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WisdomTree

247 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, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

0.28% less ownership

Funds ownership: 87.96%87.68% (-0.28%)

4% less funds holding

Funds holding: 256247 (-9)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.19M
Puts
$222K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$2.72K
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$2.71K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$2.43K
EC
229
Elequin Capital
New York
$2.16K
WA
230
Whipplewood Advisors
Colorado
$2.07K
C
231
Covestor
United Kingdom
$2K
IA
232
IFP Advisors
Florida
$1.95K
FFA
233
Farther Finance Advisors
California
$1.89K
ACM
234
Aster Capital Management
United Arab Emirates
$1.88K
HNB
235
Huntington National Bank
Ohio
$1.67K
QL
236
Quarry LP
New York
$1.43K
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.04K
PMAM
238
Picton Mahoney Asset Management
Ontario, Canada
$1K
CT
239
Clearstead Trust
Maine
$967
KHC
240
Koesten Hirschmann & Crabtree
Kansas
$806
Jones Financial Companies
241
Jones Financial Companies
Missouri
$777
TWD
242
True Wealth Design
Ohio
$622
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$609
AWM
244
Abound Wealth Management
Tennessee
$208
LFG
245
Larson Financial Group
Missouri
$161
AAS
246
Ameritas Advisory Services
Nebraska
$109
TPWA
247
Twin Peaks Wealth Advisors
California
$27
XT
248
XTX Topco
Cayman Islands
IQI
249
Integrated Quantitative Investments
Washington
KCM
250
Kennedy Capital Management
Missouri