We are live on ! Find out more
WT icon

WisdomTree

269 hedge funds and large institutions have $2.15B invested in WisdomTree in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,358% more call options, than puts

Call options by funds: $8.43M | Put options by funds: $578K

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

76% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 67

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $1.48B → $2.15B (+$670M)

17.88% more ownership

Funds ownership: 87.64%105.51% (+18%)

9% more funds holding

Funds holding: 247269 (+22)

Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
118
Reduced
67
Closed
28
Calls
$8.43M
Puts
$578K
Net Calls
+$7.85M
Net Calls Change
+$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
201
Horizon Investment Services
Indiana
$159K +$153K +11,455 New
WS
202
Wedbush Securities
California
$158K +$152K +11,350 New
SCP
203
Seizert Capital Partners
Michigan
$156K +$150K +11,211 New
SFS
204
Sowell Financial Services
Arkansas
$151K +$5.67K +424 +4%
P
205
&Partners
Tennessee
$151K -$23.4K -1,754 -14%
CC
206
Corton Capital
Ontario, Canada
$147K +$141K +10,554 New
AIP
207
Ameritas Investment Partners
Nebraska
$140K -$29.8K -2,234 -18%
LSV Asset Management
208
LSV Asset Management
Illinois
$124K +$119K +8,900 New
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$118K +$116K +8,714 New
VCM
210
Versant Capital Management
Arizona
$77.4K
KBC Group
211
KBC Group
Belgium
$63K
GI
212
GAMMA Investing
California
$62.2K +$1.27K +95 +2%
TRCT
213
Tower Research Capital (TRC)
New York
$52.8K -$158K -11,823 -76%
Federated Hermes
214
Federated Hermes
Pennsylvania
$41.9K +$20.7K +1,547 +106%
SAM
215
Smartleaf Asset Management
Massachusetts
$37.2K +$3.14K +235 +10%
NICM
216
Neo Ivy Capital Management
New York
$36.7K +$35.3K +2,642 New
Walleye Capital
217
Walleye Capital
New York
$36.5K -$229K -17,167 -87%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.7K
FHC
219
First Horizon Corporation
Tennessee
$31.5K +$30.3K +2,267 New
QL
220
Quarry LP
New York
$30.7K +$27.8K +2,082 +1,679%
AAP
221
Arax Advisory Partners
Colorado
$28.2K -$22.9K -1,711 -46%
Ohio Public Employees Retirement System (OPERS)
222
Ohio Public Employees Retirement System (OPERS)
Ohio
$25K -$6.68K -500 -22%
PD
223
Point72 (DIFC)
United Arab Emirates
$24K +$23K +1,725 New
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$23.7K +$5.13K +384 +29%
WT
225
Whittier Trust
California
$22.2K

WT Hedge Fund Activity: Q3 2025 in Review

269 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2025, worth a combined $2.15B — up 45% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WT positions and 28 closed out — a net gain of 25 holders — while 118 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Millennium Management, cutting an estimated $41.4M.

  • 269 institutional investors held WisdomTree (WT) as of Q3 2025, up from 247 in Q2 2025.
  • Funds reported $2.15B of WisdomTree stock for Q3 2025, up 45% quarter-over-quarter.
  • 53 funds opened new WisdomTree positions in Q3 2025 and 28 closed out, a net change of +25 holders.
  • The largest WisdomTree buyer in Q3 2025 was Fidelity Investments, an estimated $184M added.
  • The largest WisdomTree seller in Q3 2025 was Millennium Management, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2025.