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WisdomTree

287 hedge funds and large institutions have $1.93B invested in WisdomTree in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

6.85% more ownership

Funds ownership: 105.51%112.36% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less capital invested

Capital invested by funds: $2.15B → $1.93B (-$226M)

Holders
287
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
SIS
251
Sound Income Strategies
Florida
$13.1K
OP
252
ORG Partners
Indiana
$12.2K
AF
253
Allworth Financial
California
$10.9K
UB
254
UMB Bank
Missouri
$10.5K
SS
255
SBI Securities
Japan
$9.81K
SCM
256
Sterling Capital Management
North Carolina
$9.75K
QCG
257
Quadrant Capital Group
Ohio
$7.84K
ATC
258
Adirondack Trust Company
New York
$7.31K
HBW
259
Hazlett, Burt & Watson
West Virginia
$7K
EC
260
Elequin Capital
New York
$6.57K
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$5.74K
VWWMG
262
Vermillion & White Wealth Management Group
Pennsylvania
$5.12K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$4.94K
BTI
264
Blue Trust Inc
Georgia
$4.88K
FFA
265
Farther Finance Advisors
California
$4.64K
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$3.77K
SS
267
Sunbelt Securities
Texas
$3.57K
IA
268
IFP Advisors
Florida
$3.3K
GRP
269
Global Retirement Partners
California
$2.97K
DT
270
DV Trading
Illinois
$2.37K
MCM
271
MAI Capital Management
Ohio
$2.19K
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$2.13K
JSAM
273
J. Safra Asset Management
New York
$1.8K
HNB
274
Huntington National Bank
Ohio
$1.77K
AFC
275
Ares Financial Consulting
California
$1.38K