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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$3.09M +$870K +65,149 +41%
HKAM
77
Horizon Kinetics Asset Management
New York
$2.79M +$30.3K +2,266 +1%
MCM
78
Maltese Capital Management
New York
$2.78M -$1.54M -115,000 -37%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$2.73M +$31.3K +2,344 +1%
Barclays
80
Barclays
United Kingdom
$2.66M -$1.19M -88,748 -32%
QT
81
Quantbot Technologies
New York
$2.66M +$1.18M +88,421 +86%
A
82
AlphaQuest
New York
$2.62M +$1.98M +148,535 +373%
Citigroup
83
Citigroup
New York
$2.45M +$712K +53,259 +43%
DZ Bank
84
DZ Bank
Germany
$2.43M +$291K +21,783 +14%
Point72 Asset Management
85
Point72 Asset Management
Connecticut
$2.43M +$2.33M +174,530 New
ACM
86
Aquatic Capital Management
Illinois
$2.42M +$709K +53,103 +44%
SPS
87
Susquehanna Portfolio Strategies
Pennsylvania
$2.34M +$155K +11,615 +7%
MML Investors Services
88
MML Investors Services
Massachusetts
$2.34M +$63.6K +4,763 +3%
Marshall Wace
89
Marshall Wace
United Kingdom
$2.23M -$14M -1,045,973 -87%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$2.11M
UBS Group
91
UBS Group
Switzerland
$2.09M -$5.6M -419,420 -74%
Stifel Financial
92
Stifel Financial
Missouri
$2.05M +$59.4K +4,446 +3%
Canada Life
93
Canada Life
Manitoba, Canada
$1.96M +$160K +11,962 +9%
BHCM
94
Brevan Howard Capital Management
Jersey
$1.88M +$398K +29,792 +28%
VRS
95
Virginia Retirement Systems
Virginia
$1.86M +$1.35M +101,200 +311%
Creative Planning
96
Creative Planning
Kansas
$1.82M +$162K +12,133 +10%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$1.81M +$549K +41,071 +46%
LFAS
98
Level Four Advisory Services
Texas
$1.79M +$54.4K +4,073 +3%
Prudential Financial
99
Prudential Financial
New Jersey
$1.69M -$17.4M -1,301,745 -91%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$1.62M +$114K +8,512 +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.