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 4 季 13F 持有人
WisdomTree, Inc. 在 2024/12/31 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
- 271
- 較 2024 年第 3 季 +40 家
- 持有股數
- 1.31 億
- 較 2024 年第 3 季 +754.7 萬 (+6.1%)
- 總市值
- $13.7 億
- 較 2024 年第 3 季 +$1.42 億 (+11.5%)
- 新進機構
- 56
- 另有 113 家加碼
- 清倉機構
- 16
- 另有 69 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,776,417 | $1.97 億 | 0.00% | −326,382−1.7% | 減碼 |
| Vanguard Group Inc | 14,970,013 | $1.57 億 | 0.00% | −634,829−4.1% | 減碼 |
| Azora Capital LP | 10,576,624 | $1.11 億 | 4.99% | −32,953−0.3% | 減碼 |
| State Street Corp | 5,829,423 | $6,121 萬 | 0.00% | +150,518+2.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 4,971,505 | $5,220 萬 | 0.70% | −2,088,207−29.6% | 減碼 |
| Invesco Ltd. | 4,036,357 | $4,238 萬 | 0.01% | −131,466−3.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,948,644 | $4,146 萬 | 0.01% | −141,841−3.5% | 減碼 |
| Massachusetts Financial Services Co | 3,685,098 | $3,869 萬 | 0.01% | −837,274−18.5% | 減碼 |
| Wellington Management Group LLP | 3,007,206 | $3,158 萬 | 0.01% | −1,367,489−31.3% | 減碼 |
| Geode Capital Management, LLC | 2,872,974 | $3,017 萬 | 0.00% | −41,077−1.4% | 減碼 |
| Victory Capital Management Inc | 2,326,388 | $2,443 萬 | 0.02% | −6,374−0.3% | 減碼 |
| Morgan Stanley | 2,216,125 | $2,327 萬 | 0.00% | +546,123+32.7% | 加碼 |
| Bank of New York Mellon Corp | 2,108,768 | $2,214 萬 | 0.00% | −490,769−18.9% | 減碼 |
| Millennium Management LLC | 2,031,534 | $2,133 萬 | 0.02% | +1,710,409+532.6% | 加碼 |
| Janus Henderson Group PLC | 1,921,003 | $2,017 萬 | 0.01% | −105,234−5.2% | 減碼 |
| Macquarie Group Ltd | 1,813,984 | $1,905 萬 | 0.02% | −7,754−0.4% | 減碼 |
| Citadel Advisors LLC | 1,781,620 | $1,871 萬 | 0.02% | +939,499+111.6% | 加碼 |
| Goldman Sachs Group Inc | 1,564,942 | $1,643 萬 | 0.00% | +1,050,106+204.0% | 加碼 |
| Two Sigma Investments, LP | 1,500,371 | $1,575 萬 | 0.04% | +142,226+10.5% | 加碼 |
| Northern Trust Corp | 1,440,197 | $1,512 萬 | 0.00% | +15,489+1.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,403,452 | $1,474 萬 | 0.02% | +1,169,507+499.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,310,899 | $1,376 萬 | 0.00% | +119,762+10.1% | 加碼 |
| Nuveen Asset Management, LLC | 1,270,963 | $1,335 萬 | 0.00% | +741,134+139.9% | 加碼 |
| Two Sigma Advisers, LP | 1,237,000 | $1,299 萬 | 0.03% | +334,400+37.0% | 加碼 |
| Voloridge Investment Management, LLC | 1,194,288 | $1,254 萬 | 0.04% | +243,589+25.6% | 加碼 |
| Renaissance Technologies LLC | 1,184,007 | $1,243 萬 | 0.02% | −328,072−21.7% | 減碼 |
| ExodusPoint Capital Management, LP | 1,162,993 | $1,221 萬 | 0.13% | +651,121+127.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 987,187 | $1,037 萬 | 0.17% | +366,303+59.0% | 加碼 |
| Kornitzer Capital Management Inc | 917,830 | $963.7 萬 | 0.19% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 916,657 | $962.5 萬 | 0.00% | +265,687+40.8% | 加碼 |
