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WisdomTree

245 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, 104 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% 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
104
Reduced
88
Closed
39
Calls
$1.19M
Puts
$222K
Net Calls
+$963K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K +$1.55K +135 +6%
SAM
202
Smartleaf Asset Management
Massachusetts
$28K -$15.3K -1,344 -35%
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.5K -$4.54K -394 -15%
WT
204
Whittier Trust
California
$18.8K
Federated Hermes
205
Federated Hermes
Pennsylvania
$16.9K -$6.69K -581 -28%
MCM
206
Manchester Capital Management
Vermont
$15.6K
EWA
207
EverSource Wealth Advisors
Alabama
$15.4K +$12.6K +1,094 +448%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$15.2K +$13.5K +1,172 +781%
BNP Paribas Asset Management
209
BNP Paribas Asset Management
France
$15K +$15K +1,277 New
OP
210
ORG Partners
Indiana
$11.5K
SS
211
SBI Securities
Japan
$10.2K +$81 +7 +0.8%
UB
212
UMB Bank
Missouri
$8.25K +$7.86K +683 +2,009%
ATC
213
Adirondack Trust Company
New York
$6.91K
Group One Trading
214
Group One Trading
Illinois
$6.39K +$6.39K +555 New
BIG
215
Brooklyn Investment Group
New York
$5.42K -$414 -36 -7%
AF
216
Allworth Financial
California
$5.03K +$426 +37 +9%
Bessemer Group
217
Bessemer Group
New Jersey
$5K +$1.78K +162 +55%
VWWMG
218
Vermillion & White Wealth Management Group
Pennsylvania
$4.83K +$23 +2 +0.5%
BTI
219
Blue Trust Inc
Georgia
$4.6K
CA
220
Clearstead Advisors
Ohio
$4.58K +$4.58K +398 New
HFS
221
Hantz Financial Services
Michigan
$4K +$4K +356 New
SCM
222
Sterling Capital Management
North Carolina
$3.35K +$1.76K +153 +111%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$2.78K +$2.53K +220 +1,048%
MCM
224
MAI Capital Management
Ohio
$2.72K +$403 +35 +17%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$2.71K +$1.49K +129 +122%