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WisdomTree

256 hedge funds and large institutions have $1.15B invested in WisdomTree in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-14
Holders Change %
-5.19%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
86
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
226
Coldstream Capital Management
Washington
$8.93K +$8.93K +1,001 New
SS
227
SBI Securities
Japan
$7.85K +$4.71K +528 +150%
ATC
228
Adirondack Trust Company
New York
$5.35K
FFA
229
Farther Finance Advisors
California
$5.24K +$482 +53 +10%
QCG
230
Quadrant Capital Group
Ohio
$4.61K -$1.42K -159 -24%
BIG
231
Brooklyn Investment Group
New York
$4.52K +$4.51K +505 +25,250%
VWWMG
232
Vermillion & White Wealth Management Group
Pennsylvania
$3.73K +$3.73K +418 New
BTI
233
Blue Trust Inc
Georgia
$3.57K
AF
234
Allworth Financial
California
$3.46K
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$3.41K +$2.19K +246 +181%
Bessemer Group
236
Bessemer Group
New Jersey
$3K +$534 +52 +22%
EWA
237
EverSource Wealth Advisors
Alabama
$2.18K +$1.32K +148 +154%
MCM
238
MAI Capital Management
Ohio
$1.79K
HNB
239
Huntington National Bank
Ohio
$1.61K
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$1.34K
SW
241
SVB Wealth
Massachusetts
$1.27K +$1.27K +142 New
SCM
242
Sterling Capital Management
North Carolina
$1.23K -$27 -3 -2%
LFG
243
Larson Financial Group
Missouri
$1.19K +$1.19K +133 New
PMAM
244
Picton Mahoney Asset Management
Ontario, Canada
$1K
C
245
Covestor
United Kingdom
$1K +$914 +148 +1,057%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$946
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$803
AAP
248
Arax Advisory Partners
Colorado
$661 +$661 +74 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$544 -$13.8K -1,545 -96%
SC
250
Stephens Consulting
Michigan
$357 +$357 +40 New