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WisdomTree

265 hedge funds and large institutions have $2.16B invested in WisdomTree in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.43M
Puts
$578K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
226
Salomon & Ludwin
Virginia
$19.8K
TFA
227
Transamerica Financial Advisors
Florida
$19.3K
MCM
228
Manchester Capital Management
Vermont
$18.8K
EWA
229
EverSource Wealth Advisors
Alabama
$18.3K
US Bancorp
230
US Bancorp
Minnesota
$16.9K
Jones Financial Companies
231
Jones Financial Companies
Missouri
$15K
OP
232
ORG Partners
Indiana
$13.9K
CIAM
233
Caitong International Asset Management
Hong Kong
$13K
Bessemer Group
234
Bessemer Group
New Jersey
$12K
UB
235
UMB Bank
Missouri
$11.7K
ASN
236
Advisory Services Network
Georgia
$11.6K
SS
237
SBI Securities
Japan
$11.2K
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$9.34K
QCG
239
Quadrant Capital Group
Ohio
$8.94K
ATC
240
Adirondack Trust Company
New York
$8.34K
HPC
241
HM Payson & Co
Maine
$6.95K
VWWMG
242
Vermillion & White Wealth Management Group
Pennsylvania
$5.84K
BTI
243
Blue Trust Inc
Georgia
$5.56K
CA
244
Clearstead Advisors
Ohio
$5.53K
SS
245
Sunbelt Securities
Texas
$5.46K
CJ
246
Caitlin John
Michigan
$5.21K
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$4.89K
SCM
248
Sterling Capital Management
North Carolina
$4.06K
HHGA
249
Halbert Hargrove Global Advisors
California
$3.49K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$3.35K