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 3 季 13F 持有人
WisdomTree, Inc. 在 2025/9/30 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
- 269
- 較 2025 年第 2 季 +26 家
- 持有股數
- 1.55 億
- 較 2025 年第 2 季 +2,693 萬 (+21.0%)
- 總市值
- $21.5 億
- 較 2025 年第 2 季 +$6.77 億 (+45.8%)
- 新進機構
- 53
- 另有 118 家加碼
- 清倉機構
- 27
- 另有 67 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 269,404 | $374.5 萬 | 0.21% | +416+0.2% | 加碼 |
| Capital Management Corp | 270,035 | $375.3 萬 | 0.59% | −56,235−17.2% | 減碼 |
| Deutsche Bank AG | 279,094 | $387.9 萬 | 0.00% | +2,109+0.8% | 加碼 |
| Squarepoint Ops LLC | 294,014 | $408.7 萬 | 0.01% | +114,429+63.7% | 加碼 |
| Schroder Investment Management Group | 316,992 | $440.0 萬 | 0.00% | +316,992 | 新進 |
| Legal & General Group Plc | 322,012 | $447.6 萬 | 0.00% | +1,473+0.5% | 加碼 |
| Verition Fund Management LLC | 329,342 | $457.8 萬 | 0.03% | −402,542−55.0% | 減碼 |
| Rhumbline Advisers | 334,155 | $464.5 萬 | 0.00% | −4,061−1.2% | 減碼 |
| HRT Financial LP | 349,624 | $485.9 萬 | 0.02% | +171,126+95.9% | 加碼 |
| Engineers Gate Manager LP | 356,755 | $495.9 萬 | 0.06% | +253,753+246.4% | 加碼 |
| UBS Asset Management Americas Inc | 358,735 | $498.6 萬 | 0.00% | −237,189−39.8% | 減碼 |
| Interval Partners, LP | 363,717 | $505.6 萬 | 0.11% | −229,472−38.7% | 減碼 |
| Ameriprise Financial Inc | 372,986 | $518.5 萬 | 0.00% | +16,780+4.7% | 加碼 |
| Credit Agricole S A | 390,723 | $543.1 萬 | 0.02% | +390,723 | 新進 |
| Man Group plc | 416,345 | $578.7 萬 | 0.01% | +228,091+121.2% | 加碼 |
| EAM Investors, LLC | 427,571 | $584.7 萬 | 0.67% | +427,571 | 新進 |
| Royal Bank of Canada | 421,523 | $585.9 萬 | 0.00% | +116,302+38.1% | 加碼 |
| JPMorgan Chase & Co | 432,885 | $601.7 萬 | 0.00% | +96,226+28.6% | 加碼 |
| Bank of America Corp | 451,440 | $627.5 萬 | 0.00% | +74,851+19.9% | 加碼 |
| ExodusPoint Capital Management, LP | 457,224 | $635.5 萬 | 0.09% | −356,968−43.8% | 減碼 |
| Public Sector Pension Investment Board | 469,086 | $652.0 萬 | 0.02% | +74,070+18.8% | 加碼 |
| AQR Capital Management LLC | 500,703 | $696.0 萬 | 0.00% | +18,390+3.8% | 加碼 |
| CSM Advisors, LLC | 505,532 | $702.7 萬 | 0.20% | −18,363−3.5% | 減碼 |
| First Trust Advisors LP | 514,688 | $715.4 萬 | 0.01% | +189,862+58.5% | 加碼 |
| Voya Investment Management LLC | 522,269 | $726.0 萬 | 0.01% | +28,082+5.7% | 加碼 |
| Nordea Investment Management AB | 524,014 | $728.4 萬 | 0.01% | +112,542+27.4% | 加碼 |
| Renaissance Technologies LLC | 553,602 | $769.5 萬 | 0.01% | −140,300−20.2% | 減碼 |
| Tudor Investment Corp Et Al | 591,244 | $821.8 萬 | 0.05% | +93,094+18.7% | 加碼 |
| Crawford Fund Management, LLC | 693,174 | $963.5 萬 | 5.21% | +120,000+20.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 773,958 | $1,076 萬 | 0.08% | +521,156+206.2% | 加碼 |
| Citadel Advisors LLC | 799,210 | $1,111 萬 | 0.01% | +59,679+8.1% | 加碼 |
| Principal Financial Group Inc | 854,509 | $1,188 萬 | 0.01% | +279,296+48.6% | 加碼 |
| Price T Rowe Associates Inc | 891,710 | $1,240 萬 | 0.00% | +773,339+653.3% | 加碼 |
| Driehaus Capital Management LLC | 906,289 | $1,260 萬 | 0.09% | +906,289 | 新進 |
| Envestnet Asset Management Inc | 968,225 | $1,346 萬 | 0.00% | +62,803+6.9% | 加碼 |
| Kornitzer Capital Management Inc | 970,830 | $1,349 萬 | 0.27% | 00.0% | 不變 |
| Victory Capital Management Inc | 1,084,298 | $1,507 萬 | 0.01% | −1,229,551−53.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 1,165,220 | $1,620 萬 | 0.23% | +759,900+187.5% | 加碼 |
| Northern Trust Corp | 1,266,306 | $1,760 萬 | 0.00% | +1,680+0.1% | 加碼 |
| Bank of New York Mellon Corp | 1,285,096 | $1,786 萬 | 0.00% | −140,726−9.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,352,335 | $1,880 萬 | 0.00% | +62,001+4.8% | 加碼 |
