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WisdomTree

286 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, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
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
SWM
201
Stonebridge Wealth Management
Illinois
$191K
BC
202
Bayforest Capital
United Kingdom
$189K
CCIA
203
Campbell & Co Investment Adviser
Maryland
$172K
HT
204
Headlands Technologies
Illinois
$166K
GCP
205
GSA Capital Partners
United Kingdom
$166K
VPIM
206
Vanguard Personalized Indexing Management
California
$163K
WS
207
Wedbush Securities
California
$161K
MOACM
208
Mutual of America Capital Management
New York
$160K
SCM
209
SCS Capital Management
Massachusetts
$159K
CFG
210
Cooper Financial Group
California
$157K
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$151K
NA
212
Navellier & Associates
Nevada
$151K
APW
213
Austin Private Wealth
Texas
$147K
Lazard Asset Management
214
Lazard Asset Management
New York
$145K
SFS
215
Sowell Financial Services
Arkansas
$140K
SM
216
Sciencast Management
New Jersey
$140K
SCP
217
Seizert Capital Partners
Michigan
$137K
WIA
218
World Investment Advisors
California
$128K
AIA
219
AssuredPartners Investment Advisors
Florida
$126K
AIP
220
Ameritas Investment Partners
Nebraska
$123K
X
221
Xponance
Pennsylvania
$122K
JFG
222
Jefferies Financial Group
New York
$112K
LSV Asset Management
223
LSV Asset Management
Illinois
$108K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$107K
VCM
225
Versant Capital Management
Arizona
$68.3K