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 235 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $638 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,388
shares
|
$7,578
0.0% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,351
shares
|
$7,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,313
shares
|
$7,168
0.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
1,126
shares
|
$6,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
800
shares
|
$4,368
0.0% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
676
shares
|
$3,690
0.0% of portfolio
|
Q2 2024
Added 30.75%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
600
shares
|
$3,276
0.0% of portfolio
|
N/A
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
554
shares
|
$3,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 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%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
337
shares
|
$1,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 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%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
240
shares
|
$1,310
0.0% of portfolio
|
Q3 2024
Reduced 54.89%
|
|
|
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 |
Nov 06, 2024 Q3 2024 |
187
shares
|
$1,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
181
shares
|
$988
0.0% of portfolio
|
Q1 2024
Added 24.83%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
150
shares
|
$819
0.0% of portfolio
|
N/A
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
150
shares
|
$819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
149
shares
|
$813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
141
shares
|
$769
0.0% of portfolio
|
Q3 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
|