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。
2024 年第 2 季 13F 持有人
WisdomTree, Inc. 在 2024/6/30 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
- 224
- 較 2024 年第 1 季 +21 家
- 持有股數
- 1.18 億
- 較 2024 年第 1 季 +399.9 萬 (+3.5%)
- 總市值
- $11.6 億
- 較 2024 年第 1 季 +$1.22 億 (+11.7%)
- 新進機構
- 46
- 另有 81 家加碼
- 清倉機構
- 25
- 另有 65 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 53,804 | $53.3 萬 | 0.02% | −26,395−32.9% | 減碼 |
| Alpha DNA Investment Management LLC | 52,827 | $52.4 萬 | 0.30% | +52,827 | 新進 |
| Jefferies Financial Group Inc. | 50,000 | $49.5 萬 | 0.01% | −36,600−42.3% | 減碼 |
| HighTower Advisors, LLC | 49,634 | $49.5 萬 | 0.00% | −38,144−43.5% | 減碼 |
| James Investment Research Inc | 48,905 | $48.5 萬 | 0.06% | +48,905 | 新進 |
| HSBC Holdings PLC | 47,546 | $46.7 萬 | 0.00% | +1,576+3.4% | 加碼 |
| UniSuper Management Pty Ltd | 46,024 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 44,943 | $44.5 萬 | 0.01% | −5,317−10.6% | 減碼 |
| Comerica Bank | 41,875 | $41.5 萬 | 0.00% | −4,744−10.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 41,116 | $40.7 萬 | 0.05% | +24,738+151.0% | 加碼 |
| Alps Advisors Inc | 40,615 | $40.2 萬 | 0.00% | −214−0.5% | 減碼 |
| Kennedy Capital Management, Inc. | 40,216 | $39.9 萬 | 0.01% | +1,359+3.5% | 加碼 |
| Legato Capital Management LLC | 40,105 | $39.7 萬 | 0.05% | 00.0% | 不變 |
| Capital Management Corp | 39,630 | $39.3 萬 | 0.08% | −582,820−93.6% | 減碼 |
| Maryland State Retirement & Pension System | 38,923 | $38.6 萬 | 0.01% | −1,210−3.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 38,612 | $38.3 萬 | 0.00% | +23,163+149.9% | 加碼 |
| MML Investors Services, LLC | 38,549 | $38.2 萬 | 0.00% | +38,549 | 新進 |
| Quantbot Technologies LP | 36,446 | $36.1 萬 | 0.02% | +36,446 | 新進 |
| Teachers Retirement System of the State of Kentucky | 36,163 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 35,037 | $34.7 萬 | 0.00% | +629+1.8% | 加碼 |
| Alberta Investment Management Corp | 34,634 | $34.3 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 34,009 | $33.7 萬 | 0.00% | +3,022+9.8% | 加碼 |
| NorthCrest Asset Manangement, LLC | 33,927 | $33.6 萬 | 0.01% | +33,927 | 新進 |
| Impact Partnership Wealth, LLC | 33,359 | $33.1 萬 | 0.09% | +27,775+497.4% | 加碼 |
| Simplex Trading, LLC | 32,975 | $32.6 萬 | 0.01% | +20,106+156.2% | 加碼 |
| Teacher Retirement System of Texas | 32,888 | $32.6 萬 | 0.00% | +20,273+160.7% | 加碼 |
| Oppenheimer & Co Inc | 32,500 | $32.2 萬 | 0.01% | +11,000+51.2% | 加碼 |
| Stifel Financial Corp | 32,186 | $31.9 萬 | 0.00% | +32,186 | 新進 |
| Keebeck Alpha, LP | 31,858 | $31.6 萬 | 0.23% | −10,717−25.2% | 減碼 |
| Wolverine Trading, LLC | 31,466 | $31.2 萬 | 0.01% | +1,777+6.0% | 加碼 |
| State of Wyoming | 31,305 | $31.0 萬 | 0.05% | −2,482−7.3% | 減碼 |
| Quadrature Capital Ltd | 31,050 | $30.8 萬 | 0.01% | −8,030−20.5% | 減碼 |
| Level Four Advisory Services, LLC | 30,689 | $30.4 萬 | 0.01% | +30,689 | 新進 |
| Prelude Capital Management, LLC | 30,583 | $30.3 萬 | 0.03% | −10,289−25.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 30,434 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 28,380 | $28.1 萬 | 0.00% | −9,304−24.7% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 28,000 | $27.7 萬 | 0.05% | −4,000−12.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,056 | $26.8 萬 | 0.01% | −2,500−8.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 26,712 | $26.5 萬 | 0.00% | +26,712 | 新進 |
| Truist Financial Corp | 26,187 | $26.0 萬 | 0.00% | +26,187 | 新進 |
| Amundi | 25,921 | $25.7 萬 | 0.00% | −64,677−71.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 25,703 | $25.5 萬 | 0.00% | +19,022+284.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 25,650 | $25.4 萬 | 0.00% | +16,656+185.2% | 加碼 |
| Squarepoint Ops LLC | 25,318 | $25.1 萬 | 0.00% | −171,044−87.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 25,219 | $25.0 萬 | 0.02% | +13,922+123.2% | 加碼 |
