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 263 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,433
shares
|
$100,644
0.05% of portfolio
|
Q1 2025
Reduced 37.77%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
18,232
shares
|
$99,546
0.0% of portfolio
|
Q4 2023
Added 35.13%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
18,095
shares
|
$98,798
0.22% of portfolio
|
Q1 2025
Added 52.65%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
18,043
shares
|
$98,514
0.01% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
17,661
shares
|
$96,429
0.53% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
17,088
shares
|
$93,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
16,664
shares
|
$90,985
0.0% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,525
shares
|
$84,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
15,482
shares
|
$84,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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 |
May 06, 2025 Q1 2025 |
14,058
shares
|
$76,756
0.01% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,019
shares
|
$76,543
0.0% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
13,617
shares
|
$74,348
0.0% of portfolio
|
Q3 2023
Added 16.82%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
13,589
shares
|
$74,195
0.03% of portfolio
|
Q1 2025
Reduced 66.92%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
13,500
shares
|
$73,710
0.01% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
13,022
shares
|
$71,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,018
shares
|
$71,078
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,858
shares
|
$70,204
0.0% of portfolio
|
Q4 2024
Added 146.09%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
12,436
shares
|
$67,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
11,828
shares
|
$64,580
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
11,796
shares
|
$64,406
0.0% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
11,675
shares
|
$63,745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
11,378
shares
|
$62,123
0.01% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
10,876
shares
|
$59,382
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
May 07, 2025 Q1 2025 |
10,829
shares
|
$59,126
0.2% of portfolio
|
Q1 2025
Reduced 62.64%
|