WisdomTree
About: WisdomTree Inc is a financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, and solutions. It offers a broad range of ETFs and exchange-traded products (ETPs). The firm also engages in developing next-generation digital products and structures, including digital funds and tokenized assets, as well as its blockchain-native digital wallet, WisdomTree Prime.
Employees: 279
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
81% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 26
39% more call options, than puts
Call options by funds: $410K | Put options by funds: $296K
23% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 66
10% more funds holding
Funds holding: 204 [Q1] → 225 (+21) [Q2]
10% more capital invested
Capital invested by funds: $1.06B [Q1] → $1.17B (+$104M) [Q2]
1.37% more ownership
Funds ownership: 76.1% [Q1] → 77.47% (+1.37%) [Q2]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Craig-Hallum George Sutton 71% 1-year accuracy 10 / 14 met price target | 41%upside $15 | Buy Maintained | 29 Jul 2024 |
Northland Capital Markets Mike Grondahl 91% 1-year accuracy 10 / 11 met price target | 27%upside $13.50 | Outperform Maintained | 29 Jul 2024 |
Keefe, Bruyette & Woods Aidan Hall 100% 1-year accuracy 5 / 5 met price target | 13%upside $12 | Market Perform Reiterated | 29 Jul 2024 |
Oppenheimer Chris Kotowski 98% 1-year accuracy 60 / 61 met price target | 22%upside $13 | Outperform Maintained | 29 Jul 2024 |
Financial journalist opinion
Based on 32 articles about WT published over the past 30 days
