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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
68
shares
|
$371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
54
shares
|
$294
0.0% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
53
shares
|
$289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
18
shares
|
$98
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
14
shares
|
$76
0.0% of portfolio
|
Q2 2025
Reduced 89.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
9
shares
|
$49
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$10
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|