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WisdomTree
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Overview Fund Activity

244 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, 103 increasing their positions, 88 reducing their positions, and 39 closing their positions.

Holders
244
Holders Change
-12
Holders Change %
-4.69%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
103
Reduced
88
Closed
39
Calls
$1.19M
Puts
$222K
Net Calls
+$963K
Net Calls Change
-$133K

Top Buyers

1
TI
1
Tidal Investments
Wisconsin
$15.6M
2
Millennium Management
2
Millennium Management
New York
$64.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$16.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.8M
5
SCM
5
Simcoe Capital Management
New York
$56.7M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$81.4M
2
BlackRock
2
BlackRock
New York
$197M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$9.32M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$4.67M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$158K 13,768 +13,768 New
ET
177
Entropy Technologies
New York
$157K 13,600 -7,200 -35%
IPW
178
Impact Partnership Wealth
Georgia
$156K 13,531 -58 -0.4%
PCS
179
Personal CFO Solutions
New Jersey
$154K 13,422 +986 +8%
SCM
180
SCS Capital Management
Massachusetts
$150K 13,000 +13,000 New
P
181
&Partners
Tennessee
$147K 12,588 -434 -3%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$143K 12,429 +9,418 +313%
AIP
183
Ameritas Investment Partners
Nebraska
$141K 12,290 -1,327 -10%
CFG
184
Cooper Financial Group
California
$138K 11,983 +605 +5%
JWM
185
JGP Wealth Management
Oregon
$136K 11,828 – –
AAS
186
Avantax Advisory Services
Texas
$134K 11,662 +11,662 New
APW
187
Austin Private Wealth
Texas
$129K 11,244 +368 +3%
VPIM
188
Vanguard Personalized Indexing Management
California
$128K 11,152 +11,152 New
SPA
189
Sherbrooke Park Advisers
New York
$126K 10,923 +10,923 New
Wolverine Trading
190
Wolverine Trading
Illinois
$121K 10,592 +10,592 New
SFS
191
Sowell Financial Services
Arkansas
$120K 10,414 +10,414 New
Russell Investments Group
192
Russell Investments Group
United Kingdom
$81.4K 7,068 +82 +1%
VCM
193
Versant Capital Management
Arizona
$64.1K 5,570 +307 +6%
TCM
194
Traub Capital Management
Massachusetts
$57.6K 5,000 +5,000 New
KBC Group
195
KBC Group
Belgium
$52K 4,511 -3,281 -42%
GI
196
GAMMA Investing
California
$50.4K 4,380 -149 -3%
PAS
197
Point72 Asia (Singapore)
Singapore
$46.1K 4,008 +4,008 New
AAP
198
Arax Advisory Partners
Colorado
$43.1K 3,743 +3,669 +4,958%
FHA
199
First Horizon Advisors
Tennessee
$29.7K 2,578 +193 +8%
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K 2,565 +135 +6%
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