WT icon

WisdomTree

247 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, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

0.28% less ownership

Funds ownership: 87.96%87.68% (-0.28%)

4% less funds holding

Funds holding: 256247 (-9)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.19M
Puts
$222K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
151
Raymond James Financial
Florida
$271K
Universal-Beteiligungs- und Servicegesellschaft
152
Universal-Beteiligungs- und Servicegesellschaft
Germany
$264K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$262K
JG
154
Jain Global
New York
$260K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$257K
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$256K
ECM
157
Everence Capital Management
Indiana
$246K
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$236K
FGP
159
Freestone Grove Partners
California
$234K
Walleye Capital
160
Walleye Capital
New York
$228K
PS
161
Principal Securities
Iowa
$225K
QCM
162
Quantinno Capital Management
New York
$221K
NAM
163
NorthCrest Asset Manangement
Minnesota
$220K
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$218K
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$210K
SOW
166
State of Wyoming
Wyoming
$201K
FIM
167
Freedom Investment Management
Connecticut
$201K
SCA
168
SMH Capital Advisors
Texas
$194K
Mariner
169
Mariner
Kansas
$190K
Neuberger Berman Group
170
Neuberger Berman Group
New York
$186K
HSBC Holdings
171
HSBC Holdings
United Kingdom
$186K
SWM
172
Stonebridge Wealth Management
Illinois
$186K
AIM
173
Aigen Investment Management
New York
$181K
TRCT
174
Tower Research Capital (TRC)
New York
$180K
MOACM
175
Mutual of America Capital Management
New York
$171K