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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 94,374 | $108.6 萬 | 0.09% | −46,758−33.1% | 減碼 |
| SEI Investments Co | 93,039 | $107.1 萬 | 0.00% | +81,243+688.7% | 加碼 |
| Thrivent Financial for Lutherans | 89,484 | $103.0 萬 | 0.00% | +5,432+6.5% | 加碼 |
| Advisor Group Holdings, Inc. | 87,126 | $100.3 萬 | 0.00% | +1,266+1.5% | 加碼 |
| Truist Financial Corp | 86,237 | $99.3 萬 | 0.00% | +3,085+3.7% | 加碼 |
| Cetera Investment Advisers | 85,958 | $98.9 萬 | 0.00% | −4,545−5.0% | 減碼 |
| SummitTX Capital, L.P. | 82,852 | $95.4 萬 | 0.04% | −22,749−21.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 81,455 | $93.8 萬 | 0.00% | −271,049−76.9% | 減碼 |
| LPL Financial LLC | 74,955 | $86.3 萬 | 0.00% | +23,902+46.8% | 加碼 |
| MetLife Investment Management | 74,456 | $85.7 萬 | 0.01% | −663−0.9% | 減碼 |
| Winton Group Ltd | 70,248 | $80.9 萬 | 0.04% | −294,493−80.7% | 減碼 |
| Heartland Advisors Inc | 69,650 | $80.2 萬 | 0.04% | +69,650 | 新進 |
| North Star Investment Management Corp. | 69,313 | $79.8 萬 | 0.06% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 68,973 | $79.3 萬 | 0.01% | +5,568+8.8% | 加碼 |
| Graham Capital Management, L.P. | 66,565 | $76.6 萬 | 0.02% | −212,857−76.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,541 | $76.6 萬 | 0.00% | +42,124+172.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 65,964 | $75.9 萬 | 0.00% | −13,877−17.4% | 減碼 |
| Oppenheimer & Co Inc | 64,700 | $74.5 萬 | 0.01% | −5,350−7.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 63,973 | $73.6 萬 | 0.00% | 00.0% | 不變 |
| Tobam | 62,150 | $71.5 萬 | 0.28% | +7,059+12.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 61,501 | $70.8 萬 | 0.00% | −5,701−8.5% | 減碼 |
| Illinois Municipal Retirement Fund | 57,486 | $66.2 萬 | 0.01% | −4,145−6.7% | 減碼 |
| Axq Capital, LP | 54,955 | $63.3 萬 | 0.20% | +54,955 | 新進 |
| Louisiana State Employees Retirement System | 54,100 | $62.3 萬 | 0.01% | +200+0.4% | 加碼 |
| James Investment Research Inc | 53,971 | $62.1 萬 | 0.07% | −10,235−15.9% | 減碼 |
| Benjamin Edwards Inc | 51,842 | $59.7 萬 | 0.01% | +9,830+23.4% | 加碼 |
| Intech Investment Management LLC | 47,890 | $55.1 萬 | 0.01% | −16,429−25.5% | 減碼 |
| Militia Capital Partners, LP | 47,600 | $54.8 萬 | 0.26% | −9,200−16.2% | 減碼 |
| Yousif Capital Management, LLC | 43,160 | $49.7 萬 | 0.01% | +457+1.1% | 加碼 |
| Park Avenue Securities LLC | 39,863 | $45.9 萬 | 0.00% | +6,890+20.9% | 加碼 |
| Quest Partners LLC | 39,846 | $45.9 萬 | 0.05% | −148,919−78.9% | 減碼 |
| Comerica Bank | 39,521 | $45.5 萬 | 0.00% | +238+0.6% | 加碼 |
| Arizona State Retirement System | 36,476 | $42.0 萬 | 0.00% | +2,949+8.8% | 加碼 |
| Ieq Capital, LLC | 34,984 | $40.3 萬 | 0.00% | +24,476+232.9% | 加碼 |
| Alberta Investment Management Corp | 34,634 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 34,056 | $39.2 萬 | 0.01% | +778+2.3% | 加碼 |
| Amalgamated Bank | 33,866 | $39.0 萬 | 0.00% | +278+0.8% | 加碼 |
| Virginia Retirement Systems Et Al | 32,500 | $37.4 萬 | 0.00% | +900+2.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,752 | $34.2 萬 | 0.00% | +2,368+8.6% | 加碼 |
| New York State Common Retirement Fund | 29,464 | $33.9 萬 | 0.00% | −9,100−23.6% | 減碼 |
| KLP Kapitalforvaltning AS | 29,400 | $33.8 萬 | 0.00% | +7,100+31.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 28,703 | $33.0 萬 | 0.04% | −3,496−10.9% | 減碼 |
| State of Tennessee, Treasury Department | 27,472 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 27,331 | $31.5 萬 | 0.00% | −2,587−8.6% | 減碼 |
| ProShare Advisors LLC | 26,786 | $30.8 萬 | 0.00% | −4,455−14.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 26,585 | $30.6 萬 | 0.00% | −134−0.5% | 減碼 |
| Amundi | 24,719 | $30.3 萬 | 0.00% | −27,154−52.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 26,156 | $30.1 萬 | 0.01% | −100−0.4% | 減碼 |
| Gator Capital Management, LLC | 24,074 | $27.7 萬 | 0.09% | +24,074 | 新進 |
