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WisdomTree

287 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, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

6.85% 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
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.49M
Puts
$68K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
201
Neuberger Berman Group
New York
$194K
SWM
202
Stonebridge Wealth Management
Illinois
$191K
BC
203
Bayforest Capital
United Kingdom
$189K
CCIA
204
Campbell & Co Investment Adviser
Maryland
$172K
HT
205
Headlands Technologies
Illinois
$166K
GCP
206
GSA Capital Partners
United Kingdom
$166K
VPIM
207
Vanguard Personalized Indexing Management
California
$163K
WS
208
Wedbush Securities
California
$161K
MOACM
209
Mutual of America Capital Management
New York
$160K
SCM
210
SCS Capital Management
Massachusetts
$159K
CFG
211
Cooper Financial Group
California
$157K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$151K
NA
213
Navellier & Associates
Nevada
$151K
APW
214
Austin Private Wealth
Texas
$147K
Lazard Asset Management
215
Lazard Asset Management
New York
$145K
SFS
216
Sowell Financial Services
Arkansas
$140K
SM
217
Sciencast Management
New Jersey
$140K
SCP
218
Seizert Capital Partners
Michigan
$137K
WIA
219
World Investment Advisors
California
$128K
AIA
220
AssuredPartners Investment Advisors
Florida
$126K
AIP
221
Ameritas Investment Partners
Nebraska
$123K
X
222
Xponance
Pennsylvania
$122K
JFG
223
Jefferies Financial Group
New York
$112K
LSV Asset Management
224
LSV Asset Management
Illinois
$108K
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$107K