WT icon

WisdomTree

256 hedge funds and large institutions have $1.15B invested in WisdomTree in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-14
Holders Change %
-5.19%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
86
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
251
True Wealth Design
Ohio
$331 +$286 +32 +640%
UB
252
UMB Bank
Missouri
$303 -$2.12K -238 -88%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$188
AWM
254
Abound Wealth Management
Tennessee
$179
IA
255
IFP Advisors
Florida
$161
DF
256
Dunhill Financial
United Kingdom
$48 +$48 +3 New
NIP
257
Nicholas Investment Partners
California
-$7.63M -726,427 Closed
EP
258
Edgestream Partners
New Jersey
-$4.92M -468,117 Closed
TI
259
Tidal Investments
Wisconsin
-$4.82M -458,923 Closed
Canada Pension Plan Investment Board
260
Canada Pension Plan Investment Board
Ontario, Canada
-$1.85M -176,400 Closed
JCIA
261
Jackson Creek Investment Advisors
Colorado
-$1.85M -175,681 Closed
BAM
262
Bosun Asset Management
Illinois
-$1.49M -142,369 Closed
LCM
263
Legato Capital Management
California
-$1.14M -108,847 Closed
SA
264
SRN Advisors
Pennsylvania
-$1.11M -106,000 Closed
WAM
265
Wakefield Asset Management
Colorado
-$1.03M -98,320 Closed
Franklin Resources
266
Franklin Resources
California
-$922K -87,839 Closed
Norges Bank
267
Norges Bank
Norway
-$918K -87,466 Closed
M&T Bank
268
M&T Bank
New York
-$814K -77,518 Closed
JF
269
Jump Financial
Illinois
-$755K -71,889 Closed
MMEA
270
Main Management ETF Advisors
California
-$748K -71,200 Closed
CA
271
CoreCap Advisors
Michigan
-$703K -66,954 Closed
GCP
272
GSA Capital Partners
United Kingdom
-$656K -62,472 Closed
CCIA
273
Campbell & Co Investment Adviser
Maryland
-$636K -60,613 Closed
TC
274
TwinBeech Capital
New York
-$572K -54,479 Closed
Acadian Asset Management
275
Acadian Asset Management
Massachusetts
-$519K -49,496 Closed