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 277 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $692 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
240
shares
|
$1,310
0.0% of portfolio
|
Q3 2024
Reduced 54.89%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
201
shares
|
$1,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
181
shares
|
$988
0.0% of portfolio
|
Q1 2024
Added 24.83%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
150
shares
|
$819
0.0% of portfolio
|
N/A
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
150
shares
|
$819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
141
shares
|
$769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
136
shares
|
$742
0.0% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
121
shares
|
$660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
117
shares
|
$638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
106
shares
|
$578
0.0% of portfolio
|
Q1 2024
Added 27.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
96
shares
|
$524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
90
shares
|
$491
0.0% of portfolio
|
Q4 2022
Added 21.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
90
shares
|
$491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
54
shares
|
$294
0.0% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
21
shares
|
$114
0.0% of portfolio
|
Q4 2023
Reduced 97.06%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
20
shares
|
$109
0.0% of portfolio
|
Q3 2024
Reduced 48.72%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$98
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
14
shares
|
$76
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11
shares
|
$60
0.0% of portfolio
|
Q4 2024
Reduced 99.27%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
5
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2
shares
|
$10
0.0% of portfolio
|
Q4 2024
New holding
|