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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $48 | 0.00% | +3 | 新進 |
| IFP Advisors, Inc | 18 | $161 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 20 | $179 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 21 | $188 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 34 | $303 | 0.00% | −238−87.5% | 減碼 |
| True Wealth Design, LLC | 37 | $331 | 0.00% | +32+640.0% | 加碼 |
| Stephens Consulting, LLC | 40 | $357 | 0.00% | +40 | 新進 |
| Northwestern Mutual Wealth Management Co | 61 | $544 | 0.00% | −1,545−96.2% | 減碼 |
| SRS Capital Advisors, Inc. | 74 | $661 | 0.00% | +74 | 新進 |
| Farmers & Merchants Investments Inc | 90 | $803 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 106 | $946 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 120 | $1,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 162 | $1,000 | 0.00% | +148+1,057.1% | 加碼 |
| Larson Financial Group LLC | 133 | $1,187 | 0.00% | +133 | 新進 |
| Sterling Capital Management LLC | 138 | $1,231 | 0.00% | −3−2.1% | 減碼 |
| Boston Private Wealth LLC | 142 | $1,267 | 0.00% | +142 | 新進 |
| Nisa Investment Advisors, LLC | 150 | $1,338 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 181 | $1,676 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 201 | $1,793 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 244 | $2,176 | 0.00% | +148+154.2% | 加碼 |
| Bessemer Group Inc | 292 | $3,000 | 0.00% | +52+21.7% | 加碼 |
| Fifth Third Bancorp | 382 | $3,407 | 0.00% | +246+180.9% | 加碼 |
| Allworth Financial LP | 400 | $3,460 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 400 | $3,568 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 418 | $3,729 | 0.00% | +418 | 新進 |
| Skopos Labs, Inc. | 507 | $4,523 | 0.00% | +505+25,250.0% | 加碼 |
| Quadrant Capital Group LLC | 517 | $4,612 | 0.00% | −159−23.5% | 減碼 |
| Farther Finance Advisors, LLC | 576 | $5,242 | 0.00% | +53+10.1% | 加碼 |
| Adirondack Trust Co | 600 | $5,352 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 880 | $7,850 | 0.00% | +528+150.0% | 加碼 |
| Coldstream Capital Management Inc | 1,001 | $8,929 | 0.00% | +1,001 | 新進 |
| ORG Partners LLC | 1,000 | $9,100 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1,351 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 1,500 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,631 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 2,045 | $1.82 萬 | 0.00% | −2,660−56.5% | 減碼 |
| First Horizon Advisors, Inc. | 2,385 | $2.13 萬 | 0.00% | −894−27.3% | 減碼 |
| Headlands Technologies LLC | 2,413 | $2.15 萬 | 0.00% | +2,292+1,894.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,430 | $2.17 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 2,694 | $2.40 萬 | 0.00% | +2,694 | 新進 |
| CWM, LLC | 3,011 | $2.70 萬 | 0.00% | −1,710−36.2% | 減碼 |
| Smartleaf Asset Management LLC | 3,792 | $3.40 萬 | 0.00% | −10.0% | 減碼 |
| Byrne Asset Management LLC | 3,852 | $3.44 萬 | 0.03% | +2,052+114.0% | 加碼 |
| GAMMA Investing LLC | 4,529 | $4.04 萬 | 0.00% | −344−7.1% | 減碼 |
| Versant Capital Management, Inc | 5,263 | $4.69 萬 | 0.01% | +3,981+310.5% | 加碼 |
| State of Wyoming | 5,312 | $4.74 萬 | 0.01% | −20,668−79.6% | 減碼 |
| Stonebridge Financial Group, LLC | 5,713 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 5,944 | $5.30 萬 | 0.01% | +3,145+112.4% | 加碼 |
| Russell Investments Group, Ltd. | 6,986 | $6.23 萬 | 0.00% | +6,172+758.2% | 加碼 |
| KBC Group NV | 7,792 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,342 | $8.33 萬 | 0.00% | −11,553−55.3% | 減碼 |
| Xponance, Inc. | 10,078 | $8.99 萬 | 0.00% | +35+0.3% | 加碼 |
| Miracle Mile Advisors, LLC | 10,184 | $9.08 萬 | 0.00% | +33+0.3% | 加碼 |
