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WisdomTree

256 hedge funds and large institutions have $1.15B invested in WisdomTree in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-14
Holders Change %
-5.19%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
86
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
176
Raymond James Financial
Florida
$167K -$3.45M -387,269 -95%
EC
177
EntryPoint Capital
New York
$164K -$99.8K -11,189 -38%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$163K
PA
179
PharVision Advisers
Florida
$161K +$55.7K +6,241 +53%
FIM
180
Freedom Investment Management
Connecticut
$161K +$19.7K +2,204 +14%
SCA
181
SMH Capital Advisors
Texas
$158K +$3.44K +386 +2%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$152K +$152K +17,088 New
MOACM
183
Mutual of America Capital Management
New York
$149K -$5.98K -670 -4%
Mariner
184
Mariner
Kansas
$138K +$138K +15,525 New
Neuberger Berman Group
185
Neuberger Berman Group
New York
$138K +$138K +15,482 New
PS
186
Principal Securities
Iowa
$135K
NA
187
Navellier & Associates
Nevada
$129K -$10.7K -1,168 -8%
JG
188
Jain Global
New York
$125K -$98.9K -11,092 -44%
AIP
189
Ameritas Investment Partners
Nebraska
$121K
IPW
190
Impact Partnership Wealth
Georgia
$121K -$245K -27,495 -67%
BCM
191
Bayesian Capital Management
New York
$120K -$24.8K -2,779 -17%
P
192
&Partners
Tennessee
$117K +$117K +13,022 New
PCM
193
Polymer Capital Management
New York
$116K +$116K +13,018 New
PCS
194
Personal CFO Solutions
New Jersey
$111K +$111K +12,436 New
JWM
195
JGP Wealth Management
Oregon
$106K
SEI Investments
196
SEI Investments
Pennsylvania
$105K +$6.45K +723 +7%
QCM
197
Quantinno Capital Management
New York
$104K +$104K +11,675 New
CFG
198
Cooper Financial Group
California
$101K +$7.11K +797 +8%
APW
199
Austin Private Wealth
Texas
$97K +$97K +10,876 New
CC
200
Corton Capital
Ontario, Canada
$96.6K -$162K -18,156 -63%