| Loomis Sayles & Co L P | 1,401,694 | $1,948 萬 | 0.02% | +1,401,694 | 新進 |
| Voloridge Investment Management, LLC | 1,525,539 | $2,120 萬 | 0.07% | +583,484+61.9% | 加碼 |
| Toroso Investments, LLC | 1,565,686 | $2,176 萬 | 0.09% | +206,103+15.2% | 加碼 |
| Goldman Sachs Group Inc | 1,565,876 | $2,177 萬 | 0.00% | +569,123+57.1% | 加碼 |
| Two Sigma Advisers, LP | 1,588,400 | $2,208 萬 | 0.04% | +206,800+15.0% | 加碼 |
| Two Sigma Investments, LP | 1,624,237 | $2,258 萬 | 0.03% | +392,532+31.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,697,707 | $2,360 萬 | 0.01% | +1,396,569+463.8% | 加碼 |
| Capitolis Liquid Global Markets LLC | 1,735,600 | $2,412 萬 | 0.19% | +1,735,600 | 新進 |
| Nuveen, LLC | 1,744,170 | $2,424 萬 | 0.01% | +27,396+1.6% | 加碼 |
| American Century Companies Inc | 1,968,507 | $2,736 萬 | 0.01% | +1,087,460+123.4% | 加碼 |
| Janus Henderson Group PLC | 2,194,186 | $3,050 萬 | 0.01% | −568,245−20.6% | 減碼 |
| Select Equity Group, L.P. | 2,311,611 | $3,213 萬 | 0.14% | +2,311,611 | 新進 |
| D. E. Shaw & Co., Inc. | 2,392,924 | $3,326 萬 | 0.03% | +1,795,580+300.6% | 加碼 |
| Millennium Management LLC | 2,511,467 | $3,491 萬 | 0.03% | −3,100,752−55.3% | 減碼 |
| Massachusetts Financial Services Co | 2,565,704 | $3,566 萬 | 0.01% | −1,012,895−28.3% | 減碼 |
| Geode Capital Management, LLC | 2,769,736 | $3,850 萬 | 0.00% | +36,568+1.3% | 加碼 |
| Macquarie Group Ltd | 3,508,863 | $4,459 萬 | 0.05% | +1,757,826+100.4% | 加碼 |
| Morgan Stanley | 3,275,817 | $4,553 萬 | 0.00% | +901,271+38.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 3,292,145 | $4,576 萬 | 0.85% | −1,048,747−24.2% | 減碼 |
| Invesco Ltd. | 3,521,239 | $4,895 萬 | 0.01% | +216,113+6.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,580,343 | $4,977 萬 | 0.01% | −32,911−0.9% | 減碼 |
| Simcoe Capital Management, LLC | 4,718,325 | $6,558 萬 | 9.51% | −206,225−4.2% | 減碼 |
| State Street Corp | 5,315,183 | $7,388 萬 | 0.00% | +28,570+0.5% | 加碼 |
| Azora Capital LP | 5,628,932 | $7,824 萬 | 3.62% | −1,440,928−20.4% | 減碼 |
| Wellington Management Group LLP | 9,674,630 | $1.34 億 | 0.02% | +6,799,654+236.5% | 加碼 |
| Vanguard Group Inc | 14,552,814 | $2.02 億 | 0.00% | −122,888−0.8% | 減碼 |
| FMR LLC | 14,834,162 | $2.06 億 | 0.01% | +13,745,636+1,262.8% | 加碼 |
| BlackRock, Inc. | 17,939,185 | $2.49 億 | 0.00% | +810,730+4.7% | 加碼 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,202,765−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −434,334−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −249,211−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −219,605−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −182,013−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −127,731−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −94,374−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −70,248−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −54,955−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −22,619−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −20,351−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −17,426−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,153−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,696−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,923−100.0% | 清倉 |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,008−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,277−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −555−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −471−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −188−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −163−100.0% | 清倉 |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |