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。
2025 年第 1 季 13F 持有人
WisdomTree, Inc. 在 2025/3/31 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
- 256
- 較 2024 年第 4 季 −12 家
- 持有股數
- 1.29 億
- 較 2024 年第 4 季 +61.3 萬 (+0.5%)
- 總市值
- $11.5 億
- 較 2024 年第 4 季 −$1.98 億 (−14.6%)
- 新進機構
- 33
- 另有 86 家加碼
- 清倉機構
- 45
- 另有 99 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,370,083 | $1.64 億 | 0.00% | −406,334−2.2% | 減碼 |
| Vanguard Group Inc | 14,752,247 | $1.32 億 | 0.00% | −217,766−1.5% | 減碼 |
| Azora Capital LP | 9,069,642 | $8,090 萬 | 5.49% | −1,506,982−14.2% | 減碼 |
| State Street Corp | 5,595,728 | $4,991 萬 | 0.00% | −233,695−4.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 4,640,285 | $4,139 萬 | 0.67% | −331,220−6.7% | 減碼 |
| Millennium Management LLC | 4,266,947 | $3,806 萬 | 0.04% | +2,235,413+110.0% | 加碼 |
| Simcoe Capital Management, LLC | 3,989,045 | $3,558 萬 | 6.39% | +3,989,045 | 新進 |
| Dimensional Fund Advisors LP | 3,757,364 | $3,351 萬 | 0.01% | −191,280−4.8% | 減碼 |
| Massachusetts Financial Services Co | 3,698,844 | $3,299 萬 | 0.01% | +13,746+0.4% | 加碼 |
| Invesco Ltd. | 3,511,669 | $3,132 萬 | 0.01% | −524,688−13.0% | 減碼 |
| Geode Capital Management, LLC | 2,867,330 | $2,558 萬 | 0.00% | −5,644−0.2% | 減碼 |
| Janus Henderson Group PLC | 2,611,233 | $2,340 萬 | 0.01% | +690,230+35.9% | 加碼 |
| Wellington Management Group LLP | 2,486,624 | $2,218 萬 | 0.00% | −520,582−17.3% | 減碼 |
| Morgan Stanley | 2,164,165 | $1,930 萬 | 0.00% | −51,960−2.3% | 減碼 |
| Victory Capital Management Inc | 2,079,613 | $1,855 萬 | 0.02% | −246,775−10.6% | 減碼 |
| Nuveen, LLC | 1,906,220 | $1,700 萬 | 0.01% | +1,906,220 | 新進 |
| Macquarie Group Ltd | 1,805,459 | $1,611 萬 | 0.02% | −8,525−0.5% | 減碼 |
| Two Sigma Advisers, LP | 1,643,100 | $1,466 萬 | 0.03% | +406,100+32.8% | 加碼 |
| Marshall Wace, LLP | 1,593,199 | $1,421 萬 | 0.02% | +1,329,183+503.4% | 加碼 |
| Two Sigma Investments, LP | 1,587,477 | $1,416 萬 | 0.03% | +87,106+5.8% | 加碼 |
| Qube Research & Technologies Ltd | 1,574,500 | $1,404 萬 | 0.02% | +171,048+12.2% | 加碼 |
| Voloridge Investment Management, LLC | 1,429,923 | $1,275 萬 | 0.05% | +235,635+19.7% | 加碼 |
| Northern Trust Corp | 1,376,501 | $1,228 萬 | 0.00% | −63,696−4.4% | 減碼 |
| FMR LLC | 1,363,665 | $1,216 萬 | 0.00% | +492,831+56.6% | 加碼 |
| Bank of New York Mellon Corp | 1,318,746 | $1,176 萬 | 0.00% | −790,022−37.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,265,283 | $1,129 萬 | 0.00% | −45,616−3.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 1,164,003 | $1,038 萬 | 0.14% | +176,816+17.9% | 加碼 |
| Goldman Sachs Group Inc | 1,053,350 | $939.6 萬 | 0.00% | −511,592−32.7% | 減碼 |
| Kornitzer Capital Management Inc | 970,830 | $866.0 萬 | 0.18% | +53,000+5.8% | 加碼 |
| Jane Street Group, LLC | 880,977 | $785.8 萬 | 0.01% | +683,656+346.5% | 加碼 |
