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WisdomTree

244 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, 103 increasing their positions, 88 reducing their positions, and 39 closing their positions.

Holders
244
Holders Change
-12
Holders Change %
-4.69%
% 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
103
Reduced
88
Closed
39
Calls
$1.19M
Puts
$222K
Net Calls
+$963K
Net Calls Change
-$133K
Name Market Value Shares Shares
Change
Shares
Change %
SAM
201
Smartleaf Asset Management
Massachusetts
$28K 2,448 -1,344 -35%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.5K 2,300 -394 -15%
WT
203
Whittier Trust
California
$18.8K 1,631
Federated Hermes
204
Federated Hermes
Pennsylvania
$16.9K 1,464 -581 -28%
MCM
205
Manchester Capital Management
Vermont
$15.6K 1,351
EWA
206
EverSource Wealth Advisors
Alabama
$15.4K 1,338 +1,094 +448%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$15.2K 1,322 +1,172 +781%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$15K 1,277 +1,277 New
OP
209
ORG Partners
Indiana
$11.5K 1,000
SS
210
SBI Securities
Japan
$10.2K 887 +7 +0.8%
UB
211
UMB Bank
Missouri
$8.25K 717 +683 +2,009%
ATC
212
Adirondack Trust Company
New York
$6.91K 600
Group One Trading
213
Group One Trading
Illinois
$6.39K 555 +555 New
BIG
214
Brooklyn Investment Group
New York
$5.42K 471 -36 -7%
AF
215
Allworth Financial
California
$5.03K 437 +37 +9%
Bessemer Group
216
Bessemer Group
New Jersey
$5K 454 +162 +55%
VWWMG
217
Vermillion & White Wealth Management Group
Pennsylvania
$4.83K 420 +2 +0.5%
BTI
218
Blue Trust Inc
Georgia
$4.6K 400
CA
219
Clearstead Advisors
Ohio
$4.58K 398 +398 New
HFS
220
Hantz Financial Services
Michigan
$4K 356 +356 New
SCM
221
Sterling Capital Management
North Carolina
$3.35K 291 +153 +111%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$2.78K 241 +220 +1,048%
MCM
223
MAI Capital Management
Ohio
$2.72K 236 +35 +17%
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$2.71K 235 +129 +122%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$2.43K 211 -171 -45%