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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 19,163 | $27.9 萬 | 0.01% | +15,260+391.0% | 加碼 |
| SMH Capital Advisors Inc | 18,894 | $27.5 萬 | 0.78% | +1,003+5.6% | 加碼 |
| Everence Capital Management Inc | 18,255 | $26.6 萬 | 0.02% | −3,095−14.5% | 減碼 |
| Neuberger Berman Group LLC | 18,129 | $26.4 萬 | 0.00% | +2,211+13.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,666 | $25.7 萬 | 0.00% | −715−3.9% | 減碼 |
| Farther Finance Advisors, LLC | 17,610 | $25.5 萬 | 0.00% | +17,229+4,522.0% | 加碼 |
| CWM, LLC | 17,483 | $25.5 萬 | 0.00% | +744+4.4% | 加碼 |
| Exchange Traded Concepts, LLC | 17,204 | $25.0 萬 | 0.00% | +17,204 | 新進 |
| Centiva Capital, LP | 16,821 | $24.5 萬 | 0.01% | −17,291−50.7% | 減碼 |
| Maryland State Retirement & Pension System | 16,593 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 16,268 | $23.7 萬 | 0.01% | +3,092+23.5% | 加碼 |
| Stonebridge Wealth Management, LLC | 15,640 | $22.8 萬 | 0.22% | 00.0% | 不變 |
| Abel Hall, LLC | 14,324 | $20.9 萬 | 0.04% | +14,324 | 新進 |
| VestGen Advisors, LLC | 11,000 | $20.6 萬 | 0.01% | +11,000 | 新進 |
| Graham Capital Management, L.P. | 13,926 | $20.3 萬 | 0.01% | −140,338−91.0% | 減碼 |
| Bank of Montreal | 13,777 | $20.1 萬 | 0.00% | +1,370+11.0% | 加碼 |
| Winton Group Ltd | 13,600 | $19.8 萬 | 0.01% | −251,081−94.9% | 減碼 |
| Magnetar Financial LLC | 13,538 | $19.7 萬 | 0.00% | +13,538 | 新進 |
| HighTower Advisors, LLC | 13,203 | $19.2 萬 | 0.00% | +13,203 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 45,934 | $19.2 萬 | 0.00% | +31,348+214.9% | 加碼 |
| Verition Fund Management LLC | 13,136 | $19.1 萬 | 0.00% | −12,808−49.4% | 減碼 |
| AlphaCore Capital LLC | 13,067 | $19.0 萬 | 0.00% | +13,067 | 新進 |
| BTG Pactual Asset Management US LLC | 12,794 | $18.6 萬 | 0.02% | +12,794 | 新進 |
| Franklin Resources Inc | 12,700 | $18.5 萬 | 0.00% | −323,375−96.2% | 減碼 |
| Los Angeles Capital Management LLC | 12,610 | $18.4 萬 | 0.00% | −73,028−85.3% | 減碼 |
| Federated Hermes, Inc. | 12,544 | $18.3 萬 | 0.00% | +10,641+559.2% | 加碼 |
| Bridgefront Capital, LLC | 12,478 | $18.2 萬 | 0.05% | +12,478 | 新進 |
| 9823 Capital, L.P. | 12,475 | $18.2 萬 | 0.14% | +12,475 | 新進 |
| SEB Asset Management AB | 11,989 | $17.5 萬 | 0.00% | +11,989 | 新進 |
| Xponance, Inc. | 11,973 | $17.4 萬 | 0.00% | +1,951+19.5% | 加碼 |
| Cooper Financial Group | 11,937 | $17.4 萬 | 0.02% | −912−7.1% | 減碼 |
| Pensionmark Financial Group, LLC | 11,931 | $17.4 萬 | 0.00% | +1,457+13.9% | 加碼 |
| Impact Partnership Wealth, LLC | 11,907 | $17.3 萬 | 0.02% | −5,628−32.1% | 減碼 |
| Sowell Financial Services LLC | 11,589 | $16.9 萬 | 0.01% | +71+0.6% | 加碼 |
| Caitong International Asset Management Co., Ltd | 11,531 | $16.8 萬 | 0.03% | +8,581+290.9% | 加碼 |
| NBC Securities, Inc. | 11,481 | $16.7 萬 | 0.01% | +11,481 | 新進 |
| Dynamic Technology Lab Private Ltd | 11,434 | $16.6 萬 | 0.03% | −72,254−86.3% | 減碼 |
| Seizert Capital Partners, LLC | 11,211 | $16.3 萬 | 0.01% | 00.0% | 不變 |
| AssuredPartners Investment Advisors, LLC | 10,334 | $15.4 萬 | 0.02% | 00.0% | 不變 |
| Old National Bancorp | 10,110 | $14.7 萬 | 0.00% | +10,110 | 新進 |
| Round Rock Advisors, LLC | 10,078 | $14.7 萬 | 0.02% | +10,078 | 新進 |
| Ameritas Investment Partners, Inc. | 10,056 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| LSV Asset Management | 8,900 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 7,661 | $11.2 萬 | 0.02% | +7,661 | 新進 |
| Hantz Financial Services, Inc. | 6,952 | $10.1 萬 | 0.00% | +4,023+137.4% | 加碼 |
| Versant Capital Management, Inc | 5,843 | $8.51 萬 | 0.01% | +239+4.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,341 | $7.77 萬 | 0.00% | +2,776+108.2% | 加碼 |
