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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
16,539
shares
|
$90,302
0.0% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
16,186
shares
|
$88,375
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
16,153
shares
|
$88,195
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Aug 27, 2025 Q2 2025 |
16,140
shares
|
$88,124
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
15,625
shares
|
$85,312
0.0% of portfolio
|
Q2 2025
Added 67.26%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
14,886
shares
|
$81,277
0.0% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
14,831
shares
|
$80,977
0.0% of portfolio
|
Q2 2025
Reduced 50.22%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,764
shares
|
$80,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
14,058
shares
|
$76,756
0.01% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,768
shares
|
$75,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
13,531
shares
|
$73,879
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,000
shares
|
$70,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,588
shares
|
$68,730
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
12,436
shares
|
$67,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
12,429
shares
|
$67,862
0.0% of portfolio
|
Q2 2025
Added 312.79%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,290
shares
|
$67,103
0.0% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
11,983
shares
|
$65,427
0.01% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
11,828
shares
|
$64,580
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,662
shares
|
$63,674
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
11,244
shares
|
$61,392
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
11,152
shares
|
$60,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
10,923
shares
|
$59,639
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
10,800
shares
|
$58,968
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
10,592
shares
|
$57,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,414
shares
|
$56,860
0.0% of portfolio
|
Q2 2025
New holding
|