| JPMorgan Chase & Co | 880,489 | $924.5 萬 | 0.00% | +538,385+157.4% | 加碼 |
| FMR LLC | 870,834 | $914.4 萬 | 0.00% | −1,988,239−69.5% | 減碼 |
| Principal Financial Group Inc | 728,345 | $764.8 萬 | 0.00% | +19,503+2.8% | 加碼 |
| Nicholas Investment Partners, LP | 726,427 | $762.7 萬 | 0.67% | +31,446+4.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 722,586 | $758.7 萬 | 0.01% | +472,505+188.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 714,010 | $749.7 萬 | 0.01% | +558,392+358.8% | 加碼 |
| UBS Group AG | 674,278 | $708.0 萬 | 0.00% | +405,876+151.2% | 加碼 |
| Squarepoint Ops LLC | 617,476 | $648.3 萬 | 0.02% | +316,223+105.0% | 加碼 |
| Phase 2 Partners, LLC | 591,129 | $620.7 萬 | 4.66% | −41,384−6.5% | 減碼 |
| Crawford Fund Management, LLC | 559,874 | $587.9 萬 | 3.94% | +60,000+12.0% | 加碼 |
| Kennedy Capital Management, Inc. | 545,505 | $572.8 萬 | 0.13% | +239,939+78.5% | 加碼 |
| Envestnet Asset Management Inc | 534,726 | $561.5 萬 | 0.00% | +335,636+168.6% | 加碼 |
| AQR Capital Management LLC | 531,135 | $557.7 萬 | 0.01% | −108,005−16.9% | 減碼 |
| Edgestream Partners, L.P. | 468,117 | $491.5 萬 | 0.21% | +389,945+498.8% | 加碼 |
| Toroso Investments, LLC | 458,923 | $481.9 萬 | 0.04% | +16,161+3.7% | 加碼 |
| Voya Investment Management LLC | 456,947 | $479.8 萬 | 0.00% | −45,493−9.1% | 減碼 |
| UBS Asset Management Americas Inc | 444,588 | $466.8 萬 | 0.00% | +32,509+7.9% | 加碼 |
| Danske Bank A/S | 438,490 | $460.4 萬 | 0.01% | +438,490 | 新進 |
| Balyasny Asset Management LLC | 418,424 | $439.3 萬 | 0.01% | +11,001+2.7% | 加碼 |
| Raymond James Financial Inc | 405,946 | $426.2 萬 | 0.00% | +405,946 | 新進 |
| Nordea Investment Management AB | 391,208 | $410.0 萬 | 0.00% | +9,912+2.6% | 加碼 |
| Rhumbline Advisers | 365,563 | $383.8 萬 | 0.00% | −7,443−2.0% | 減碼 |
| First Trust Advisors LP | 365,138 | $383.4 萬 | 0.00% | −135,151−27.0% | 減碼 |
| Ameriprise Financial Inc | 353,250 | $370.9 萬 | 0.00% | +34,670+10.9% | 加碼 |
| Legal & General Group Plc | 343,417 | $360.6 萬 | 0.00% | +6,114+1.8% | 加碼 |
| American Century Companies Inc | 332,404 | $349.0 萬 | 0.00% | +41,737+14.4% | 加碼 |
| Credit Agricole S A | 318,578 | $334.5 萬 | 0.01% | +213,774+204.0% | 加碼 |
| Deutsche Bank AG | 316,477 | $332.3 萬 | 0.00% | +39,434+14.2% | 加碼 |
| Bank of America Corp | 313,859 | $329.6 萬 | 0.00% | +151,926+93.8% | 加碼 |
| Public Sector Pension Investment Board | 285,144 | $299.4 萬 | 0.01% | +32,576+12.9% | 加碼 |
| HRT Financial LP | 282,699 | $296.8 萬 | 0.02% | +282,699 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 279,275 | $293.2 萬 | 0.01% | +279,275 | 新進 |
| Barclays PLC | 272,380 | $286.0 萬 | 0.00% | +3,712+1.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 270,679 | $284.2 萬 | 0.00% | +270,679 | 新進 |
| Marshall Wace, LLP | 264,016 | $277.2 萬 | 0.00% | −109,928−29.4% | 減碼 |
