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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 %
LCS
276
Levin Capital Strategies
New York
-$488K -46,519 Closed
DTL
277
Dynamic Technology Lab
Singapore
-$435K -41,426 Closed
AA
278
ALPS Advisors
Colorado
-$383K -36,475 Closed
WAM
279
Weiss Asset Management
Massachusetts
-$366K -34,817 Closed
CM
280
Crestline Management
Texas
-$305K -29,017 Closed
TFA
281
Toth Financial Advisory
Virginia
-$278K -26,500 Closed
CC
282
Centiva Capital
New York
-$278K -26,466 Closed
BC
283
Bridgefront Capital
Texas
-$187K -17,825 Closed
Group One Trading
284
Group One Trading
Illinois
-$181K -17,193 Closed
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
-$172K -16,353 Closed
SM
286
Sciencast Management
New Jersey
-$154K -14,659 Closed
AC
287
AXQ Capital
New Jersey
-$139K -13,271 Closed
PAS
288
Point72 Asia (Singapore)
Singapore
-$134K -12,777 Closed
Lord, Abbett & Co
289
Lord, Abbett & Co
New Jersey
-$105K -10,000 Closed
CFGS
290
Concourse Financial Group Securities
Alabama
-$59.1K -5,965 Closed
RS
291
R Squared
Hong Kong
-$16.8K -1,600 Closed
AWM
292
Avior Wealth Management
Nebraska
-$15.9K -1,516 Closed
CIAM
293
Caitong International Asset Management
Hong Kong
-$11.5K -1,095 Closed
VWM
294
Venturi Wealth Management
Texas
-$5.04K -480 Closed
Optiver Holding
295
Optiver Holding
Netherlands
-$3.19K -304 Closed
Lazard Asset Management
296
Lazard Asset Management
New York
-$3K -287 Closed
AP
297
Aspect Partners
Virginia
-$1.58K -150 Closed
GM
298
GeoWealth Management
Illinois
-$1.23K -117 Closed
CFB
299
Cullen/Frost Bankers
Texas
-$945 -90 Closed
CAS
300
Coppell Advisory Solutions
Texas
-$562 -54 Closed