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WisdomTree
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Overview Fund Activity

244 hedge funds and large institutions have $1.48B invested in WisdomTree in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 39 closing their positions.

Holders
244
Holders Change
-12
Holders Change %
-4.69%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
103
Reduced
88
Closed
39
Calls
$1.19M
Puts
$222K
Net Calls
+$963K
Net Calls Change
-$133K

Top Buyers

1
TI
1
Tidal Investments
Wisconsin
$15.6M
2
Millennium Management
2
Millennium Management
New York
$64.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$16.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.8M
5
SCM
5
Simcoe Capital Management
New York
$56.7M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$81.4M
2
BlackRock
2
BlackRock
New York
$197M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$9.32M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$4.67M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
226
Elequin Capital
New York
$2.16K 188 +188 New
WA
227
Whipplewood Advisors
Colorado
$2.07K 180 +180 New
C
228
Covestor
United Kingdom
$2K 135 -27 -17%
IA
229
IFP Advisors
Florida
$1.95K 169 +151 +839%
FFA
230
Farther Finance Advisors
California
$1.89K 164 -412 -72%
ACM
231
Aster Capital Management
United Arab Emirates
$1.88K 163 +163 New
HNB
232
Huntington National Bank
Ohio
$1.67K 145 -36 -20%
QL
233
Quarry LP
New York
$1.43K 124 -5,820 -98%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.04K 90 – –
PMAM
235
Picton Mahoney Asset Management
Ontario, Canada
$1K 120 – –
CT
236
Clearstead Trust
Maine
$967 84 +84 New
KHC
237
Koesten Hirschmann & Crabtree
Kansas
$806 70 +70 New
Jones Financial Companies
238
Jones Financial Companies
Missouri
$777 68 +68 New
TWD
239
True Wealth Design
Ohio
$622 54 +17 +46%
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$609 53 +53 New
AWM
241
Abound Wealth Management
Tennessee
$208 18 -2 -10%
LFG
242
Larson Financial Group
Missouri
$161 14 -119 -89%
AAS
243
Ameritas Advisory Services
Nebraska
$109 9 +9 New
TPWA
244
Twin Peaks Wealth Advisors
California
$27 2 +2 New
XT
245
XTX Topco
Cayman Islands
– – -154,068 Closed
IQI
246
Integrated Quantitative Investments
Washington
– – -105,580 Closed
KCM
247
Kennedy Capital Management
Missouri
– – -95,547 Closed
GF
248
Gabelli Funds
New York
– – -90,000 Closed
SFI
249
Susquehanna Fundamental Investments
Pennsylvania
– – -81,418 Closed
CJ
250
Caitlin John
Michigan
– – -69,708 Closed
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