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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
7,068
shares
|
$38,591
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,570
shares
|
$30,412
0.0% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$27,638
0.0% of portfolio
|
Q2 2020
Added 6.19%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
5,000
shares
|
$27,300
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
4,511
shares
|
$24,630
0.0% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,380
shares
|
$23,914
0.0% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
4,008
shares
|
$21,883
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,743
shares
|
$20,436
0.0% of portfolio
|
Q2 2025
Added 4958.11%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,578
shares
|
$14,075
0.0% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,565
shares
|
$14,004
0.0% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,448
shares
|
$13,366
0.0% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
2,300
shares
|
$12,558
0.0% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,946
shares
|
$10,625
0.04% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,631
shares
|
$8,905
0.0% of portfolio
|
N/A
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,500
shares
|
$8,190
0.0% of portfolio
|
Q1 2023
Reduced 40.0%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,464
shares
|
$7,993
0.0% of portfolio
|
Q2 2025
Reduced 28.41%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,351
shares
|
$7,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,338
shares
|
$7,305
0.0% of portfolio
|
Q2 2025
Added 448.36%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,322
shares
|
$7,218
0.0% of portfolio
|
Q2 2025
Added 781.33%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,277
shares
|
$6,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$5,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
887
shares
|
$4,843
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
717
shares
|
$3,914
0.0% of portfolio
|
Q2 2025
Added 2008.82%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
600
shares
|
$3,276
0.0% of portfolio
|
N/A
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
555
shares
|
$3,030
0.0% of portfolio
|
Q2 2025
New holding
|