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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
CPG
301
Cornerstone Planning Group
New Jersey
$694
RFP
302
Root Financial Partners
California
$568 +$603 +39 New
IPS
303
Investors Portfolio Services
Washington
$555 +$433 +28 New
RF
304
Rossby Financial
Florida
$506 +$541 +35 New
CMA
305
Cedar Mountain Advisors
Oregon
$291 +$309 +20 New
CJ
306
Caitlin John
Michigan
$248
AWM
307
Abound Wealth Management
Tennessee
$117 -$155 -10 -56%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$88 -$135K -8,745 -100%
GIA
309
GHP Investment Advisors
Colorado
$73 +$77 +5 New
SIC
310
SJS Investment Consulting
Ohio
$59
DF
311
Dunhill Financial
United Kingdom
$49
Citadel Advisors
312
Citadel Advisors
Florida
-$15.9M -1,026,432 Closed
Two Sigma Advisers
313
Two Sigma Advisers
New York
-$8.28M -679,400 Closed
A
314
AlphaQuest
New York
-$2.37M -194,425 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
315
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.36M -193,644 Closed
AI
316
Atom Investors
Texas
-$1.88M -153,919 Closed
ACM
317
Aquatic Capital Management
Illinois
-$1.46M -119,762 Closed
HA
318
Heartland Advisors
Wisconsin
-$1.09M -89,400 Closed
ECM
319
ExodusPoint Capital Management
New York
-$958K -78,581 Closed
Norges Bank
320
Norges Bank
Norway
-$902K -74,019 Closed
IP
321
Indivisible Partners
Florida
-$636K -52,205 Closed
AIM
322
Aigen Investment Management
New York
-$636K -52,139 Closed
FGP
323
Freestone Grove Partners
California
-$622K -51,034 Closed
AIM
324
Advyzon Investment Management
Illinois
-$548K -44,937 Closed
AC
325
AXQ Capital
New Jersey
-$542K -44,442 Closed