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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
HHGA
251
Halbert Hargrove Global Advisors
California
$3.49K +$3.35K +251 New
PFBT
252
Parkside Financial Bank & Trust
Missouri
$3.35K
FFA
253
Farther Finance Advisors
California
$2.81K +$508 +38 +23%
IA
254
IFP Advisors
Florida
$2.47K +$120 +9 +5%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$2.43K -$802 -60 -26%
MCM
256
MAI Capital Management
Ohio
$2.13K -$1.11K -83 -35%
HNB
257
Huntington National Bank
Ohio
$2.02K
PMAM
258
Picton Mahoney Asset Management
Ontario, Canada
$2K
WANY
259
Wealthspire Advisors (New York)
New York
$1.58K +$1.52K +114 New
EP
260
Essential Partners
California
$1.42K +$628 +47 +85%
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$1.25K
CT
262
Clearstead Trust
Maine
$1.17K
C
263
Covestor
United Kingdom
$1K -$521 -39 -29%
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$847 +$107 +8 +15%
TWD
265
True Wealth Design
Ohio
$751
TPCW
266
TD Private Client Wealth
New York
$639 +$615 +46 New
Optiver Holding
267
Optiver Holding
Netherlands
$514 +$494 +37 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$375 +$361 +27 New
AWM
269
Abound Wealth Management
Tennessee
$251
Balyasny Asset Management
270
Balyasny Asset Management
Illinois
-$13.8M -1,202,765 Closed
Norges Bank
271
Norges Bank
Norway
-$6.21M -539,166 Closed
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5M -434,334 Closed
CCM
273
Cinctive Capital Management
New York
-$2.87M -249,211 Closed
WAM
274
Weiss Asset Management
Massachusetts
-$2.53M -219,605 Closed
AG
275
Algert Global
California
-$2.1M -182,013 Closed

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.