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WisdomTree
WT

$10.31
0.39%
 

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

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 8 analysts
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

587% more call options, than puts

Call options by funds: $316K | Put options by funds: $46K

100% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2023] → 2 (+1) [Q1 2024]

32% more capital invested

Capital invested by funds: $792M [Q4 2023] → $1.04B (+$252M) [Q1 2024]

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

4% more funds holding

Funds holding: 192 [Q4 2023] → 200 (+8) [Q1 2024]

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

1.12% less ownership

Funds ownership: 76.01% [Q4 2023] → 74.89% (-1.12%) [Q1 2024]

Research analyst outlook

8 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$9.25
10%
downside
Avg. target
$11.28
9%
upside
High target
$12
16%
upside

8 analyst ratings

positive
75%
neutral
25%
negative
0%
Keefe, Bruyette & Woods
Michael Brown
7%upside
$11
Market Perform
Maintained
12 Jul 2024
Oppenheimer
Chris Kotowski
7%upside
$11
Outperform
Maintained
29 Apr 2024
Oppenheimer
Chris Kotowski
7%upside
$11
Outperform
Maintained
22 Apr 2024
Morgan Stanley
Michael Cyprys
10%downside
$9.25
Equal-Weight
Maintained
17 Apr 2024
UBS
Adam Beatty
16%upside
$12
Buy
Maintained
12 Apr 2024

Financial journalist opinion