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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
CWM
176
CIBC World Markets
New York
$171K
NA
177
Navellier & Associates
Nevada
$162K
KAS
178
Kestra Advisory Services
Texas
$158K
ET
179
Entropy Technologies
New York
$157K
IPW
180
Impact Partnership Wealth
Georgia
$156K
PCS
181
Personal CFO Solutions
New Jersey
$154K
SCM
182
SCS Capital Management
Massachusetts
$150K
P
183
&Partners
Tennessee
$147K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$143K
AIP
185
Ameritas Investment Partners
Nebraska
$141K
CFG
186
Cooper Financial Group
California
$138K
JWM
187
JGP Wealth Management
Oregon
$136K
AAS
188
Avantax Advisory Services
Texas
$134K
APW
189
Austin Private Wealth
Texas
$129K
VPIM
190
Vanguard Personalized Indexing Management
California
$128K
SPA
191
Sherbrooke Park Advisers
New York
$126K
Wolverine Trading
192
Wolverine Trading
Illinois
$121K
SFS
193
Sowell Financial Services
Arkansas
$120K
Russell Investments Group
194
Russell Investments Group
United Kingdom
$81.4K
VCM
195
Versant Capital Management
Arizona
$64.1K
TCM
196
Traub Capital Management
Massachusetts
$57.5K
KBC Group
197
KBC Group
Belgium
$52K
GI
198
GAMMA Investing
California
$50.4K
PAS
199
Point72 Asia (Singapore)
Singapore
$46.1K
AAP
200
Arax Advisory Partners
Colorado
$43.1K