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WisdomTree

256 hedge funds and large institutions have $1.15B invested in WisdomTree in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-14
Holders Change %
-5.19%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
86
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$164M -$3.62M -406,334 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M -$1.94M -217,766 -1%
ACL
3
Azora Capital LP
Florida
$80.9M -$13.4M -1,506,982 -14%
State Street
4
State Street
Massachusetts
$49.9M -$2.08M -233,695 -4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$41.4M -$2.95M -331,220 -7%
Millennium Management
6
Millennium Management
New York
$38.1M +$19.9M +2,235,413 +110%
SCM
7
Simcoe Capital Management
New York
$35.6M +$35.6M +3,989,045 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$33.5M -$1.71M -191,280 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$33M +$123K +13,746 +0.4%
Invesco
10
Invesco
Georgia
$31.3M -$4.68M -524,688 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$25.6M -$50.4K -5,644 -0.2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$23.4M +$6.18M +690,230 +36%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$22.2M -$4.64M -520,582 -17%
Morgan Stanley
14
Morgan Stanley
New York
$19.3M -$463K -51,960 -2%
Victory Capital Management
15
Victory Capital Management
Texas
$18.6M -$2.2M -246,775 -11%
NL
16
Nuveen LLC
North Carolina
$17M +$17M +1,906,220 New
Macquarie Group
17
Macquarie Group
Australia
$16.1M -$76K -8,525 -0.5%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$14.7M +$3.62M +406,100 +33%
Marshall Wace
19
Marshall Wace
United Kingdom
$14.2M +$11.9M +1,329,183 +503%
Two Sigma Investments
20
Two Sigma Investments
New York
$14.2M +$777K +87,106 +6%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$14M +$1.53M +171,048 +12%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$12.8M +$2.1M +235,635 +20%
Northern Trust
23
Northern Trust
Illinois
$12.3M -$568K -63,696 -4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$12.2M +$4.4M +492,831 +57%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.8M -$7.05M -790,022 -37%