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WisdomTree

285 hedge funds and large institutions have $1.93B invested in WisdomTree in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.49M
Puts
$68K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
176
Personal CFO Solutions
New Jersey
$269K
JWM
177
JGP Wealth Management
Oregon
$268K
ECM
178
Everence Capital Management
Indiana
$260K
ET
179
Entropy Technologies
New York
$255K
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$254K
Russell Investments Group
181
Russell Investments Group
United Kingdom
$251K
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$250K
SLAM
183
Swiss Life Asset Management
$248K
Amundi
184
Amundi
France
$227K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$224K
PA
186
PharVision Advisers
Florida
$222K
KAS
187
Kestra Advisory Services
Texas
$219K
SCA
188
SMH Capital Advisors
Texas
$218K
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$217K
IC
190
IEQ Capital
California
$216K
Mariner
191
Mariner
Kansas
$216K
IPW
192
Impact Partnership Wealth
Georgia
$214K
AI
193
Atria Investments
North Carolina
$213K
P
194
&Partners
Tennessee
$213K
NC
195
nVerses Capital
Florida
$210K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$204K
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$203K
MSRPS
198
Maryland State Retirement & Pension System
Maryland
$202K
Neuberger Berman Group
199
Neuberger Berman Group
New York
$194K
SWM
200
Stonebridge Wealth Management
Illinois
$191K