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WisdomTree

256 hedge funds and large institutions have $1.15B invested in WisdomTree in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-14
Holders Change %
-5.19%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
86
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Shares
Change %
CFM
201
Catalyst Funds Management
Australia
$96.3K +$96.3K +10,800 New
IC
202
IEQ Capital
California
$93.7K +$93.7K +10,508 New
Allianz Asset Management
203
Allianz Asset Management
Germany
$91.9K
MMA
204
Miracle Mile Advisors
California
$90.8K +$294 +33 +0.3%
X
205
Xponance
Pennsylvania
$89.9K +$312 +35 +0.3%
TRCT
206
Tower Research Capital (TRC)
New York
$83.3K -$103K -11,553 -55%
KBC Group
207
KBC Group
Belgium
$70K
Russell Investments Group
208
Russell Investments Group
United Kingdom
$62.3K +$55.1K +6,172 +758%
QL
209
Quarry LP
New York
$53K +$28.1K +3,145 +112%
SFG
210
Stonebridge Financial Group
Pennsylvania
$51K
SOW
211
State of Wyoming
Wyoming
$47.4K -$184K -20,668 -80%
VCM
212
Versant Capital Management
Arizona
$46.9K +$35.5K +3,981 +311%
GI
213
GAMMA Investing
California
$40.4K -$3.07K -344 -7%
BAM
214
Byrne Asset Management
New Jersey
$34.4K +$18.3K +2,052 +114%
SAM
215
Smartleaf Asset Management
Massachusetts
$34K -$9 -1 -0%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$27K -$15.3K -1,710 -36%
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K +$24K +2,694 New
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K
HT
219
Headlands Technologies
Illinois
$21.5K +$20.4K +2,292 +1,894%
FHA
220
First Horizon Advisors
Tennessee
$21.3K -$7.98K -894 -27%
Federated Hermes
221
Federated Hermes
Pennsylvania
$18.2K -$23.7K -2,660 -57%
WT
222
Whittier Trust
California
$14.5K
HPC
223
HM Payson & Co
Maine
$13.4K
MCM
224
Manchester Capital Management
Vermont
$12.1K
OP
225
ORG Partners
Indiana
$9.1K