| Owen LaRue, LLC | 25,000 | $24.8 萬 | 0.15% | +25,000 | 新進 |
| GTS Securities LLC | 24,422 | $24.2 萬 | 0.01% | +24,422 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,056 | $23.8 萬 | 0.00% | +210+0.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 22,464 | $22.3 萬 | 0.00% | −6,761−23.1% | 減碼 |
| ProShare Advisors LLC | 20,724 | $20.5 萬 | 0.00% | −6,499−23.9% | 減碼 |
| Mackenzie Financial Corp | 20,681 | $20.5 萬 | 0.00% | −196−0.9% | 減碼 |
| Everence Capital Management Inc | 21,350 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 18,979 | $18.8 萬 | 0.00% | +625+3.4% | 加碼 |
| Mutual of America Capital Management LLC | 18,350 | $18.2 萬 | 0.00% | −673−3.5% | 減碼 |
| Tobam | 18,308 | $18.1 萬 | 0.03% | +18,308 | 新進 |
| SMH Capital Advisors Inc | 18,235 | $18.1 萬 | 0.55% | −1,643−8.3% | 減碼 |
| Pictet Asset Management Holding SA | 18,232 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 17,850 | $17.7 萬 | 0.01% | +186+1.1% | 加碼 |
| Petrus Trust Company, LTA | 17,000 | $16.8 萬 | 0.02% | +17,000 | 新進 |
| Bank of Montreal | 16,151 | $16.1 萬 | 0.00% | +740+4.8% | 加碼 |
| Royal Bank of Canada | 15,514 | $15.4 萬 | 0.00% | +8,412+118.4% | 加碼 |
| Los Angeles Capital Management LLC | 15,351 | $15.2 萬 | 0.00% | +15,351 | 新進 |
| Navellier & Associates Inc | 15,108 | $15.0 萬 | 0.02% | −60−0.4% | 減碼 |
| Quinn Opportunity Partners LLC | 14,185 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,137 | $14.0 萬 | 0.00% | +14,137 | 新進 |
| Ameritas Investment Partners, Inc. | 13,617 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Omers Administration Corp | 12,700 | $12.6 萬 | 0.00% | +12,700 | 新進 |
| Aquatic Capital Management LLC | 12,400 | $12.3 萬 | 0.00% | +12,400 | 新進 |
| Verition Fund Management LLC | 12,394 | $12.3 萬 | 0.00% | −473,538−97.4% | 減碼 |
| Algert Global LLC | 12,218 | $12.1 萬 | 0.00% | +12,218 | 新進 |
| Foundry Partners, LLC | 11,950 | $11.8 萬 | 0.01% | +11,950 | 新進 |
| Benjamin Edwards Inc | 11,616 | $11.5 萬 | 0.02% | +11,616 | 新進 |
| O'Shaughnessy Asset Management, LLC | 10,869 | $10.8 萬 | 0.00% | +10,869 | 新進 |
| Advisor Group Holdings, Inc. | 10,808 | $10.7 萬 | 0.00% | +1,914+21.5% | 加碼 |
| Miracle Mile Advisors, LLC | 10,093 | $10.0 萬 | 0.00% | +31+0.3% | 加碼 |
| Group One Trading, L.P. | 7,792 | $7.72 萬 | 0.00% | +7,792 | 新進 |
| KBC Group NV | 5,252 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 4,310 | $4.27 萬 | 0.00% | +4,216+4,485.1% | 加碼 |
| First Horizon Advisors, Inc. | 3,457 | $3.43 萬 | 0.00% | +463+15.5% | 加碼 |
| Gladius Capital Management LP | 3,249 | $3.22 萬 | 0.03% | +3,249 | 新進 |
| CWM, LLC | 2,746 | $2.70 萬 | 0.00% | +1,268+85.8% | 加碼 |
| Headlands Technologies LLC | 2,696 | $2.67 萬 | 0.00% | +2,696 | 新進 |
| Coppell Advisory Solutions LLC | 2,470 | $2.45 萬 | 0.00% | +2,470 | 新進 |
| Abich Financial Wealth Management LLC | 2,354 | $2.33 萬 | 0.02% | +1,480+169.3% | 加碼 |
| GAMMA Investing LLC | 2,293 | $2.27 萬 | 0.00% | +1,468+177.9% | 加碼 |
| Optiver Holding B.V. | 1,686 | $1.67 萬 | 0.00% | +1,686 | 新進 |
| Whittier Trust Co | 1,631 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,545 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,510 | $1.50 萬 | 0.00% | −4,207−73.6% | 減碼 |
| HM Payson & Co | 1,500 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,430 | $1.42 萬 | 0.00% | +1,000+232.6% | 加碼 |
| Manchester Capital Management LLC | 1,351 | $1.34 萬 | 0.00% | +1,351 | 新進 |
| Smartleaf Asset Management LLC | 1,320 | $1.31 萬 | 0.00% | +1,320 | 新進 |
| Proequities, Inc. | 1,283 | $1.27 萬 | 0.00% | +1,283 | 新進 |
| Wetzel Investment Advisors, Inc. | 1,200 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Macroview Investment Management LLC | 822 | $8,147 | 0.01% | +822 | 新進 |
| Russell Investments Group, Ltd. | 709 | $7,022 | 0.00% | +1+0.1% | 加碼 |
| Castleview Partners, LLC | 694 | $6,878 | 0.00% | +694 | 新進 |
| Quadrant Capital Group LLC | 676 | $6,700 | 0.00% | +159+30.8% | 加碼 |