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WisdomTree

286 hedge funds and large institutions have $1.93B invested in WisdomTree in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
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
$8.49M
Puts
$68K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
251
ORG Partners
Indiana
$12.2K
AF
252
Allworth Financial
California
$10.9K
UB
253
UMB Bank
Missouri
$10.5K
SS
254
SBI Securities
Japan
$9.81K
SCM
255
Sterling Capital Management
North Carolina
$9.75K
QCG
256
Quadrant Capital Group
Ohio
$7.84K
ATC
257
Adirondack Trust Company
New York
$7.31K
HBW
258
Hazlett, Burt & Watson
West Virginia
$7K
EC
259
Elequin Capital
New York
$6.57K
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$5.74K
VWWMG
261
Vermillion & White Wealth Management Group
Pennsylvania
$5.12K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$4.94K
BTI
263
Blue Trust Inc
Georgia
$4.88K
FFA
264
Farther Finance Advisors
California
$4.64K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$3.77K
SS
266
Sunbelt Securities
Texas
$3.57K
IA
267
IFP Advisors
Florida
$3.3K
GRP
268
Global Retirement Partners
California
$2.97K
DT
269
DV Trading
Illinois
$2.37K
MCM
270
MAI Capital Management
Ohio
$2.19K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$2.13K
JSAM
272
J. Safra Asset Management
New York
$1.8K
HNB
273
Huntington National Bank
Ohio
$1.77K
AFC
274
Ares Financial Consulting
California
$1.38K
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.1K