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 2 季 13F 持有人
WisdomTree, Inc. 在 2025/6/30 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
- 247
- 較 2025 年第 1 季 −5 家
- 持有股數
- 1.29 億
- 較 2025 年第 1 季 +27.4 萬 (+0.2%)
- 總市值
- $14.8 億
- 較 2025 年第 1 季 +$3.36 億 (+29.3%)
- 新進機構
- 34
- 另有 104 家加碼
- 清倉機構
- 39
- 另有 90 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 2 | $27 | 0.00% | +2 | 新進 |
| Ameritas Advisory Services, LLC | 9 | $109 | 0.00% | +9 | 新進 |
| Larson Financial Group LLC | 14 | $161 | 0.00% | −119−89.5% | 減碼 |
| Abound Wealth Management | 18 | $208 | 0.00% | −2−10.0% | 減碼 |
| National Bank of Canada | 53 | $609 | 0.00% | +53 | 新進 |
| True Wealth Design, LLC | 54 | $622 | 0.00% | +17+45.9% | 加碼 |
| Essential Partners LLC | 55 | $633 | 0.00% | +55 | 新進 |
| Jones Financial Companies LLLP | 68 | $777 | 0.00% | +68 | 新進 |
| Koesten, Hirschmann & Crabtree, INC. | 70 | $806 | 0.00% | +70 | 新進 |
| Atlantic Trust, LLC | 84 | $967 | 0.00% | +84 | 新進 |
| Picton Mahoney Asset Management | 120 | $1,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 90 | $1,036 | 0.00% | 00.0% | 不變 |
| Quarry LP | 124 | $1,427 | 0.00% | −5,820−97.9% | 減碼 |
| Huntington National Bank | 145 | $1,731 | 0.00% | −36−19.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 163 | $1,876 | 0.00% | +163 | 新進 |
| Farther Finance Advisors, LLC | 164 | $1,888 | 0.00% | −412−71.5% | 減碼 |
| IFP Advisors, Inc | 169 | $1,945 | 0.00% | +151+838.9% | 加碼 |
| Covestor Ltd | 135 | $2,000 | 0.00% | −27−16.7% | 減碼 |
| Whipplewood Advisors, LLC | 180 | $2,072 | 0.00% | +180 | 新進 |
| Elequin Capital LP | 188 | $2,164 | 0.00% | +188 | 新進 |
| Fifth Third Bancorp | 211 | $2,429 | 0.00% | −171−44.8% | 減碼 |
| Massmutual Trust Co FSB | 235 | $2,705 | 0.00% | +129+121.7% | 加碼 |
| MAI Capital Management | 236 | $2,717 | 0.00% | +35+17.4% | 加碼 |
| Parkside Financial Bank & Trust | 241 | $2,775 | 0.00% | +220+1,047.6% | 加碼 |
| Sterling Capital Management LLC | 291 | $3,349 | 0.00% | +153+110.9% | 加碼 |
| Hantz Financial Services, Inc. | 356 | $4,000 | 0.00% | +356 | 新進 |
| Clearstead Advisors, LLC | 398 | $4,581 | 0.00% | +398 | 新進 |
| Ronald Blue Trust, Inc. | 400 | $4,604 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 420 | $4,834 | 0.00% | +2+0.5% | 加碼 |
| Bessemer Group Inc | 454 | $5,000 | 0.00% | +162+55.5% | 加碼 |
| Allworth Financial LP | 437 | $5,030 | 0.00% | +37+9.3% | 加碼 |
| Skopos Labs, Inc. | 471 | $5,422 | 0.00% | −36−7.1% | 減碼 |
| HM Payson & Co | 500 | $5,755 | 0.00% | −1,000−66.7% | 減碼 |
| Group One Trading, L.P. | 555 | $6,388 | 0.00% | +555 | 新進 |
| Adirondack Trust Co | 600 | $6,906 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 717 | $8,253 | 0.00% | +683+2,008.8% | 加碼 |
| SBI Securities Co., Ltd. | 887 | $1.02 萬 | 0.00% | +7+0.8% | 加碼 |
| ORG Partners LLC | 1,000 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,277 | $1.50 萬 | 0.00% | +1,277 | 新進 |
| Nisa Investment Advisors, LLC | 1,322 | $1.52 萬 | 0.00% | +1,172+781.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,338 | $1.54 萬 | 0.00% | +1,094+448.4% | 加碼 |
| Manchester Capital Management LLC | 1,351 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 1,464 | $1.69 萬 | 0.00% | −581−28.4% | 減碼 |
| Whittier Trust Co | 1,631 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 2,300 | $2.65 萬 | 0.00% | −394−14.6% | 減碼 |
| Smartleaf Asset Management LLC | 2,448 | $2.80 萬 | 0.00% | −1,344−35.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,565 | $2.95 萬 | 0.00% | +135+5.6% | 加碼 |
| First Horizon Advisors, Inc. | 2,578 | $2.97 萬 | 0.00% | +193+8.1% | 加碼 |
| SRS Capital Advisors, Inc. | 3,743 | $4.31 萬 | 0.00% | +3,669+4,958.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,008 | $4.61 萬 | 0.01% | +4,008 | 新進 |
