WT icon

WisdomTree
WT

Overview Fund Activity

245 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, 104 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% 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
104
Reduced
88
Closed
39
Calls
$1.19M
Puts
$222K
Net Calls
+$963K
Net Calls Change
-$133K

Top Buyers

1
TI
Tidal Investments
Wisconsin
+$15.6M
2
Millennium Management
Millennium Management
New York
+$15.5M
3
Prudential Financial
Prudential Financial
New Jersey
+$15M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.9M
5
SCM
Simcoe Capital Management
New York
+$10.8M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$23M
2
BlackRock
BlackRock
New York
-$14.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$8.81M
4
CSS
Cubist Systematic Strategies
Connecticut
-$8.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$2.43K -$1.97K -171 -45%
EC
227
Elequin Capital
New York
$2.16K +$2.16K +188 New
WA
228
Whipplewood Advisors
Colorado
$2.07K +$2.07K +180 New
C
229
Covestor
United Kingdom
$2K -$400 -27 -17%
IA
230
IFP Advisors
Florida
$1.95K +$1.74K +151 +839%
FFA
231
Farther Finance Advisors
California
$1.89K -$4.74K -412 -72%
ACM
232
Aster Capital Management
United Arab Emirates
$1.88K +$1.88K +163 New
HNB
233
Huntington National Bank
Ohio
$1.67K -$414 -36 -20%
QL
234
Quarry LP
New York
$1.43K -$67K -5,820 -98%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.04K – – –
PMAM
236
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CT
237
Clearstead Trust
Maine
$967 +$967 +84 New
KHC
238
Koesten Hirschmann & Crabtree
Kansas
$806 +$806 +70 New
Jones Financial Companies
239
Jones Financial Companies
Missouri
$777 +$777 +68 New
TWD
240
True Wealth Design
Ohio
$622 +$196 +17 +46%
National Bank of Canada
241
National Bank of Canada
Quebec, Canada
$609 +$609 +53 New
AWM
242
Abound Wealth Management
Tennessee
$208 -$23 -2 -10%
LFG
243
Larson Financial Group
Missouri
$161 -$1.37K -119 -89%
AAS
244
Ameritas Advisory Services
Nebraska
$109 +$109 +9 New
TPWA
245
Twin Peaks Wealth Advisors
California
$27 +$27 +2 New
XT
246
XTX Topco
Cayman Islands
– -$1.37M -154,068 Closed
IQI
247
Integrated Quantitative Investments
Washington
– -$942K -105,580 Closed
KCM
248
Kennedy Capital Management
Missouri
– -$852K -95,547 Closed
GF
249
Gabelli Funds
New York
– -$803K -90,000 Closed
SFI
250
Susquehanna Fundamental Investments
Pennsylvania
– -$726K -81,418 Closed
8 9
10
11 12