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 236 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
65
shares
|
$354
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
54
shares
|
$294
0.0% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
21
shares
|
$114
0.0% of portfolio
|
Q4 2023
Reduced 97.06%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
20
shares
|
$109
0.0% of portfolio
|
Q3 2024
Reduced 48.72%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
15
shares
|
$81
0.0% of portfolio
|
Q2 2024
Reduced 99.58%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
13
shares
|
$70
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
11
shares
|
$60
0.0% of portfolio
|
Q3 2024
New holding
|