| Quantbot Technologies LP | 263,456 | $276.6 萬 | 0.10% | +13,439+5.4% | 加碼 |
| Trexquant Investment LP | 257,523 | $270.4 萬 | 0.03% | +257,523 | 新進 |
| Tudor Investment Corp Et Al | 245,325 | $257.6 萬 | 0.03% | +245,325 | 新進 |
| Rothschild Investment LLC | 244,763 | $257.0 萬 | 0.17% | +16,602+7.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 232,066 | $243.7 萬 | 0.02% | −17,183−6.9% | 減碼 |
| Swiss National Bank | 229,900 | $241.4 萬 | 0.00% | −9,000−3.8% | 減碼 |
| Los Angeles Capital Management LLC | 225,968 | $237.3 萬 | 0.01% | +193,207+589.7% | 加碼 |
| New York State Teachers Retirement System | 213,380 | $224.0 萬 | 0.00% | +175+0.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 204,338 | $214.6 萬 | 0.03% | −1,964−1.0% | 減碼 |
| Jane Street Group, LLC | 197,321 | $207.2 萬 | 0.00% | +109,062+123.6% | 加碼 |
| Wells Fargo & Company | 192,868 | $202.5 萬 | 0.00% | +28,497+17.3% | 加碼 |
| Graham Capital Management, L.P. | 192,024 | $201.6 萬 | 0.06% | +83,243+76.5% | 加碼 |
| Citigroup Inc | 185,290 | $194.6 萬 | 0.00% | −4,726−2.5% | 減碼 |
| Canada Pension Plan Investment Board | 176,400 | $185.2 萬 | 0.00% | +176,400 | 新進 |
| Caitlin John, LLC | 176,052 | $184.9 萬 | 1.26% | +4,936+2.9% | 加碼 |
| Jackson Creek Investment Advisors LLC | 175,681 | $184.5 萬 | 0.56% | −5,458−3.0% | 減碼 |
| New York State Common Retirement Fund | 161,193 | $169.3 萬 | 0.00% | +4,800+3.1% | 加碼 |
| Alliancebernstein L.P. | 151,246 | $158.8 萬 | 0.00% | +360.0% | 加碼 |
| Options Solutions, LLC | 142,369 | $149.5 萬 | 0.67% | +15,490+12.2% | 加碼 |
| Great West Life Assurance Co | 141,336 | $148.3 萬 | 0.00% | −11,358−7.4% | 減碼 |
| State of Wisconsin Investment Board | 137,833 | $144.7 萬 | 0.00% | +22,550+19.6% | 加碼 |
| Verition Fund Management LLC | 132,419 | $139.0 萬 | 0.01% | +89,867+211.2% | 加碼 |
| Caas Capital Management LP | 129,184 | $135.6 萬 | 1.12% | +54,863+73.8% | 加碼 |
| Engineers Gate Manager LP | 128,242 | $134.7 萬 | 0.02% | +39,862+45.1% | 加碼 |
| Prudential Financial Inc | 127,433 | $133.8 萬 | 0.00% | −12,700−9.1% | 減碼 |
| MML Investors Services, LLC | 127,211 | $133.6 萬 | 0.00% | +82,165+182.4% | 加碼 |
| Integrated Quantitative Investments LLC | 123,888 | $130.1 萬 | 0.64% | +123,888 | 新進 |
| Globeflex Capital L P | 120,684 | $126.7 萬 | 0.11% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,110 | $124.0 萬 | 0.00% | −94,315−44.4% | 減碼 |
| Stifel Financial Corp | 114,405 | $120.1 萬 | 0.00% | +35,397+44.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 114,200 | $119.9 萬 | 0.01% | +88,400+342.6% | 加碼 |
| HSBC Holdings PLC | 112,295 | $117.8 萬 | 0.00% | +77,489+222.6% | 加碼 |
| Fisher Asset Management, LLC | 111,632 | $117.2 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 110,954 | $116.5 萬 | 0.00% | −5,293−4.6% | 減碼 |
| Gabelli Funds LLC | 109,717 | $115.2 萬 | 0.01% | +89,717+448.6% | 加碼 |