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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 108,847 | $114.3 萬 | 0.15% | +8,044+8.0% | 加碼 |
| SRN Advisors, LLC | 106,000 | $111.3 萬 | 0.99% | +53,684+102.6% | 加碼 |
| Susquehanna International Group, LLP | 105,215 | $110.5 萬 | 0.00% | +86,895+474.3% | 加碼 |
| Creative Planning | 101,583 | $106.7 萬 | 0.00% | +101,583 | 新進 |
| Level Four Advisory Services, LLC | 98,807 | $103.7 萬 | 0.04% | +23,095+30.5% | 加碼 |
| Wakefield Asset Management LLLP | 98,320 | $103.2 萬 | 0.35% | −525−0.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 96,175 | $101.0 萬 | 0.02% | +96,175 | 新進 |
| Advisor Group Holdings, Inc. | 94,960 | $99.7 萬 | 0.00% | +49,623+109.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 93,269 | $97.9 萬 | 0.07% | +93,269 | 新進 |
| Thrivent Financial for Lutherans | 88,450 | $92.9 萬 | 0.00% | −5,023−5.4% | 減碼 |
| Franklin Resources Inc | 87,839 | $92.2 萬 | 0.00% | 00.0% | 不變 |
| Norges Bank | 87,466 | $91.8 萬 | 0.00% | 00.0% | 不變 |
| James Investment Research Inc | 86,446 | $90.8 萬 | 0.11% | +6,726+8.4% | 加碼 |
| Man Group plc | 86,392 | $90.7 萬 | 0.00% | +64,669+297.7% | 加碼 |
| Aquatic Capital Management LLC | 85,616 | $89.9 萬 | 0.02% | −11,184−11.6% | 減碼 |
| MetLife Investment Management | 84,305 | $88.5 萬 | 0.00% | +10,548+14.3% | 加碼 |
| XTX Topco Ltd | 81,545 | $85.6 萬 | 0.07% | +9,472+13.1% | 加碼 |
| Quest Partners LLC | 80,865 | $84.9 萬 | 0.11% | +43,177+114.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 79,343 | $83.3 萬 | 0.00% | +2,709+3.5% | 加碼 |
| Mackenzie Financial Corp | 77,764 | $81.7 萬 | 0.00% | +56,552+266.6% | 加碼 |
| M&T Bank Corp | 77,518 | $81.4 萬 | 0.00% | −29,060−27.3% | 減碼 |
| Point72 Asset Management, L.P. | 74,500 | $78.2 萬 | 0.00% | −118,524−61.4% | 減碼 |
| Truist Financial Corp | 73,579 | $77.3 萬 | 0.00% | +43,293+142.9% | 加碼 |
| Corebridge Financial, Inc. | 73,406 | $77.1 萬 | 0.00% | −5,879−7.4% | 減碼 |
| Jump Financial, LLC | 71,889 | $75.5 萬 | 0.02% | −83,341−53.7% | 減碼 |
| Main Management ETF Advisors, LLC | 71,200 | $74.8 萬 | 0.03% | −6,400−8.2% | 減碼 |
| Cetera Investment Advisers | 69,779 | $73.3 萬 | 0.00% | +13,237+23.4% | 加碼 |
| North Star Investment Management Corp. | 69,313 | $72.8 萬 | 0.05% | +35,000+102.0% | 加碼 |
| CoreCap Advisors, LLC | 66,954 | $70.3 萬 | 0.03% | +66,954 | 新進 |
| Oppenheimer & Co Inc | 66,691 | $70.0 萬 | 0.01% | +33,191+99.1% | 加碼 |
| SG Americas Securities, LLC | 66,552 | $69.9 萬 | 0.00% | +28,354+74.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 66,396 | $69.7 萬 | 0.00% | −3,112−4.5% | 減碼 |
| Nebula Research & Development LLC | 65,993 | $69.3 萬 | 0.08% | +50,713+331.9% | 加碼 |
| Illinois Municipal Retirement Fund | 65,395 | $68.7 萬 | 0.01% | +2,733+4.4% | 加碼 |
| State of Alaska, Department of Revenue | 65,034 | $68.2 萬 | 0.01% | −2,890−4.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 63,973 | $67.2 萬 | 0.00% | −37,067−36.7% | 減碼 |
| Algert Global LLC | 63,923 | $67.1 萬 | 0.02% | +63,923 | 新進 |
| Gsa Capital Partners LLP | 62,472 | $65.6 萬 | 0.05% | +29,165+87.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 60,613 | $63.6 萬 | 0.05% | +60,613 | 新進 |
| Point72 (DIFC) Ltd | 59,193 | $62.2 萬 | 0.06% | +13,568+29.7% | 加碼 |
| Amundi | 63,148 | $60.7 萬 | 0.00% | +34,323+119.1% | 加碼 |
| Louisiana State Employees Retirement System | 55,300 | $58.1 萬 | 0.01% | −2,200−3.8% | 減碼 |
| Twinbeech Capital LP | 54,479 | $57.2 萬 | 0.01% | +54,479 | 新進 |
| Intech Investment Management LLC | 54,268 | $57.0 萬 | 0.01% | +19,763+57.3% | 加碼 |
| Acadian Asset Management LLC | 49,496 | $51.9 萬 | 0.00% | +37,048+297.6% | 加碼 |
| Levin Capital Strategies, L.P. | 46,519 | $48.8 萬 | 0.05% | +11,129+31.4% | 加碼 |
| Yousif Capital Management, LLC | 43,745 | $45.9 萬 | 0.01% | −1,284−2.9% | 減碼 |
| Benjamin Edwards Inc | 42,881 | $45.0 萬 | 0.01% | +12,126+39.4% | 加碼 |
