WT icon

WisdomTree

265 hedge funds and large institutions have $2.16B invested in WisdomTree in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.43M
Puts
$578K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$267K
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$267K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$254K
IPW
179
Impact Partnership Wealth
Georgia
$244K
PCS
180
Personal CFO Solutions
New Jersey
$243K
MSRPS
181
Maryland State Retirement & Pension System
Maryland
$240K
OAM
182
Oxford Asset Management
United Kingdom
$240K
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$227K
SWM
184
Stonebridge Wealth Management
Illinois
$224K
AIM
185
Advyzon Investment Management
Illinois
$215K
SCA
186
SMH Capital Advisors
Texas
$214K
Neuberger Berman Group
187
Neuberger Berman Group
New York
$213K
AFWM
188
Abich Financial Wealth Management
Virginia
$194K
NA
189
Navellier & Associates
Nevada
$192K
MOACM
190
Mutual of America Capital Management
New York
$187K
Mariner
191
Mariner
Kansas
$184K
Wolverine Trading
192
Wolverine Trading
Illinois
$184K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$181K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$181K
SCM
195
SCS Capital Management
Massachusetts
$181K
CBU
196
CIBC Bancorp USA
Illinois
$178K
Franklin Resources
197
Franklin Resources
California
$175K
VPIM
198
Vanguard Personalized Indexing Management
California
$170K
CFG
199
Cooper Financial Group
California
$167K
APW
200
Austin Private Wealth
Texas
$164K