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。
2026 年第 1 季 13F 持有人
WisdomTree, Inc. 在 2026/3/31 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
- 312
- 較 2025 年第 4 季 +32 家
- 持有股數
- 1.61 億
- 較 2025 年第 4 季 +1,754 萬 (+12.2%)
- 總市值
- $23.5 億
- 較 2025 年第 4 季 +$5.94 億 (+33.8%)
- 新進機構
- 64
- 另有 111 家加碼
- 清倉機構
- 32
- 另有 101 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 16,268 | $23.7 萬 | 0.01% | +3,092+23.5% | 加碼 |
| Maryland State Retirement & Pension System | 16,593 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 16,821 | $24.5 萬 | 0.01% | −17,291−50.7% | 減碼 |
| Exchange Traded Concepts, LLC | 17,204 | $25.0 萬 | 0.00% | +17,204 | 新進 |
| CWM, LLC | 17,483 | $25.5 萬 | 0.00% | +744+4.4% | 加碼 |
| Farther Finance Advisors, LLC | 17,610 | $25.5 萬 | 0.00% | +17,229+4,522.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,666 | $25.7 萬 | 0.00% | −715−3.9% | 減碼 |
| Neuberger Berman Group LLC | 18,129 | $26.4 萬 | 0.00% | +2,211+13.9% | 加碼 |
| Everence Capital Management Inc | 18,255 | $26.6 萬 | 0.02% | −3,095−14.5% | 減碼 |
| SMH Capital Advisors Inc | 18,894 | $27.5 萬 | 0.78% | +1,003+5.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 19,163 | $27.9 萬 | 0.01% | +15,260+391.0% | 加碼 |
| ProShare Advisors LLC | 19,167 | $27.9 萬 | 0.00% | −4,792−20.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 19,315 | $28.3 萬 | 0.00% | +2,034+11.8% | 加碼 |
| Atria Investments LLC | 19,716 | $28.7 萬 | 0.00% | +2,212+12.6% | 加碼 |
| Swiss Life Asset Management Ltd | 20,031 | $29.2 萬 | 0.00% | −347−1.7% | 減碼 |
| Amundi | 20,300 | $29.6 萬 | 0.00% | +1,680+9.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,529 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 21,947 | $32.0 萬 | 0.00% | +1,108+5.3% | 加碼 |
| JGP Wealth Management, LLC | 21,980 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 23,211 | $33.8 萬 | 0.00% | +23,211 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 23,868 | $34.8 萬 | 0.04% | +133+0.6% | 加碼 |
| JustInvest LLC | 23,914 | $34.8 萬 | 0.00% | +10,575+79.3% | 加碼 |
| Capital Fund Management S.A. | 23,975 | $34.9 萬 | 0.00% | −34,555−59.0% | 減碼 |
| Tobam | 24,673 | $35.9 萬 | 0.09% | +1,066+4.5% | 加碼 |
| Fifth Third Bancorp | 25,100 | $36.5 萬 | 0.00% | +24,791+8,023.0% | 加碼 |
| State of Tennessee, Treasury Department | 25,460 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 25,906 | $37.7 萬 | 0.01% | +25,906 | 新進 |
| Principal Securities, Inc. | 26,267 | $38.2 萬 | 0.01% | +3,369+14.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 26,304 | $38.3 萬 | 0.01% | +48+0.2% | 加碼 |
| TD Asset Management Inc | 27,094 | $39.4 萬 | 0.00% | +27,094 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,768 | $40.4 萬 | 0.00% | −5,685−17.0% | 減碼 |
| KLP Kapitalforvaltning AS | 28,300 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,412 | $41.4 萬 | 0.00% | −32−0.1% | 減碼 |
| Personal Cfo Solutions, LLC | 28,413 | $41.4 萬 | 0.06% | +6,321+28.6% | 加碼 |
| Blackstone Group Inc. | 28,826 | $42.0 萬 | 0.00% | +28,826 | 新進 |
| Vanguard Investments Australia, Ltd. | 29,784 | $43.4 萬 | 0.00% | +29,784 | 新進 |
| Mercer Global Advisors Inc | 29,891 | $43.5 萬 | 0.00% | +3,466+13.1% | 加碼 |
| Yousif Capital Management, LLC | 30,811 | $44.9 萬 | 0.01% | −151−0.5% | 減碼 |
| R Squared Ltd | 30,895 | $45.0 萬 | 0.25% | −16,901−35.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 32,634 | $47.2 萬 | 0.01% | +100.0% | 加碼 |
| Alps Advisors Inc | 32,450 | $47.2 萬 | 0.00% | +32,450 | 新進 |
| J. Goldman & Co LP | 32,500 | $47.3 萬 | 0.02% | +32,500 | 新進 |
| Unique Wealth Strategies, LLC | 32,788 | $47.7 萬 | 0.20% | +32,788 | 新進 |
| Jackson Creek Investment Advisors LLC | 32,840 | $47.8 萬 | 0.14% | +32,840 | 新進 |
| Capstone Investment Advisors, LLC | 32,868 | $47.9 萬 | 0.00% | −23,490−41.7% | 減碼 |
| Inceptionr LLC | 33,093 | $48.2 萬 | 0.12% | +33,093 | 新進 |
| Amalgamated Bank | 33,358 | $48.6 萬 | 0.00% | −313−0.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 33,482 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 34,807 | $50.7 萬 | 0.00% | −2,028−5.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,973 | $50.9 萬 | 0.00% | +326+0.9% | 加碼 |