| Raymond James Financial Inc | 23,515 | $27.1 萬 | 0.00% | +4,838+25.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,957 | $26.4 萬 | 0.00% | +927+4.2% | 加碼 |
| Bank of Montreal | 22,769 | $26.2 萬 | 0.00% | +12+0.1% | 加碼 |
| Jain Global LLC | 22,619 | $26.0 萬 | 0.00% | +8,600+61.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,290 | $25.7 萬 | 0.00% | +2,119+10.5% | 加碼 |
| Pathstone Holdings, LLC | 22,224 | $25.6 萬 | 0.00% | +3,470+18.5% | 加碼 |
| Everence Capital Management Inc | 21,350 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 20,529 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Freestone Grove Partners LP | 20,351 | $23.4 萬 | 0.00% | −296−1.4% | 減碼 |
| Walleye Capital LLC | 19,796 | $22.8 萬 | 0.00% | +19,796 | 新進 |
| Principal Securities, Inc. | 19,540 | $22.5 萬 | 0.00% | +6,682+52.0% | 加碼 |
| Quantinno Capital Management LP | 19,217 | $22.1 萬 | 0.00% | +7,542+64.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,611 | $22.0 萬 | 0.01% | −16,713−48.7% | 減碼 |
| Teacher Retirement System of Texas | 18,928 | $21.8 萬 | 0.00% | +1,840+10.8% | 加碼 |
| Pictet Asset Management Holding SA | 18,232 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 17,499 | $20.1 萬 | 0.02% | +12,187+229.4% | 加碼 |
| Eqis Capital Management, Inc. | 17,426 | $20.1 萬 | 0.02% | −617−3.4% | 減碼 |
| SMH Capital Advisors Inc | 16,893 | $19.4 萬 | 0.44% | −768−4.3% | 減碼 |
| Mariner, LLC | 16,539 | $19.0 萬 | 0.00% | +1,014+6.5% | 加碼 |
| Neuberger Berman Group LLC | 16,186 | $18.6 萬 | 0.00% | +704+4.5% | 加碼 |
| HSBC Holdings PLC | 16,153 | $18.6 萬 | 0.00% | −3,705−18.7% | 減碼 |
| Stonebridge Wealth Management, LLC | 16,140 | $18.6 萬 | 0.18% | +16,140 | 新進 |
| Aigen Investment Management, LP | 15,696 | $18.1 萬 | 0.02% | −28,770−64.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,625 | $18.0 萬 | 0.00% | +6,283+67.3% | 加碼 |
| Mutual of America Capital Management LLC | 14,886 | $17.1 萬 | 0.00% | −1,778−10.7% | 減碼 |
| CIBC World Markets Corp | 14,831 | $17.1 萬 | 0.00% | −14,965−50.2% | 減碼 |
| Navellier & Associates Inc | 14,058 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 13,768 | $15.8 萬 | 0.00% | +13,768 | 新進 |
| Entropy Technologies, LP | 13,600 | $15.7 萬 | 0.01% | −7,200−34.6% | 減碼 |
| Impact Partnership Wealth, LLC | 13,531 | $15.6 萬 | 0.03% | −58−0.4% | 減碼 |
| Personal Cfo Solutions, LLC | 13,422 | $15.4 萬 | 0.03% | +986+7.9% | 加碼 |
| SCS Capital Management LLC | 13,000 | $15.0 萬 | 0.00% | +13,000 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 12,588 | $14.7 萬 | 0.00% | −434−3.3% | 減碼 |
| CWM, LLC | 12,429 | $14.3 萬 | 0.00% | +9,418+312.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 12,290 | $14.1 萬 | 0.00% | −1,327−9.7% | 減碼 |
| Cooper Financial Group | 11,983 | $13.8 萬 | 0.02% | +605+5.3% | 加碼 |
| JGP Wealth Management, LLC | 11,828 | $13.6 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 11,662 | $13.4 萬 | 0.00% | +11,662 | 新進 |
| Austin Private Wealth, LLC | 11,244 | $12.9 萬 | 0.01% | +368+3.4% | 加碼 |
| JustInvest LLC | 11,152 | $12.8 萬 | 0.00% | +11,152 | 新進 |
| Sherbrooke Park Advisers LLC | 10,923 | $12.6 萬 | 0.05% | +10,923 | 新進 |
| Wolverine Trading, LLC | 10,592 | $12.1 萬 | 0.00% | +10,592 | 新進 |
| Sowell Financial Services LLC | 10,414 | $12.0 萬 | 0.00% | +10,414 | 新進 |
| Russell Investments Group, Ltd. | 7,068 | $8.14 萬 | 0.00% | +82+1.2% | 加碼 |
| Versant Capital Management, Inc | 5,570 | $6.41 萬 | 0.01% | +307+5.8% | 加碼 |
| Traub Capital Management LLC | 5,000 | $5.75 萬 | 0.05% | +5,000 | 新進 |
| KBC Group NV | 4,511 | $5.20 萬 | 0.00% | −3,281−42.1% | 減碼 |
| GAMMA Investing LLC | 4,380 | $5.04 萬 | 0.00% | −149−3.3% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,008 | $4.61 萬 | 0.01% | +4,008 | 新進 |
| SRS Capital Advisors, Inc. | 3,743 | $4.31 萬 | 0.00% | +3,669+4,958.1% | 加碼 |
| First Horizon Advisors, Inc. | 2,578 | $2.97 萬 | 0.00% | +193+8.1% | 加碼 |