We are live on ! Find out more
WT icon

WisdomTree

311 hedge funds and large institutions have $2.35B invested in WisdomTree in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,657% more call options, than puts

Call options by funds: $42.2M | Put options by funds: $1.53M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $1.93B → $2.35B (+$422M)

8% more funds holding

Funds holding: 288311 (+23)

1.57% more ownership

Funds ownership: 112.36%113.93% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
3.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
64
Increased
110
Reduced
101
Closed
33
Calls
$42.2M
Puts
$1.53M
Net Calls
+$40.7M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parallel Advisors
California
$6.06K +$6.43K +416 New
PFBT
277
Parkside Financial Bank & Trust
Missouri
$5.9K
BTI
278
Blue Trust Inc
Georgia
$5.82K
JSAM
279
J. Safra Asset Management
New York
$4.66K +$2.66K +172 +116%
S
280
SignatureFD
Georgia
$4.66K +$4.95K +320 New
UFPG
281
United Financial Planning Group
New York
$4.57K +$4.85K +314 New
SS
282
Sunbelt Securities
Texas
$4.27K
IA
283
IFP Advisors
Florida
$3.95K
MCM
284
MAI Capital Management
Ohio
$3.32K +$742 +48 +27%
EC
285
Elequin Capital
New York
$2.81K -$5.35K -346 -64%
Optiver Holding
286
Optiver Holding
Netherlands
$2.62K +$2.02K +131 +267%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$2.55K
HNB
288
Huntington National Bank
Ohio
$2.11K
AFC
289
Ares Financial Consulting
California
$1.64K
QL
290
Quarry LP
New York
$1.43K -$18.3K -1,183 -92%
TPWA
291
Twin Peaks Wealth Advisors
California
$1.35K +$1.44K +93 New
KFAS
292
Keating Financial Advisory Services
Kansas
$1.31K +$1.39K +90 New
AssetMark Inc
293
AssetMark Inc
California
$1.25K +$1.33K +86 New
TM
294
Torren Management
California
$1.06K -$45.2K -2,924 -98%
C
295
Covestor
United Kingdom
$1K -$386 -25 -33%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$946 -$386 -25 -28%
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$931 +$417 +27 +73%
EP
298
Essential Partners
California
$801
TWD
299
True Wealth Design
Ohio
$787
AW
300
Ankerstar Wealth
Texas
$713