| Pathstone Holdings, LLC | 35,150 | $51.2 萬 | 0.00% | +12,194+53.1% | 加碼 |
| New York State Common Retirement Fund | 38,264 | $55.7 萬 | 0.00% | 00.0% | 不變 |
| Allstate Corp | 40,649 | $59.2 萬 | 0.01% | +40,649 | 新進 |
| Caption Management, LLC | 41,575 | $60.5 萬 | 0.03% | +41,575 | 新進 |
| Canada Pension Plan Investment Board | 42,400 | $61.7 萬 | 0.00% | −17,800−29.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 42,620 | $62.1 萬 | 0.01% | +42,620 | 新進 |
| Dark Forest Capital Management LP | 45,704 | $66.5 萬 | 0.06% | −13,461−22.8% | 減碼 |
| Vanguard Global Advisers, LLC | 46,459 | $67.6 萬 | 0.00% | +46,459 | 新進 |
| XTX Topco Ltd | 46,527 | $67.7 萬 | 0.01% | −3,611−7.2% | 減碼 |
| Entropy Technologies, LP | 47,927 | $69.8 萬 | 0.03% | +26,974+128.7% | 加碼 |
| Susquehanna International Group, LLP | 48,432 | $70.5 萬 | 0.00% | +31,784+190.9% | 加碼 |
| Calamos Advisors LLC | 50,330 | $73.3 萬 | 0.00% | +50,330 | 新進 |
| Louisiana State Employees Retirement System | 51,000 | $74.3 萬 | 0.01% | −1,600−3.0% | 減碼 |
| SG Americas Securities, LLC | 51,656 | $75.2 萬 | 0.00% | −114,206−68.9% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 52,538 | $76.5 萬 | 0.03% | +52,538 | 新進 |
| TT International Asset Management LTD | 52,718 | $76.8 萬 | 0.08% | +52,718 | 新進 |
| Navellier & Associates Inc | 54,006 | $78.6 萬 | 0.08% | +41,619+336.0% | 加碼 |
| HSBC Holdings PLC | 53,622 | $78.9 萬 | 0.00% | −88,996−62.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 54,810 | $79.8 萬 | 0.00% | −960−1.7% | 減碼 |
| State of Wyoming | 57,205 | $83.3 萬 | 0.10% | +8,913+18.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 58,007 | $84.5 萬 | 0.00% | +506+0.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 58,013 | $84.5 萬 | 0.00% | +12,271+26.8% | 加碼 |
| James Investment Research Inc | 61,515 | $89.6 萬 | 0.10% | +79+0.1% | 加碼 |
| North Star Investment Management Corp. | 61,913 | $90.1 萬 | 0.05% | −7,400−10.7% | 減碼 |
| Park Avenue Securities LLC | 63,958 | $93.1 萬 | 0.01% | +12,198+23.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 63,973 | $93.1 萬 | 0.00% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 64,134 | $93.4 萬 | 0.01% | +2,335+3.8% | 加碼 |
| MetLife Investment Management | 65,459 | $95.3 萬 | 0.00% | −1,923−2.9% | 減碼 |
| State of Wisconsin Investment Board | 66,915 | $97.4 萬 | 0.00% | +44,566+199.4% | 加碼 |
| Natixis | 72,909 | $106.2 萬 | 0.00% | +12,617+20.9% | 加碼 |
| Oppenheimer & Co Inc | 73,264 | $106.7 萬 | 0.01% | −1,665−2.2% | 減碼 |
| Moran Wealth Management, LLC | 76,083 | $110.8 萬 | 0.03% | +24,306+46.9% | 加碼 |
| Marshall Wace, LLP | 77,299 | $112.5 萬 | 0.00% | +21,206+37.8% | 加碼 |
| Barclays PLC | 77,680 | $113.1 萬 | 0.00% | −185,017−70.4% | 減碼 |
| Cetera Investment Advisers | 80,466 | $117.2 萬 | 0.00% | −8,092−9.1% | 減碼 |
| Benjamin Edwards Inc | 80,657 | $117.4 萬 | 0.01% | +14,923+22.7% | 加碼 |
| Wakefield Asset Management LLLP | 81,374 | $118.5 萬 | 0.31% | −25,147−23.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 82,371 | $119.9 萬 | 0.02% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 84,279 | $122.7 萬 | 0.01% | −308,936−78.6% | 減碼 |
| Odyssean, LLC | 87,509 | $127.4 萬 | 0.47% | +87,509 | 新進 |
| Algert Global LLC | 88,780 | $129.3 萬 | 0.02% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 95,672 | $139.3 萬 | 0.04% | −204,294−68.1% | 減碼 |
| Great West Life Assurance Co | 96,550 | $140.8 萬 | 0.00% | −4,281−4.2% | 減碼 |
| Integrated Quantitative Investments LLC | 97,480 | $141.9 萬 | 0.26% | −87−0.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 100,349 | $146.1 萬 | 0.08% | +86,245+611.5% | 加碼 |
| Gsa Capital Partners LLP | 101,227 | $147.4 萬 | 0.09% | +87,569+641.2% | 加碼 |
| Numerai GP LLC | 103,019 | $150.0 萬 | 0.15% | +26,073+33.9% | 加碼 |
| CI Private Wealth, LLC | 105,087 | $153.0 萬 | 0.00% | +105,087 | 新進 |
| Advisor Group Holdings, Inc. | 105,242 | $153.2 萬 | 0.00% | +10,390+11.0% | 加碼 |
| State of Alaska, Department of Revenue | 107,510 | $156.3 萬 | 0.02% | −1,383−1.3% | 減碼 |