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WisdomTree
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Overview Fund Activity

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
3.28%
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

Top Buyers

1
TI
Tidal Investments
Wisconsin
+$15.6M
2
Millennium Management
Millennium Management
New York
+$15.5M
3
Prudential Financial
Prudential Financial
New Jersey
+$15M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.9M
5
SCM
Simcoe Capital Management
New York
+$10.8M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$23M
2
BlackRock
BlackRock
New York
-$14.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$8.81M
4
CSS
Cubist Systematic Strategies
Connecticut
-$8.73M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
Navellier & Associates
Nevada
$162K – – –
KAS
177
Kestra Advisory Services
Texas
$158K +$158K +13,768 New
ET
178
Entropy Technologies
New York
$157K -$82.9K -7,200 -35%
IPW
179
Impact Partnership Wealth
Georgia
$156K -$668 -58 -0.4%
PCS
180
Personal CFO Solutions
New Jersey
$154K +$11.3K +986 +8%
SCM
181
SCS Capital Management
Massachusetts
$150K +$150K +13,000 New
P
182
&Partners
Tennessee
$147K -$5.06K -434 -3%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$143K +$108K +9,418 +313%
AIP
184
Ameritas Investment Partners
Nebraska
$141K -$15.3K -1,327 -10%
CFG
185
Cooper Financial Group
California
$138K +$6.96K +605 +5%
JWM
186
JGP Wealth Management
Oregon
$136K – – –
AAS
187
Avantax Advisory Services
Texas
$134K +$134K +11,662 New
APW
188
Austin Private Wealth
Texas
$129K +$4.24K +368 +3%
VPIM
189
Vanguard Personalized Indexing Management
California
$128K +$128K +11,152 New
SPA
190
Sherbrooke Park Advisers
New York
$126K +$126K +10,923 New
Wolverine Trading
191
Wolverine Trading
Illinois
$121K +$121K +10,592 New
SFS
192
Sowell Financial Services
Arkansas
$120K +$120K +10,414 New
Russell Investments Group
193
Russell Investments Group
United Kingdom
$81.4K +$944 +82 +1%
VCM
194
Versant Capital Management
Arizona
$64.1K +$3.53K +307 +6%
TCM
195
Traub Capital Management
Massachusetts
$57.6K +$57.6K +5,000 New
KBC Group
196
KBC Group
Belgium
$52K -$37.8K -3,281 -42%
GI
197
GAMMA Investing
California
$50.4K -$1.72K -149 -3%
PAS
198
Point72 Asia (Singapore)
Singapore
$46.1K +$46.1K +4,008 New
AAP
199
Arax Advisory Partners
Colorado
$43.1K +$42.2K +3,669 +4,958%
FHA
200
First Horizon Advisors
Tennessee
$29.7K +$2.22K +193 +8%
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