| Allianz Asset Management GmbH | 10,300 | $9.19 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 10,508 | $9.37 萬 | 0.00% | +10,508 | 新進 |
| Catalyst Funds Management Pty Ltd | 10,800 | $9.63 萬 | 0.03% | +10,800 | 新進 |
| Corton Capital Inc. | 10,829 | $9.66 萬 | 0.32% | −18,156−62.6% | 減碼 |
| Austin Private Wealth, LLC | 10,876 | $9.70 萬 | 0.01% | +10,876 | 新進 |
| Cooper Financial Group | 11,378 | $10.1 萬 | 0.01% | +797+7.5% | 加碼 |
| Quantinno Capital Management LP | 11,675 | $10.4 萬 | 0.00% | +11,675 | 新進 |
| SEI Investments Co | 11,796 | $10.5 萬 | 0.00% | +723+6.5% | 加碼 |
| JGP Wealth Management, LLC | 11,828 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 12,436 | $11.1 萬 | 0.02% | +12,436 | 新進 |
| Polymer Capital Management (US) LLC | 13,018 | $11.6 萬 | 0.04% | +13,018 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 13,022 | $11.7 萬 | 0.00% | +13,022 | 新進 |
| Bayesian Capital Management, LP | 13,500 | $12.0 萬 | 0.02% | −2,779−17.1% | 減碼 |
| Impact Partnership Wealth, LLC | 13,589 | $12.1 萬 | 0.03% | −27,495−66.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,617 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Jain Global LLC | 14,019 | $12.5 萬 | 0.00% | −11,092−44.2% | 減碼 |
| Navellier & Associates Inc | 14,058 | $12.9 萬 | 0.02% | −1,168−7.7% | 減碼 |
| Principal Securities, Inc. | 12,858 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 15,482 | $13.8 萬 | 0.00% | +15,482 | 新進 |
| Mariner, LLC | 15,525 | $13.8 萬 | 0.00% | +15,525 | 新進 |
| Mutual of America Capital Management LLC | 16,664 | $14.9 萬 | 0.00% | −670−3.9% | 減碼 |
| Teacher Retirement System of Texas | 17,088 | $15.2 萬 | 0.00% | +17,088 | 新進 |
| SMH Capital Advisors Inc | 17,661 | $15.8 萬 | 0.37% | +386+2.2% | 加碼 |
| Eqis Capital Management, Inc. | 18,043 | $16.1 萬 | 0.01% | +2,204+13.9% | 加碼 |
| PharVision Advisers, LLC | 18,095 | $16.1 萬 | 0.22% | +6,241+52.6% | 加碼 |
| Pictet Asset Management Holding SA | 18,232 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 18,433 | $16.4 萬 | 0.08% | −11,189−37.8% | 減碼 |
| Raymond James Financial Inc | 18,677 | $16.7 萬 | 0.00% | −387,269−95.4% | 減碼 |
| Pathstone Holdings, LLC | 18,754 | $16.7 萬 | 0.00% | +1,604+9.4% | 加碼 |
| Dark Forest Capital Management LP | 20,008 | $17.8 萬 | 0.01% | +9,677+93.7% | 加碼 |
| HSBC Holdings PLC | 19,858 | $17.9 萬 | 0.00% | −92,437−82.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 20,171 | $18.0 萬 | 0.00% | −3,752−15.7% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 20,334 | $18.1 萬 | 0.04% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 20,529 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Freestone Grove Partners LP | 20,647 | $18.4 萬 | 0.00% | +20,647 | 新進 |
| Entropy Technologies, LP | 20,800 | $18.6 萬 | 0.02% | −21,398−50.7% | 減碼 |
| Everence Capital Management Inc | 21,350 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 21,318 | $19.0 萬 | 0.01% | +21,318 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,030 | $19.7 萬 | 0.00% | +22,030 | 新進 |
| KLP Kapitalforvaltning AS | 22,300 | $19.9 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 22,757 | $20.3 萬 | 0.00% | +4,055+21.7% | 加碼 |
| Prelude Capital Management, LLC | 23,484 | $20.9 萬 | 0.02% | +5,262+28.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,417 | $21.8 萬 | 0.00% | −6,034−19.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 26,256 | $23.4 萬 | 0.00% | −700−2.6% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 26,719 | $23.8 萬 | 0.00% | +26,719 | 新進 |
| Point72 Asset Management, L.P. | 26,906 | $24.0 萬 | 0.00% | −47,594−63.9% | 減碼 |
| Petrus Trust Company, LTA | 27,327 | $24.4 萬 | 0.02% | 00.0% | 不變 |