| Entropy Technologies, LP | 42,198 | $44.3 萬 | 0.05% | +42,198 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 41,753 | $43.8 萬 | 0.04% | +3,206+8.3% | 加碼 |
| ProShare Advisors LLC | 41,555 | $43.6 萬 | 0.00% | −15,857−27.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 41,426 | $43.5 萬 | 0.07% | −73,863−64.1% | 減碼 |
| Impact Partnership Wealth, LLC | 41,084 | $43.1 萬 | 0.09% | +6,617+19.2% | 加碼 |
| Comerica Bank | 40,372 | $42.4 萬 | 0.00% | −1,652−3.9% | 減碼 |
| Foundry Partners, LLC | 40,146 | $42.2 萬 | 0.02% | +26,296+189.9% | 加碼 |
| Maryland State Retirement & Pension System | 38,536 | $40.5 萬 | 0.01% | −1,659−4.1% | 減碼 |
| Tobam | 38,178 | $40.1 萬 | 0.12% | +14,473+61.1% | 加碼 |
| Alps Advisors Inc | 36,475 | $38.3 萬 | 0.00% | −500−1.4% | 減碼 |
| Militia Capital Partners, LP | 35,200 | $37.0 萬 | 0.17% | +35,200 | 新進 |
| Weiss Asset Management LP | 34,817 | $36.6 萬 | 0.01% | +34,817 | 新進 |
| Alberta Investment Management Corp | 34,634 | $36.4 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 34,266 | $36.0 萬 | 0.00% | −1,757−4.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 33,962 | $35.7 萬 | 0.01% | +35+0.1% | 加碼 |
| Arizona State Retirement System | 33,934 | $35.6 萬 | 0.00% | −1,038−3.0% | 減碼 |
| Aigen Investment Management, LP | 32,402 | $34.0 萬 | 0.06% | −24,758−43.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 32,105 | $33.7 萬 | 0.05% | −3,558−10.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,451 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 29,918 | $31.4 萬 | 0.00% | +29,918 | 新進 |
| EntryPoint Capital, LLC | 29,622 | $31.1 萬 | 0.13% | +1,870+6.7% | 加碼 |
| Park Avenue Securities LLC | 29,015 | $30.5 萬 | 0.00% | +18,495+175.8% | 加碼 |
| Crestline Management, LP | 29,017 | $30.5 萬 | 0.01% | +13,678+89.2% | 加碼 |
| Corton Capital Inc. | 28,985 | $30.4 萬 | 0.17% | +28,985 | 新進 |
| State of Tennessee, Treasury Department | 27,472 | $28.8 萬 | 0.00% | −1,203−4.2% | 減碼 |
| Petrus Trust Company, LTA | 27,327 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 26,956 | $28.3 萬 | 0.01% | −1,100−3.9% | 減碼 |
| Toth Financial Advisory Corp | 26,500 | $27.8 萬 | 0.03% | +26,500 | 新進 |
| Centiva Capital, LP | 26,466 | $27.8 萬 | 0.01% | +26,466 | 新進 |
| State of Wyoming | 25,980 | $27.3 萬 | 0.03% | −18,082−41.0% | 減碼 |
| Jain Global LLC | 25,111 | $26.4 萬 | 0.01% | +25,111 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,429 | $25.7 萬 | 0.00% | −1,013−4.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,923 | $25.1 萬 | 0.00% | −2,002−7.7% | 減碼 |
| Keebeck Alpha, LP | 22,778 | $23.9 萬 | 0.25% | −2,282−9.1% | 減碼 |
| KLP Kapitalforvaltning AS | 22,300 | $23.4 萬 | 0.00% | +22,300 | 新進 |
| Capital Management Corp | 22,200 | $23.3 萬 | 0.04% | 00.0% | 不變 |
| Everence Capital Management Inc | 21,350 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 20,895 | $21.9 萬 | 0.00% | +10,356+98.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,529 | $21.6 萬 | 0.00% | −1,935−8.6% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 20,334 | $21.4 萬 | 0.04% | +20,334 | 新進 |
| Bank of Montreal | 18,702 | $19.6 萬 | 0.00% | +1,951+11.6% | 加碼 |
| Pictet Asset Management Holding SA | 18,232 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 18,222 | $19.1 萬 | 0.02% | −6,838−27.3% | 減碼 |
| Bridgefront Capital, LLC | 17,825 | $18.7 萬 | 0.06% | −2,619−12.8% | 減碼 |
| Mutual of America Capital Management LLC | 17,334 | $18.2 萬 | 0.00% | −568−3.2% | 減碼 |
| SMH Capital Advisors Inc | 17,275 | $18.1 萬 | 0.44% | −122−0.7% | 減碼 |
| Group One Trading, L.P. | 17,193 | $18.1 萬 | 0.01% | +17,193 | 新進 |
| Pathstone Holdings, LLC | 17,150 | $18.0 萬 | 0.00% | −1,829−9.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 16,353 | $17.2 萬 | 0.00% | +16,353 | 新進 |
| Bayesian Capital Management, LP | 16,279 | $17.1 萬 | 0.02% | +16,279 | 新進 |
| Eqis Capital Management, Inc. | 15,839 | $16.6 萬 | 0.01% | −1,586−9.1% | 減碼 |
| Navellier & Associates Inc | 15,226 | $16.0 萬 | 0.02% | +1,556+11.4% | 加碼 |