| Price T Rowe Associates Inc | 825,202 | $736.2 萬 | 0.00% | −91,455−10.0% | 減碼 |
| Envestnet Asset Management Inc | 808,352 | $721.0 萬 | 0.00% | +273,626+51.2% | 加碼 |
| Principal Financial Group Inc | 743,700 | $663.4 萬 | 0.00% | +15,355+2.1% | 加碼 |
| Verition Fund Management LLC | 698,187 | $622.8 萬 | 0.04% | +565,768+427.3% | 加碼 |
| Renaissance Technologies LLC | 673,702 | $600.9 萬 | 0.01% | −510,305−43.1% | 減碼 |
| Citadel Advisors LLC | 663,520 | $591.9 萬 | 0.01% | −1,118,100−62.8% | 減碼 |
| UBS Group AG | 652,082 | $581.7 萬 | 0.00% | −22,196−3.3% | 減碼 |
| ExodusPoint Capital Management, LP | 607,872 | $542.2 萬 | 0.07% | −555,121−47.7% | 減碼 |
| Squarepoint Ops LLC | 591,744 | $527.8 萬 | 0.01% | −25,732−4.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 518,252 | $462.3 萬 | 0.02% | +238,977+85.6% | 加碼 |
| Voya Investment Management LLC | 497,432 | $443.7 萬 | 0.00% | +40,485+8.9% | 加碼 |
| Deutsche Bank AG | 483,099 | $430.9 萬 | 0.00% | +166,622+52.6% | 加碼 |
| UBS Asset Management Americas Inc | 456,990 | $407.6 萬 | 0.00% | +12,402+2.8% | 加碼 |
| Crawford Fund Management, LLC | 445,174 | $397.1 萬 | 2.62% | −114,700−20.5% | 減碼 |
| First Trust Advisors LP | 441,323 | $393.7 萬 | 0.00% | +76,185+20.9% | 加碼 |
| Foundry Partners, LLC | 438,947 | $391.5 萬 | 0.21% | +398,801+993.4% | 加碼 |
| Interval Partners, LP | 425,587 | $379.6 萬 | 0.13% | +425,587 | 新進 |
| Nordea Investment Management AB | 406,633 | $366.0 萬 | 0.00% | +15,425+3.9% | 加碼 |
| AQR Capital Management LLC | 401,952 | $358.5 萬 | 0.00% | −129,183−24.3% | 減碼 |
| American Century Companies Inc | 369,747 | $329.8 萬 | 0.00% | +37,343+11.2% | 加碼 |
| Rhumbline Advisers | 366,551 | $327.0 萬 | 0.00% | +988+0.3% | 加碼 |
| Winton Group Ltd | 364,741 | $325.3 萬 | 0.20% | +364,741 | 新進 |
| Public Sector Pension Investment Board | 362,931 | $323.7 萬 | 0.01% | +77,787+27.3% | 加碼 |
| JPMorgan Chase & Co | 356,187 | $317.7 萬 | 0.00% | −524,302−59.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 352,504 | $314.4 萬 | 0.00% | −361,506−50.6% | 減碼 |
| Legal & General Group Plc | 328,714 | $293.2 萬 | 0.00% | −14,703−4.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 312,540 | $278.8 萬 | 0.00% | +41,861+15.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 296,088 | $264.1 萬 | 0.02% | +181,888+159.3% | 加碼 |
| Graham Capital Management, L.P. | 279,422 | $249.2 萬 | 0.08% | +87,398+45.5% | 加碼 |
| Rothschild Investment LLC | 274,158 | $244.5 萬 | 0.16% | +29,395+12.0% | 加碼 |
| Ameriprise Financial Inc | 271,597 | $242.3 萬 | 0.00% | −81,653−23.1% | 減碼 |
| Bank of America Corp | 256,378 | $228.7 萬 | 0.00% | −57,481−18.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 245,716 | $219.1 萬 | 0.02% | +13,650+5.9% | 加碼 |
| Swiss National Bank | 226,400 | $201.9 萬 | 0.00% | −3,500−1.5% | 減碼 |
