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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
Bank of America
51
Bank of America
North Carolina
$6.28M +$1M +74,851 +20%
JP Morgan Chase
52
JP Morgan Chase
New York
$6.02M +$1.29M +96,226 +29%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$5.86M +$1.55M +116,302 +38%
EI
54
EAM Investors
California
$5.85M +$5.71M +427,571 New
Man Group
55
Man Group
United Kingdom
$5.79M +$3.05M +228,091 +121%
Credit Agricole
56
Credit Agricole
France
$5.43M +$5.22M +390,723 New
Ameriprise
57
Ameriprise
Minnesota
$5.18M +$224K +16,780 +5%
IP
58
Interval Partners
New York
$5.06M -$3.07M -229,472 -39%
UBS AM
59
UBS AM
Illinois
$4.99M -$3.17M -237,189 -40%
EGM
60
Engineers Gate Manager
New York
$4.96M +$3.39M +253,753 +246%
HF
61
HRT Financial
New York
$4.86M +$2.29M +171,126 +96%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$4.64M -$54.3K -4,061 -1%
Verition Fund Management
63
Verition Fund Management
Connecticut
$4.58M -$5.38M -402,542 -55%
Legal & General Group
64
Legal & General Group
United Kingdom
$4.48M +$19.7K +1,473 +0.5%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$4.4M +$4.24M +316,992 New
Squarepoint
66
Squarepoint
New York
$4.09M +$1.53M +114,429 +64%
Deutsche Bank
67
Deutsche Bank
Germany
$3.88M +$28.2K +2,109 +0.8%
CM
68
Capital Management
Virginia
$3.75M -$751K -56,235 -17%
RIL
69
Rothschild Investment LLC
Illinois
$3.74M +$5.56K +416 +0.2%
Swiss National Bank
70
Swiss National Bank
Switzerland
$3.37M +$46.8K +3,500 +1%
Raymond James Financial
71
Raymond James Financial
Florida
$3.33M +$2.89M +216,265 +920%
Wells Fargo
72
Wells Fargo
California
$3.23M +$234K +17,501 +8%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$3.23M -$7.71M -577,155 -71%
SEI Investments
74
SEI Investments
Pennsylvania
$3.17M +$1.81M +135,214 +145%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$3.15M -$253K -18,969 -8%

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.