| GAMMA Investing LLC | 4,981 | $7.25 萬 | 0.00% | +208+4.4% | 加碼 |
| KBC Group NV | 4,511 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 3,624 | $5.28 萬 | 0.02% | +3,624 | 新進 |
| Quent Capital, LLC | 3,378 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,589 | $3.77 萬 | 0.00% | +2,118+449.7% | 加碼 |
| SRS Capital Advisors, Inc. | 1,895 | $3.53 萬 | 0.00% | +802+73.4% | 加碼 |
| Transamerica Financial Advisors, Inc. | 2,365 | $3.44 萬 | 0.00% | +749+46.3% | 加碼 |
| First Horizon Corp | 2,121 | $3.09 萬 | 0.00% | −70−3.2% | 減碼 |
| Team Financial Group, LLC | 2,000 | $2.91 萬 | 0.01% | +2,000 | 新進 |
| Jones Financial Companies LLLP | 1,867 | $2.60 萬 | 0.00% | +782+72.1% | 加碼 |
| Whittier Trust Co | 1,631 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,613 | $2.35 萬 | 0.00% | +970+150.9% | 加碼 |
| Nisa Investment Advisors, LLC | 1,499 | $2.18 萬 | 0.00% | +366+32.3% | 加碼 |
| Salomon & Ludwin, LLC | 1,458 | $2.11 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,393 | $2.03 萬 | 0.00% | +16+1.2% | 加碼 |
| US Bancorp | 1,271 | $1.85 萬 | 0.00% | +57+4.7% | 加碼 |
| Public Employees Retirement System of Ohio | 1,249 | $1.82 萬 | 0.00% | −23−1.8% | 減碼 |
| Bessemer Group Inc | 1,138 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 937 | $1.36 萬 | 0.00% | +72+8.3% | 加碼 |
| Allworth Financial LP | 936 | $1.36 萬 | 0.00% | +40+4.5% | 加碼 |
| Smartleaf Asset Management LLC | 941 | $1.31 萬 | 0.00% | −1,742−64.9% | 減碼 |
| Sound Income Strategies, LLC | 863 | $1.25 萬 | 0.00% | +2+0.2% | 加碼 |
| Advisory Services Network, LLC | 831 | $1.21 萬 | 0.00% | +831 | 新進 |
| SBI Securities Co., Ltd. | 811 | $1.18 萬 | 0.00% | +6+0.7% | 加碼 |
| Sterling Capital Management LLC | 804 | $1.17 萬 | 0.00% | +4+0.5% | 加碼 |
| Accent Capital Management, LLC | 701 | $1.02 萬 | 0.00% | +701 | 新進 |
| Hazlett, Burt & Watson, Inc. | 600 | $9,000 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 600 | $8,736 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 416 | $6,057 | 0.00% | +416 | 新進 |
| Parkside Financial Bank & Trust | 405 | $5,898 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 400 | $5,824 | 0.00% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 320 | $4,659 | 0.00% | +172+116.2% | 加碼 |
| Signaturefd, LLC | 320 | $4,659 | 0.00% | +320 | 新進 |
| United Financial Planning Group LLC | 314 | $4,572 | 0.00% | +314 | 新進 |
| Sunbelt Securities, Inc. | 293 | $4,266 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 271 | $3,946 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 228 | $3,320 | 0.00% | +48+26.7% | 加碼 |
| Elequin Capital LP | 193 | $2,810 | 0.00% | −346−64.2% | 減碼 |
| Optiver Holding B.V. | 180 | $2,621 | 0.00% | +131+267.3% | 加碼 |
| Massmutual Trust Co FSB | 175 | $2,548 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 145 | $2,174 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 113 | $1,635 | 0.00% | 00.0% | 不變 |
| Quarry LP | 98 | $1,427 | 0.00% | −1,183−92.3% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 93 | $1,354 | 0.00% | +93 | 新進 |
| Keating Financial Advisory Services, Inc. | 90 | $1,310 | 0.00% | +90 | 新進 |
| Assetmark, Inc | 86 | $1,252 | 0.00% | +86 | 新進 |
| Torren Management, LLC | 73 | $1,063 | 0.00% | −2,924−97.6% | 減碼 |
| Covestor Ltd | 51 | $1,000 | 0.00% | −25−32.9% | 減碼 |
| Farmers & Merchants Investments Inc | 65 | $946 | 0.00% | −25−27.8% | 減碼 |
| National Bank of Canada | 64 | $931 | 0.00% | +27+73.0% | 加碼 |
| Essential Partners LLC | 55 | $801 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 54 | $787 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 49 | $713 | 0.00% | 00.0% | 不變 |