 | $12.3 萬 | 0.00% | −3,200−13.2% | 減碼 |
| Everence Capital Management Inc | 21,350 | $12.5 萬 | 0.01% | +21,350 | 新進 |
| Bank of Montreal | 21,826 | $12.8 萬 | 0.00% | +6,191+39.6% | 加碼 |
| Centiva Capital, LP | 22,457 | $13.2 萬 | 0.01% | +22,457 | 新進 |
| Mutual of America Capital Management LLC | 22,931 | $13.4 萬 | 0.00% | −424−1.8% | 減碼 |
| Graham Capital Management, L.P. | 25,394 | $14.9 萬 | 0.01% | +25,394 | 新進 |
| Levin Capital Strategies, L.P. | 26,000 | $15.2 萬 | 0.02% | −12,000−31.6% | 減碼 |
| FMR LLC | 26,202 | $15.4 萬 | 0.00% | +24,026+1,104.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,225 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 29,514 | $17.3 萬 | 0.00% | +5,728+24.1% | 加碼 |
| SMH Capital Advisors Inc | 27,887 | $17.4 萬 | 1.03% | −6,863−19.7% | 減碼 |
| State of Wyoming | 31,141 | $18.2 萬 | 0.06% | +3,650+13.3% | 加碼 |
| Arizona State Retirement System | 31,840 | $18.7 萬 | 0.00% | +818+2.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 34,206 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 34,647 | $20.3 萬 | 0.00% | −30,872−47.1% | 減碼 |
| HSBC Holdings PLC | 36,113 | $20.9 萬 | 0.00% | −23,113−39.0% | 減碼 |
| Jump Financial, LLC | 35,900 | $21.0 萬 | 0.01% | +35,900 | 新進 |
| Oregon Public Employees Retirement Fund | 36,861 | $21.6 萬 | 0.00% | −100−0.3% | 減碼 |
| State of Tennessee, Treasury Department | 37,840 | $22.2 萬 | 0.00% | −6,863−15.4% | 減碼 |
| Walleye Trading LLC | 38,698 | $22.7 萬 | 0.01% | −1,883−4.6% | 減碼 |
| Engineers Gate Manager LP | 42,350 | $24.8 萬 | 0.01% | +42,350 | 新進 |
| Maryland State Retirement & Pension System | 44,842 | $26.3 萬 | 0.01% | −1,216−2.6% | 減碼 |
| American Century Companies Inc | 46,333 | $26.8 萬 | 0.00% | +16,789+56.8% | 加碼 |
| Janus Henderson Group PLC | 49,506 | $29.0 萬 | 0.00% | +26,596+116.1% | 加碼 |
| Louisiana State Employees Retirement System | 51,900 | $30.4 萬 | 0.01% | −1,000−1.9% | 減碼 |
| Amalgamated Bank | 53,926 | $31.6 萬 | 0.00% | −3,993−6.9% | 減碼 |
| Voya Investment Management LLC | 54,246 | $31.8 萬 | 0.00% | −985−1.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 54,428 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 55,743 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 62,637 | $36.7 萬 | 0.00% | −15,454−19.8% | 減碼 |
| Yousif Capital Management, LLC | 62,816 | $36.8 萬 | 0.00% | −7,555−10.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 63,883 | $37.4 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 64,700 | $37.9 萬 | 0.00% | −47,300−42.2% | 減碼 |
| SG Americas Securities, LLC | 66,339 | $38.9 萬 | 0.01% | +54,312+451.6% | 加碼 |
| New York State Common Retirement Fund | 67,888 | $39.8 萬 | 0.00% | −17,200−20.2% | 減碼 |
| Barclays PLC | 68,810 | $40.3 萬 | 0.00% | +8,207+13.5% | 加碼 |
| MetLife Investment Management | 71,998 | $42.2 萬 | 0.00% | +5,886+8.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 72,177 | $42.3 萬 | 0.00% | +40,280+126.3% | 加碼 |
| American International Group, Inc. | 72,800 | $42.7 萬 | 0.00% | +509+0.7% | 加碼 |
| Price T Rowe Associates Inc | 72,937 | $42.8 萬 | 0.00% | +2,785+4.0% | 加碼 |
| State of Alaska, Department of Revenue | 76,253 | $44.6 萬 | 0.01% | −1,286−1.7% | 減碼 |
| Citigroup Inc | 80,927 | $47.4 萬 | 0.00% | +4,366+5.7% | 加碼 |
| ExodusPoint Capital Management, LP | 83,861 | $49.1 萬 | 0.01% | +83,861 | 新進 |
| Advisor Group Holdings, Inc. | 86,785 | $50.9 萬 | 0.00% | +39,400+83.1% | 加碼 |
| Norges Bank | 87,466 | $51.3 萬 | 0.00% | 00.0% | 不變 |
| Texas Permanent School Fund | 99,862 | $58.5 萬 | 0.01% | +25,000+33.4% | 加碼 |
| Susquehanna International Group, LLP | 101,590 | $59.5 萬 | 0.00% | +75,160+284.4% | 加碼 |
| Great West Life Assurance Co | 103,771 | $60.7 萬 | 0.00% | −7,536−6.8% | 減碼 |
| Deutsche Bank AG | 104,708 | $61.4 萬 | 0.00% | +26,016+33.1% | 加碼 |
| Thrivent Financial for Lutherans | 110,352 | $64.7 萬 | 0.00% | −3,870−3.4% | 減碼 |
| Prudential Financial Inc | 110,509 | $64.8 萬 | 0.00% | −4,310−3.8% | 減碼 |
| Fisher Asset Management, LLC | 111,632 | $65.4 萬 | 0.00% | −1,200−1.1% | 減碼 |
| Envestnet Asset Management Inc | 117,875 | $69.1 萬 | 0.00% | +42,381+56.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 117,903 | $69.1 萬 | 0.01% | −1,271−1.1% | 減碼 |
| Alliancebernstein L.P. | 123,430 | $72.3 萬 | 0.00% | −20,134−14.0% | 減碼 |