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WisdomTree

288 hedge funds and large institutions have $1.93B invested in WisdomTree in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,381% more call options, than puts

Call options by funds: $8.49M | Put options by funds: $68K

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

7% more funds holding

Funds holding: 269288 (+19)

6.84% more ownership

Funds ownership: 105.51%112.36% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less capital invested

Capital invested by funds: $2.15B → $1.93B (-$226M)

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
106
Reduced
96
Closed
29
Calls
$8.49M
Puts
$68K
Net Calls
+$8.42M
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
201
Neuberger Berman Group
New York
$194K +$7.09K +587 +4%
SWM
202
Stonebridge Wealth Management
Illinois
$191K -$6.04K -500 -3%
BC
203
Bayforest Capital
United Kingdom
$189K +$187K +15,481 New
CCIA
204
Campbell & Co Investment Adviser
Maryland
$172K +$170K +14,104 New
HT
205
Headlands Technologies
Illinois
$166K +$165K +13,657 New
GCP
206
GSA Capital Partners
United Kingdom
$166K +$165K +13,658 New
VPIM
207
Vanguard Personalized Indexing Management
California
$163K +$13.5K +1,119 +9%
WS
208
Wedbush Securities
California
$161K +$22.1K +1,826 +16%
MOACM
209
Mutual of America Capital Management
New York
$160K -$4.09K -339 -3%
SCM
210
SCS Capital Management
Massachusetts
$159K +$338 +28 +0.2%
CFG
211
Cooper Financial Group
California
$157K +$9.65K +799 +7%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$151K -$7.27K -602 -5%
NA
213
Navellier & Associates
Nevada
$151K -$17.4K -1,438 -10%
APW
214
Austin Private Wealth
Texas
$147K +$3.06K +253 +2%
Lazard Asset Management
215
Lazard Asset Management
New York
$145K +$144K +11,927 New
SFS
216
Sowell Financial Services
Arkansas
$140K +$8.21K +680 +6%
SM
217
Sciencast Management
New Jersey
$140K +$138K +11,447 New
SCP
218
Seizert Capital Partners
Michigan
$137K
WIA
219
World Investment Advisors
California
$128K +$127K +10,474 New
AIA
220
AssuredPartners Investment Advisors
Florida
$126K +$125K +10,334 New
AIP
221
Ameritas Investment Partners
Nebraska
$123K
X
222
Xponance
Pennsylvania
$122K +$121K +10,022 New
JFG
223
Jefferies Financial Group
New York
$112K -$237K -19,584 -68%
LSV Asset Management
224
LSV Asset Management
Illinois
$108K
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$107K +$105K +8,724 +32,311%