We are live on ! Find out more
WT icon

WisdomTree

269 hedge funds and large institutions have $2.15B invested in WisdomTree in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,358% more call options, than puts

Call options by funds: $8.43M | Put options by funds: $578K

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

76% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 67

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $1.48B → $2.15B (+$670M)

17.88% more ownership

Funds ownership: 87.64%105.51% (+18%)

9% more funds holding

Funds holding: 247269 (+22)

Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
118
Reduced
67
Closed
28
Calls
$8.43M
Puts
$578K
Net Calls
+$7.85M
Net Calls Change
+$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Hantz Financial Services
Michigan
$22K +$16.5K +1,235 +347%
SL
227
Salomon & Ludwin
Virginia
$19.8K +$19.5K +1,458 New
TFA
228
Transamerica Financial Advisors
Florida
$19.3K +$18.6K +1,392 New
MCM
229
Manchester Capital Management
Vermont
$18.8K
EWA
230
EverSource Wealth Advisors
Alabama
$18.3K -$321 -24 -2%
US Bancorp
231
US Bancorp
Minnesota
$16.9K +$16.2K +1,214 New
Jones Financial Companies
232
Jones Financial Companies
Missouri
$15K +$13.5K +1,014 +1,491%
OP
233
ORG Partners
Indiana
$13.9K
CIAM
234
Caitong International Asset Management
Hong Kong
$13K +$12.5K +933 New
Bessemer Group
235
Bessemer Group
New Jersey
$12K +$6.04K +452 +100%
UB
236
UMB Bank
Missouri
$11.7K +$1.68K +126 +18%
ASN
237
Advisory Services Network
Georgia
$11.6K +$11.1K +831 New
SS
238
SBI Securities
Japan
$11.2K -$1.11K -83 -9%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$9.34K +$8.98K +672 New
QCG
240
Quadrant Capital Group
Ohio
$8.94K +$8.59K +643 New
ATC
241
Adirondack Trust Company
New York
$8.34K
AF
242
Allworth Financial
California
$7.41K +$1.28K +96 +22%
HPC
243
HM Payson & Co
Maine
$6.95K
VWWMG
244
Vermillion & White Wealth Management Group
Pennsylvania
$5.84K
BTI
245
Blue Trust Inc
Georgia
$5.56K
CA
246
Clearstead Advisors
Ohio
$5.53K
SS
247
Sunbelt Securities
Texas
$5.46K +$5.25K +393 New
CJ
248
Caitlin John
Michigan
$5.21K +$5.01K +375 New
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$4.89K +$1.88K +141 +67%
SCM
250
Sterling Capital Management
North Carolina
$4.06K +$13 +1 +0.3%

WT Hedge Fund Activity: Q3 2025 in Review

269 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2025, worth a combined $2.15B — up 45% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WT positions and 28 closed out — a net gain of 25 holders — while 118 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Millennium Management, cutting an estimated $41.4M.

  • 269 institutional investors held WisdomTree (WT) as of Q3 2025, up from 247 in Q2 2025.
  • Funds reported $2.15B of WisdomTree stock for Q3 2025, up 45% quarter-over-quarter.
  • 53 funds opened new WisdomTree positions in Q3 2025 and 28 closed out, a net change of +25 holders.
  • The largest WisdomTree buyer in Q3 2025 was Fidelity Investments, an estimated $184M added.
  • The largest WisdomTree seller in Q3 2025 was Millennium Management, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2025.