| Los Angeles Capital Management LLC | 225,867 | $201.5 萬 | 0.01% | −1010.0% | 減碼 |
| Barclays PLC | 225,540 | $201.2 萬 | 0.00% | −46,840−17.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 222,301 | $198.3 萬 | 0.00% | −500,285−69.2% | 減碼 |
| Wells Fargo & Company | 205,316 | $183.1 萬 | 0.00% | +12,448+6.5% | 加碼 |
| Horizon Kinetics Asset Management LLC | 201,093 | $179.4 萬 | 0.02% | −3,245−1.6% | 減碼 |
| New York State Teachers Retirement System | 194,252 | $173.3 萬 | 0.00% | −19,128−9.0% | 減碼 |
| Capital Management Corp | 190,370 | $169.8 萬 | 0.29% | +168,170+757.5% | 加碼 |
| Credit Agricole S A | 189,889 | $169.4 萬 | 0.01% | −128,689−40.4% | 減碼 |
| Quest Partners LLC | 188,765 | $168.4 萬 | 0.18% | +107,900+133.4% | 加碼 |
| Citigroup Inc | 179,090 | $159.7 萬 | 0.00% | −6,200−3.3% | 減碼 |
| Man Group plc | 177,462 | $158.3 萬 | 0.00% | +91,070+105.4% | 加碼 |
| Susquehanna International Group, LLP | 176,250 | $157.2 萬 | 0.00% | +71,035+67.5% | 加碼 |
| Tudor Investment Corp Et Al | 174,973 | $156.1 萬 | 0.01% | −70,352−28.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 164,104 | $146.4 萬 | 0.00% | +45,994+38.9% | 加碼 |
| XTX Topco Ltd | 154,068 | $137.4 萬 | 0.07% | +72,523+88.9% | 加碼 |
| Alliancebernstein L.P. | 144,228 | $128.7 萬 | 0.00% | −7,018−4.6% | 減碼 |
| Nebula Research & Development LLC | 141,132 | $125.9 萬 | 0.12% | +75,139+113.9% | 加碼 |
| MML Investors Services, LLC | 136,791 | $122.0 萬 | 0.00% | +9,580+7.5% | 加碼 |
| Caas Capital Management LP | 129,184 | $115.2 萬 | 0.55% | 00.0% | 不變 |
| Great West Life Assurance Co | 129,082 | $115.1 萬 | 0.00% | −12,254−8.7% | 減碼 |
| Globeflex Capital L P | 120,684 | $107.7 萬 | 0.10% | 00.0% | 不變 |
| Quantbot Technologies LP | 117,695 | $105.0 萬 | 0.03% | −145,761−55.3% | 減碼 |
| Prudential Financial Inc | 116,673 | $104.1 萬 | 0.00% | −10,760−8.4% | 減碼 |
| Stifel Financial Corp | 115,825 | $103.3 萬 | 0.00% | +1,420+1.2% | 加碼 |
| Creative Planning | 113,254 | $101.0 萬 | 0.00% | +11,671+11.5% | 加碼 |
| Fisher Asset Management, LLC | 111,636 | $99.6 萬 | 0.00% | +40.0% | 加碼 |
| Engineers Gate Manager LP | 111,605 | $99.6 萬 | 0.02% | −16,637−13.0% | 減碼 |
| California State Teachers Retirement System | 110,954 | $99.0 萬 | 0.00% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 105,601 | $94.2 萬 | 0.04% | +105,601 | 新進 |
| Integrated Quantitative Investments LLC | 105,580 | $94.2 萬 | 0.46% | −18,308−14.8% | 減碼 |
| Level Four Advisory Services, LLC | 100,084 | $89.3 萬 | 0.04% | +1,277+1.3% | 加碼 |
| Kennedy Capital Management, Inc. | 95,547 | $85.2 萬 | 0.02% | −449,958−82.5% | 減碼 |
| Algert Global LLC | 92,233 | $82.3 萬 | 0.02% | +28,310+44.3% | 加碼 |
| Cetera Investment Advisers | 90,503 | $80.7 萬 | 0.00% | +20,724+29.7% | 加碼 |
| Gabelli Funds LLC | 90,000 | $80.3 萬 | 0.01% | −19,717−18.0% | 減碼 |
| Norges Bank | 87,466 | $78.0 萬 | 0.00% | 00.0% | 不變 |