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 262 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $716 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
507
shares
|
$2,768
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
454
shares
|
$2,478
0.0% of portfolio
|
Q2 2025
Added 55.48%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
437
shares
|
$2,386
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
420
shares
|
$2,293
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
400
shares
|
$2,184
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
398
shares
|
$2,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
356
shares
|
$1,943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
291
shares
|
$1,588
0.0% of portfolio
|
Q2 2025
Added 110.87%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
241
shares
|
$1,315
0.0% of portfolio
|
Q2 2025
Added 1047.62%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
235
shares
|
$1,283
0.0% of portfolio
|
Q2 2025
Added 121.7%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
211
shares
|
$1,152
0.0% of portfolio
|
Q2 2025
Reduced 44.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
201
shares
|
$1,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
188
shares
|
$1,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
180
shares
|
$982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
169
shares
|
$922
0.0% of portfolio
|
Q2 2025
Added 838.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
164
shares
|
$895
0.0% of portfolio
|
Q2 2025
Reduced 71.53%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
163
shares
|
$889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
145
shares
|
$791
0.0% of portfolio
|
Q2 2025
Reduced 19.89%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
135
shares
|
$737
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
124
shares
|
$677
0.0% of portfolio
|
Q2 2025
Reduced 97.91%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
120
shares
|
$655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
90
shares
|
$491
0.0% of portfolio
|
Q4 2022
Added 21.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
84
shares
|
$458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
70
shares
|
$382
0.0% of portfolio
|
Q2 2025
New holding
|