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 226 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $622 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
532
shares
|
$2,904
0.0% of portfolio
|
Q1 2024
Reduced 16.61%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
480
shares
|
$2,620
0.0% of portfolio
|
Q2 2024
Reduced 24.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
386
shares
|
$2,107
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
313
shares
|
$1,708
0.0% of portfolio
|
N/A
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
287
shares
|
$1,567
0.0% of portfolio
|
Q2 2024
Added 73.94%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
272
shares
|
$1,485
0.0% of portfolio
|
Q3 2024
Added 75.48%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
203
shares
|
$1,108
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
187
shares
|
$1,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
181
shares
|
$988
0.0% of portfolio
|
Q1 2024
Added 24.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
150
shares
|
$819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
150
shares
|
$819
0.0% of portfolio
|
N/A
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
125
shares
|
$682
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
118
shares
|
$644
0.0% of portfolio
|
Q3 2024
Added 29.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
106
shares
|
$578
0.0% of portfolio
|
Q1 2024
Added 27.71%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
90
shares
|
$491
0.0% of portfolio
|
Q4 2022
Added 21.62%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
65
shares
|
$354
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
39
shares
|
$212
0.0% of portfolio
|
Q1 2024
Reduced 40.91%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
21
shares
|
$114
0.0% of portfolio
|
Q4 2023
Reduced 97.06%
|
|
|
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 |
Aug 09, 2024 Q2 2024 |
14
shares
|
$76
0.0% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
13
shares
|
$70
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
11
shares
|
$60
0.0% of portfolio
|
Q3 2024
New holding
|