| GAMMA Investing LLC | 4,380 | $5.04 萬 | 0.00% | −149−3.3% | 減碼 |
| KBC Group NV | 4,511 | $5.20 萬 | 0.00% | −3,281−42.1% | 減碼 |
| Traub Capital Management LLC | 5,000 | $5.75 萬 | 0.05% | +5,000 | 新進 |
| Versant Capital Management, Inc | 5,570 | $6.41 萬 | 0.01% | +307+5.8% | 加碼 |
| Russell Investments Group, Ltd. | 7,068 | $8.14 萬 | 0.00% | +82+1.2% | 加碼 |
| Sowell Financial Services LLC | 10,414 | $12.0 萬 | 0.00% | +10,414 | 新進 |
| Wolverine Trading, LLC | 10,592 | $12.1 萬 | 0.00% | +10,592 | 新進 |
| Sherbrooke Park Advisers LLC | 10,923 | $12.6 萬 | 0.05% | +10,923 | 新進 |
| JustInvest LLC | 11,152 | $12.8 萬 | 0.00% | +11,152 | 新進 |
| Austin Private Wealth, LLC | 11,244 | $12.9 萬 | 0.01% | +368+3.4% | 加碼 |
| Avantax Advisory Services, Inc. | 11,662 | $13.4 萬 | 0.00% | +11,662 | 新進 |
| JGP Wealth Management, LLC | 11,828 | $13.6 萬 | 0.02% | 00.0% | 不變 |
| Cooper Financial Group | 11,983 | $13.8 萬 | 0.02% | +605+5.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 12,290 | $14.1 萬 | 0.00% | −1,327−9.7% | 減碼 |
| CWM, LLC | 12,429 | $14.3 萬 | 0.00% | +9,418+312.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,588 | $14.7 萬 | 0.00% | −434−3.3% | 減碼 |
| SCS Capital Management LLC | 13,000 | $15.0 萬 | 0.00% | +13,000 | 新進 |
| Personal Cfo Solutions, LLC | 13,422 | $15.4 萬 | 0.03% | +986+7.9% | 加碼 |
| Impact Partnership Wealth, LLC | 13,531 | $15.6 萬 | 0.03% | −58−0.4% | 減碼 |
| Entropy Technologies, LP | 13,600 | $15.7 萬 | 0.01% | −7,200−34.6% | 減碼 |
| Kestra Advisory Services, LLC | 13,768 | $15.8 萬 | 0.00% | +13,768 | 新進 |
| Navellier & Associates Inc | 14,058 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Corp | 14,831 | $17.1 萬 | 0.00% | −14,965−50.2% | 減碼 |
| Mutual of America Capital Management LLC | 14,886 | $17.1 萬 | 0.00% | −1,778−10.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,625 | $18.0 萬 | 0.00% | +6,283+67.3% | 加碼 |
| Aigen Investment Management, LP | 15,696 | $18.1 萬 | 0.02% | −28,770−64.7% | 減碼 |
| Stonebridge Wealth Management, LLC | 16,140 | $18.6 萬 | 0.18% | +16,140 | 新進 |
| HSBC Holdings PLC | 16,153 | $18.6 萬 | 0.00% | −3,705−18.7% | 減碼 |
| Neuberger Berman Group LLC | 16,186 | $18.6 萬 | 0.00% | +704+4.5% | 加碼 |
| Mariner, LLC | 16,539 | $19.0 萬 | 0.00% | +1,014+6.5% | 加碼 |
| SMH Capital Advisors Inc | 16,893 | $19.4 萬 | 0.44% | −768−4.3% | 減碼 |
| Eqis Capital Management, Inc. | 17,426 | $20.1 萬 | 0.02% | −617−3.4% | 減碼 |
| State of Wyoming | 17,499 | $20.1 萬 | 0.02% | +12,187+229.4% | 加碼 |
| Pictet Asset Management Holding SA | 18,232 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 18,928 | $21.8 萬 | 0.00% | +1,840+10.8% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,611 | $22.0 萬 | 0.01% | −16,713−48.7% | 減碼 |
| Quantinno Capital Management LP | 19,217 | $22.1 萬 | 0.00% | +7,542+64.6% | 加碼 |
| Principal Securities, Inc. | 19,540 | $22.5 萬 | 0.00% | +6,682+52.0% | 加碼 |
| Walleye Capital LLC | 19,796 | $22.8 萬 | 0.00% | +19,796 | 新進 |
| Freestone Grove Partners LP | 20,351 | $23.4 萬 | 0.00% | −296−1.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,529 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 21,350 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 22,224 | $25.6 萬 | 0.00% | +3,470+18.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,290 | $25.7 萬 | 0.00% | +2,119+10.5% | 加碼 |
| Jain Global LLC | 22,619 | $26.0 萬 | 0.00% | +8,600+61.3% | 加碼 |
| Bank of Montreal | 22,769 | $26.2 萬 | 0.00% | +12+0.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,957 | $26.4 萬 | 0.00% | +927+4.2% | 加碼 |
| Raymond James Financial Inc | 23,515 | $27.1 萬 | 0.00% | +4,838+25.9% | 加碼 |
| Gator Capital Management, LLC | 24,074 | $27.7 萬 | 0.09% | +24,074 | 新進 |
| Oregon Public Employees Retirement Fund | 26,156 | $30.1 萬 | 0.01% | −100−0.4% | 減碼 |