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WisdomTree

245 hedge funds and large institutions have $1.48B invested in WisdomTree in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
104
Reduced
88
Closed
39
Calls
$1.19M
Puts
$222K
Net Calls
+$963K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Shares
Change %
Universal-Beteiligungs- und Servicegesellschaft
151
Universal-Beteiligungs- und Servicegesellschaft
Germany
$264K +$10.7K +927 +4%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$262K +$138 +12 +0.1%
JG
153
Jain Global
New York
$260K +$99K +8,600 +61%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$257K +$24.4K +2,119 +11%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$256K +$39.9K +3,470 +19%
ECM
156
Everence Capital Management
Indiana
$246K
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$236K
FGP
158
Freestone Grove Partners
California
$234K -$3.41K -296 -1%
Walleye Capital
159
Walleye Capital
New York
$228K +$228K +19,796 New
PS
160
Principal Securities
Iowa
$225K +$76.9K +6,682 +52%
QCM
161
Quantinno Capital Management
New York
$221K +$86.8K +7,542 +65%
NAM
162
NorthCrest Asset Manangement
Minnesota
$220K -$209K -16,713 -49%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$218K +$21.2K +1,840 +11%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$210K
SOW
165
State of Wyoming
Wyoming
$201K +$140K +12,187 +229%
FIM
166
Freedom Investment Management
Connecticut
$201K -$7.1K -617 -3%
SCA
167
SMH Capital Advisors
Texas
$194K -$8.84K -768 -4%
Mariner
168
Mariner
Kansas
$190K +$11.7K +1,014 +7%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$186K +$8.1K +704 +5%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$186K -$42.6K -3,705 -19%
SWM
171
Stonebridge Wealth Management
Illinois
$186K +$186K +16,140 New
AIM
172
Aigen Investment Management
New York
$181K -$331K -28,770 -65%
TRCT
173
Tower Research Capital (TRC)
New York
$180K +$72.3K +6,283 +67%
MOACM
174
Mutual of America Capital Management
New York
$171K -$20.5K -1,778 -11%
CWM
175
CIBC World Markets
New York
$171K -$172K -14,965 -50%