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 4 季 13F 持有人
WisdomTree, Inc. 在 2025/12/31 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
- 288
- 較 2025 年第 3 季 +25 家
- 持有股數
- 1.58 億
- 較 2025 年第 3 季 +410.5 萬 (+2.7%)
- 總市值
- $19.3 億
- 較 2025 年第 3 季 −$2.09 億 (−9.8%)
- 新進機構
- 54
- 另有 106 家加碼
- 清倉機構
- 29
- 另有 96 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $42 | 0.00% | +3 | 新進 |
| SJS Investment Consulting Inc. | 4 | $49 | 0.00% | +4 | 新進 |
| Caitlin John, LLC | 17 | $207 | 0.00% | −358−95.5% | 減碼 |
| Abound Wealth Management | 18 | $220 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 28 | $341 | 0.00% | +28 | 新進 |
| National Bank of Canada | 37 | $450 | 0.00% | −24−39.3% | 減碼 |
| Optiver Holding B.V. | 49 | $597 | 0.00% | +12+32.4% | 加碼 |
| Ankerstar Wealth, LLC | 49 | $597 | 0.00% | +49 | 新進 |
| Cornerstone Planning Group LLC | 38 | $644 | 0.00% | +38 | 新進 |
| True Wealth Design, LLC | 54 | $659 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 55 | $670 | 0.00% | −47−46.1% | 減碼 |
| Covestor Ltd | 76 | $1,000 | 0.00% | −20−20.8% | 減碼 |
| Farmers & Merchants Investments Inc | 90 | $1,097 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 113 | $1,377 | 0.00% | +113 | 新進 |
| J.Safra Asset Management Corp | 148 | $1,804 | 0.00% | +148 | 新進 |
| Huntington National Bank | 145 | $1,829 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 175 | $2,133 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 180 | $2,195 | 0.00% | +27+17.6% | 加碼 |
| DV Trading LLC | 194 | $2,365 | 0.00% | +194 | 新進 |
| Global Retirement Partners, LLC | 244 | $2,974 | 0.00% | +244 | 新進 |
| IFP Advisors, Inc | 271 | $3,303 | 0.00% | +93+52.2% | 加碼 |
| Sunbelt Securities, Inc. | 293 | $3,572 | 0.00% | −100−25.4% | 減碼 |
| Fifth Third Bancorp | 309 | $3,767 | 0.00% | −43−12.2% | 減碼 |
| Farther Finance Advisors, LLC | 381 | $4,644 | 0.00% | +179+88.6% | 加碼 |
| Ronald Blue Trust, Inc. | 400 | $4,876 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 405 | $4,937 | 0.00% | +164+68.0% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 420 | $5,119 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 471 | $5,742 | 0.00% | −201−29.9% | 減碼 |
| Elequin Capital LP | 539 | $6,570 | 0.00% | +539 | 新進 |
| Hazlett, Burt & Watson, Inc. | 600 | $7,000 | 0.00% | +600 | 新進 |
| Adirondack Trust Co | 600 | $7,314 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 643 | $7,839 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 800 | $9,752 | 0.00% | +508+174.0% | 加碼 |
| SBI Securities Co., Ltd. | 805 | $9,813 | 0.00% | +1+0.1% | 加碼 |
| Umb Bank N A | 865 | $1.05 萬 | 0.00% | +22+2.6% | 加碼 |
| Allworth Financial LP | 896 | $1.09 萬 | 0.00% | +363+68.1% | 加碼 |
| ORG Partners LLC | 1,000 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 861 | $1.31 萬 | 0.00% | +861 | 新進 |
| Jones Financial Companies LLLP | 1,085 | $1.32 萬 | 0.00% | +3+0.3% | 加碼 |
| SRS Capital Advisors, Inc. | 1,093 | $1.33 萬 | 0.00% | −939−46.2% | 減碼 |
| Nisa Investment Advisors, LLC | 1,133 | $1.38 萬 | 0.00% | −573−33.6% | 減碼 |
| Bessemer Group Inc | 1,138 | $1.40 萬 | 0.00% | +232+25.6% | 加碼 |
| US Bancorp | 1,214 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 1,272 | $1.55 萬 | 0.00% | −528−29.3% | 減碼 |
| Quarry LP | 1,281 | $1.56 萬 | 0.00% | −925−41.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,377 | $1.68 萬 | 0.00% | +63+4.8% | 加碼 |
| Salomon & Ludwin, LLC | 1,458 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 1,616 | $1.97 萬 | 0.00% | +224+16.1% | 加碼 |
| Whittier Trust Co | 1,631 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 1,903 | $2.32 萬 | 0.00% | −1,108−36.8% | 減碼 |
| First Horizon Corp | 2,191 | $2.67 萬 | 0.00% | −76−3.4% | 減碼 |
