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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 32 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $232K

1.44% less ownership

Funds ownership: 89.41%87.97% (-1.4%)

6% less funds holding

Funds holding: 271256 (-15)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

16% less capital invested

Capital invested by funds: $1.37B → $1.15B (-$218M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
256
Holders Change
-15
Holders Change %
-5.54%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
87
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.57M +$662K +71,035 +68%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$1.56M -$656K -70,352 -29%
DZ Bank
78
DZ Bank
Germany
$1.46M +$429K +45,994 +39%
XT
79
XTX Topco
Cayman Islands
$1.37M +$676K +72,523 +89%
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.29M -$65.4K -7,018 -5%
NRD
81
Nebula Research & Development
New York
$1.26M +$700K +75,139 +114%
MML Investors Services
82
MML Investors Services
Massachusetts
$1.22M +$89.3K +9,580 +8%
CCM
83
CAAS Capital Management
New York
$1.15M
Canada Life
84
Canada Life
Manitoba, Canada
$1.15M -$114K -12,254 -9%
GC
85
Globeflex Capital
California
$1.08M
QT
86
Quantbot Technologies
New York
$1.05M -$1.36M -145,761 -55%
Prudential Financial
87
Prudential Financial
New Jersey
$1.04M -$100K -10,760 -8%
Stifel Financial
88
Stifel Financial
Missouri
$1.03M +$13.2K +1,420 +1%
Creative Planning
89
Creative Planning
Kansas
$1.01M +$109K +11,671 +11%
Fisher Asset Management
90
Fisher Asset Management
Washington
$996K +$37 +4 +0%
EGM
91
Engineers Gate Manager
New York
$996K -$155K -16,637 -13%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$990K
SC
93
SummitTX Capital
Texas
$942K +$984K +105,601 New
IQI
94
Integrated Quantitative Investments
Washington
$942K -$171K -18,308 -15%
LFAS
95
Level Four Advisory Services
Texas
$893K +$11.9K +1,277 +1%
KCM
96
Kennedy Capital Management
Missouri
$852K -$4.19M -449,958 -82%
AG
97
Algert Global
California
$823K +$264K +28,310 +44%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$807K +$193K +20,724 +30%
GF
99
Gabelli Funds
New York
$803K -$184K -19,717 -18%
Norges Bank
100
Norges Bank
Norway
$780K

WT Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2025, worth a combined $1.15B — down 16% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WT and 32 opened new positions — a net loss of 13 holders — while 99 trimmed existing stakes and 87 added.

The largest buyer was Simcoe Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Azora Capital LP, cutting an estimated $14M.

  • 256 institutional investors held WisdomTree (WT) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $1.15B of WisdomTree stock for Q1 2025, down 16% quarter-over-quarter.
  • 32 funds opened new WisdomTree positions in Q1 2025 and 45 closed out, a net change of -13 holders.
  • The largest WisdomTree buyer in Q1 2025 was Simcoe Capital Management, an estimated $37.2M added.
  • The largest WisdomTree seller in Q1 2025 was Azora Capital LP, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2025.