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WisdomTree

268 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, 117 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
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
HFS
226
Hantz Financial Services
Michigan
$22K
SL
227
Salomon & Ludwin
Virginia
$19.8K
TFA
228
Transamerica Financial Advisors
Florida
$19.3K
MCM
229
Manchester Capital Management
Vermont
$18.8K
EWA
230
EverSource Wealth Advisors
Alabama
$18.3K
US Bancorp
231
US Bancorp
Minnesota
$16.9K
Jones Financial Companies
232
Jones Financial Companies
Missouri
$15K
OP
233
ORG Partners
Indiana
$13.9K
CIAM
234
Caitong International Asset Management
Hong Kong
$13K
Bessemer Group
235
Bessemer Group
New Jersey
$12K
UB
236
UMB Bank
Missouri
$11.7K
ASN
237
Advisory Services Network
Georgia
$11.6K
SS
238
SBI Securities
Japan
$11.2K
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$9.34K
QCG
240
Quadrant Capital Group
Ohio
$8.94K
ATC
241
Adirondack Trust Company
New York
$8.34K
AF
242
Allworth Financial
California
$7.41K
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
CJ
248
Caitlin John
Michigan
$5.21K
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$4.89K
SCM
250
Sterling Capital Management
North Carolina
$4.06K