Institutional Ownership Wisdom Tree Investments, Inc. (WETF)
This table provides information about the institutional ownership of Wisdom Tree Investments, Inc. (WETF). We have compiled data on the 263 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,001
shares
|
$5,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$5,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
880
shares
|
$4,804
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
600
shares
|
$3,276
0.0% of portfolio
|
N/A
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
576
shares
|
$3,144
0.0% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
554
shares
|
$3,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
517
shares
|
$2,822
0.0% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
507
shares
|
$2,768
0.0% of portfolio
|
Q1 2025
Added 25250.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
418
shares
|
$2,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
400
shares
|
$2,184
0.0% of portfolio
|
Q4 2024
Added 515.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
400
shares
|
$2,184
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
382
shares
|
$2,085
0.0% of portfolio
|
Q1 2025
Added 180.88%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
292
shares
|
$1,594
0.0% of portfolio
|
Q1 2025
Added 21.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
244
shares
|
$1,332
0.0% of portfolio
|
Q1 2025
Added 154.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
201
shares
|
$1,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
181
shares
|
$988
0.0% of portfolio
|
Q1 2024
Added 24.83%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
162
shares
|
$884
0.0% of portfolio
|
Q1 2025
Added 1057.14%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
150
shares
|
$819
0.0% of portfolio
|
N/A
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
142
shares
|
$775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
138
shares
|
$753
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
133
shares
|
$726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
120
shares
|
$655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
106
shares
|
$578
0.0% of portfolio
|
Q1 2024
Added 27.71%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
90
shares
|
$491
0.0% of portfolio
|
Q4 2022
Added 21.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
74
shares
|
$404
0.0% of portfolio
|
Q1 2025
New holding
|