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WisdomTree

247 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, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

0.28% less ownership

Funds ownership: 87.96%87.68% (-0.28%)

4% less funds holding

Funds holding: 256247 (-9)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.19M
Puts
$222K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$29.7K
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K
SAM
203
Smartleaf Asset Management
Massachusetts
$28K
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.5K
WT
205
Whittier Trust
California
$18.8K
Federated Hermes
206
Federated Hermes
Pennsylvania
$16.9K
MCM
207
Manchester Capital Management
Vermont
$15.6K
EWA
208
EverSource Wealth Advisors
Alabama
$15.4K
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$15.2K
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$15K
OP
211
ORG Partners
Indiana
$11.5K
SS
212
SBI Securities
Japan
$10.2K
UB
213
UMB Bank
Missouri
$8.25K
ATC
214
Adirondack Trust Company
New York
$6.91K
Group One Trading
215
Group One Trading
Illinois
$6.39K
HPC
216
HM Payson & Co
Maine
$5.75K
BIG
217
Brooklyn Investment Group
New York
$5.42K
AF
218
Allworth Financial
California
$5.03K
Bessemer Group
219
Bessemer Group
New Jersey
$5K
VWWMG
220
Vermillion & White Wealth Management Group
Pennsylvania
$4.83K
BTI
221
Blue Trust Inc
Georgia
$4.6K
CA
222
Clearstead Advisors
Ohio
$4.58K
HFS
223
Hantz Financial Services
Michigan
$4K
SCM
224
Sterling Capital Management
North Carolina
$3.35K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$2.77K