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WisdomTree

269 hedge funds and large institutions have $2.15B invested in WisdomTree in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,358% more call options, than puts

Call options by funds: $8.43M | Put options by funds: $578K

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

76% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 67

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $1.48B → $2.15B (+$670M)

17.88% more ownership

Funds ownership: 87.64%105.51% (+18%)

9% more funds holding

Funds holding: 247269 (+22)

Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
118
Reduced
67
Closed
28
Calls
$8.43M
Puts
$578K
Net Calls
+$7.85M
Net Calls Change
+$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$267K +$73.2K +5,475 +40%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$267K +$257K +19,202 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$254K -$53.2K -3,982 -18%
IPW
179
Impact Partnership Wealth
Georgia
$244K +$53.5K +4,008 +30%
PCS
180
Personal CFO Solutions
New Jersey
$243K +$54K +4,042 +30%
MSRPS
181
Maryland State Retirement & Pension System
Maryland
$240K -$224K -16,769 -49%
OAM
182
Oxford Asset Management
United Kingdom
$240K +$231K +17,255 New
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$227K -$34.8K -2,603 -14%
SWM
184
Stonebridge Wealth Management
Illinois
$224K
AIM
185
Advyzon Investment Management
Illinois
$215K +$207K +15,471 New
SCA
186
SMH Capital Advisors
Texas
$214K +$13.3K +992 +6%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$213K -$11.4K -855 -5%
AFWM
188
Abich Financial Wealth Management
Virginia
$194K +$187K +13,976 New
NA
189
Navellier & Associates
Nevada
$192K -$3.11K -233 -2%
MOACM
190
Mutual of America Capital Management
New York
$187K -$18.9K -1,416 -10%
Mariner
191
Mariner
Kansas
$184K -$44.3K -3,312 -20%
Wolverine Trading
192
Wolverine Trading
Illinois
$184K +$35.2K +2,631 +25%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$181K +$7.47K +559 +4%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$181K -$130K -9,760 -43%
SCM
195
SCS Capital Management
Massachusetts
$181K
CBU
196
CIBC Bancorp USA
Illinois
$178K +$171K +12,831 New
Franklin Resources
197
Franklin Resources
California
$175K +$168K +12,576 New
VPIM
198
Vanguard Personalized Indexing Management
California
$170K +$14.3K +1,068 +10%
CFG
199
Cooper Financial Group
California
$167K +$895 +67 +0.6%
APW
200
Austin Private Wealth
Texas
$164K +$7.4K +554 +5%

WT Hedge Fund Activity: Q3 2025 in Review

269 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2025, worth a combined $2.15B — up 45% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WT positions and 28 closed out — a net gain of 25 holders — while 118 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Millennium Management, cutting an estimated $41.4M.

  • 269 institutional investors held WisdomTree (WT) as of Q3 2025, up from 247 in Q2 2025.
  • Funds reported $2.15B of WisdomTree stock for Q3 2025, up 45% quarter-over-quarter.
  • 53 funds opened new WisdomTree positions in Q3 2025 and 28 closed out, a net change of +25 holders.
  • The largest WisdomTree buyer in Q3 2025 was Fidelity Investments, an estimated $184M added.
  • The largest WisdomTree seller in Q3 2025 was Millennium Management, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2025.