| Quattro Advisors LLC | 2,512 | $3.06 萬 | 0.02% | +2,512 | 新進 |
| Federation des caisses Desjardins du Quebec | 2,565 | $3.13 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 2,683 | $3.33 萬 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 2,927 | $3.57 萬 | 0.00% | +2,927 | 新進 |
| Caitong International Asset Management Co., Ltd | 2,950 | $3.60 萬 | 0.01% | +2,017+216.2% | 加碼 |
| Hantz Financial Services, Inc. | 2,929 | $3.60 萬 | 0.00% | +1,338+84.1% | 加碼 |
| Torren Management, LLC | 2,997 | $3.65 萬 | 0.02% | +2,997 | 新進 |
| Quent Capital, LLC | 3,378 | $4.12 萬 | 0.00% | +3,378 | 新進 |
| Tower Research Capital LLC (TRC) | 3,903 | $4.76 萬 | 0.00% | +101+2.7% | 加碼 |
| KBC Group NV | 4,511 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 4,773 | $5.82 萬 | 0.00% | +298+6.7% | 加碼 |
| Versant Capital Management, Inc | 5,604 | $6.83 萬 | 0.01% | +34+0.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 8,751 | $10.7 萬 | 0.00% | +8,724+32,311.1% | 加碼 |
| LSV Asset Management | 8,900 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 9,228 | $11.2 萬 | 0.00% | −19,584−68.0% | 減碼 |
| Xponance, Inc. | 10,022 | $12.2 萬 | 0.00% | +10,022 | 新進 |
| Ameritas Investment Partners, Inc. | 10,056 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| AssuredPartners Investment Advisors, LLC | 10,334 | $12.6 萬 | 0.02% | +10,334 | 新進 |
| Pensionmark Financial Group, LLC | 10,474 | $12.8 萬 | 0.00% | +10,474 | 新進 |
| Seizert Capital Partners, LLC | 11,211 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| Sciencast Management LP | 11,447 | $14.0 萬 | 0.02% | +11,447 | 新進 |
| Sowell Financial Services LLC | 11,518 | $14.0 萬 | 0.01% | +680+6.3% | 加碼 |
| Lazard Asset Management LLC | 11,927 | $14.5 萬 | 0.00% | +11,927 | 新進 |
| Austin Private Wealth, LLC | 12,051 | $14.7 萬 | 0.01% | +253+2.1% | 加碼 |
| Navellier & Associates Inc | 12,387 | $15.1 萬 | 0.02% | −1,438−10.4% | 減碼 |
| Bank of Montreal | 12,407 | $15.1 萬 | 0.00% | −602−4.6% | 減碼 |
| Cooper Financial Group | 12,849 | $15.7 萬 | 0.02% | +799+6.6% | 加碼 |
| SCS Capital Management LLC | 13,028 | $15.9 萬 | 0.00% | +28+0.2% | 加碼 |
| Mutual of America Capital Management LLC | 13,131 | $16.0 萬 | 0.00% | −339−2.5% | 減碼 |
| Wedbush Securities Inc | 13,176 | $16.1 萬 | 0.00% | +1,826+16.1% | 加碼 |
| JustInvest LLC | 13,339 | $16.3 萬 | 0.00% | +1,119+9.2% | 加碼 |
| Gsa Capital Partners LLP | 13,658 | $16.6 萬 | 0.01% | +13,658 | 新進 |
| Headlands Technologies LLC | 13,657 | $16.6 萬 | 0.01% | +13,657 | 新進 |
| Campbell & CO Investment Adviser LLC | 14,104 | $17.2 萬 | 0.01% | +14,104 | 新進 |
| Bayforest Capital Ltd | 15,481 | $18.9 萬 | 0.14% | +15,481 | 新進 |
| Stonebridge Wealth Management, LLC | 15,640 | $19.1 萬 | 0.18% | −500−3.1% | 減碼 |
| Neuberger Berman Group LLC | 15,918 | $19.4 萬 | 0.00% | +587+3.8% | 加碼 |
| Maryland State Retirement & Pension System | 16,593 | $20.2 萬 | 0.00% | −694−4.0% | 減碼 |
| Susquehanna International Group, LLP | 16,648 | $20.3 萬 | 0.00% | −94,058−85.0% | 減碼 |
| CWM, LLC | 16,739 | $20.4 萬 | 0.00% | +3,751+28.9% | 加碼 |
| nVerses Capital, LLC | 17,188 | $21.0 萬 | 0.47% | +17,188 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 17,281 | $21.3 萬 | 0.00% | +6,447+59.5% | 加碼 |
| Atria Investments LLC | 17,504 | $21.3 萬 | 0.00% | +17,504 | 新進 |
| Impact Partnership Wealth, LLC | 17,535 | $21.4 萬 | 0.03% | −40.0% | 減碼 |
| Mariner, LLC | 17,694 | $21.6 萬 | 0.00% | +4,467+33.8% | 加碼 |
| Ieq Capital, LLC | 17,760 | $21.6 萬 | 0.00% | −3,094−14.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 14,586 | $21.7 萬 | 0.00% | +5,872+67.4% | 加碼 |
| SMH Capital Advisors Inc | 17,891 | $21.8 萬 | 0.44% | +60.0% | 加碼 |
| Kestra Advisory Services, LLC | 17,989 | $21.9 萬 | 0.00% | −1,254−6.5% | 減碼 |