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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 32 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $232K

1.44% less ownership

Funds ownership: 89.41%87.97% (-1.4%)

6% less funds holding

Funds holding: 271256 (-15)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

16% less capital invested

Capital invested by funds: $1.37B → $1.15B (-$218M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
256
Holders Change
-15
Holders Change %
-5.54%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
87
Reduced
99
Closed
45
Calls
$1.33M
Puts
$232K
Net Calls
+$1.1M
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$164M -$3.79M -406,334 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M -$2.03M -217,766 -1%
ACL
3
Azora Capital LP
Florida
$80.9M -$14M -1,506,982 -14%
State Street
4
State Street
Massachusetts
$49.9M -$2.18M -233,695 -4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$41.4M -$3.09M -331,220 -7%
Millennium Management
6
Millennium Management
New York
$38.1M +$20.8M +2,235,413 +110%
SCM
7
Simcoe Capital Management
New York
$35.6M +$37.2M +3,989,045 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$33.5M -$1.78M -191,280 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$33M +$128K +13,746 +0.4%
Invesco
10
Invesco
Georgia
$31.3M -$4.89M -524,688 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$25.6M -$52.6K -5,644 -0.2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$23.4M +$6.43M +690,230 +36%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$22.2M -$4.85M -520,582 -17%
Morgan Stanley
14
Morgan Stanley
New York
$19.3M -$484K -51,960 -2%
Victory Capital Management
15
Victory Capital Management
Texas
$18.6M -$2.3M -246,775 -11%
N
16
Nuveen
North Carolina
$17M +$5.92M +635,257 +50%
Macquarie Group
17
Macquarie Group
Australia
$16.1M -$79.4K -8,525 -0.5%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$14.7M +$3.78M +406,100 +33%
Marshall Wace
19
Marshall Wace
United Kingdom
$14.2M +$12.4M +1,329,183 +503%
Two Sigma Investments
20
Two Sigma Investments
New York
$14.2M +$812K +87,106 +6%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$14M +$1.59M +171,048 +12%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$12.8M +$2.2M +235,635 +20%
Northern Trust
23
Northern Trust
Illinois
$12.3M -$594K -63,696 -4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$12.2M +$4.59M +492,831 +57%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.8M -$7.36M -790,022 -37%

WT Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q1 2025, worth a combined $1.15B — down 16% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WT and 32 opened new positions — a net loss of 13 holders — while 99 trimmed existing stakes and 87 added.

The largest buyer was Simcoe Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Azora Capital LP, cutting an estimated $14M.

  • 256 institutional investors held WisdomTree (WT) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $1.15B of WisdomTree stock for Q1 2025, down 16% quarter-over-quarter.
  • 32 funds opened new WisdomTree positions in Q1 2025 and 45 closed out, a net change of -13 holders.
  • The largest WisdomTree buyer in Q1 2025 was Simcoe Capital Management, an estimated $37.2M added.
  • The largest WisdomTree seller in Q1 2025 was Azora Capital LP, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2025.