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WisdomTree

269 hedge funds and large institutions have $2.15B invested in WisdomTree in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,358% more call options, than puts

Call options by funds: $8.43M | Put options by funds: $578K

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

76% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 67

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $1.48B → $2.15B (+$670M)

17.88% more ownership

Funds ownership: 87.64%105.51% (+18%)

9% more funds holding

Funds holding: 247269 (+22)

Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
118
Reduced
67
Closed
28
Calls
$8.43M
Puts
$578K
Net Calls
+$7.85M
Net Calls Change
+$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$249M +$10.8M +810,730 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M +$184M +13,745,636 +1,263%
Vanguard Group
3
Vanguard Group
Pennsylvania
$202M -$1.64M -122,888 -0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$134M +$90.8M +6,799,654 +237%
ACL
5
Azora Capital LP
Florida
$78.2M -$19.3M -1,440,928 -20%
State Street
6
State Street
Massachusetts
$73.9M +$382K +28,570 +0.5%
SCM
7
Simcoe Capital Management
New York
$65.6M -$2.76M -206,225 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$49.8M -$440K -32,911 -0.9%
Invesco
9
Invesco
Georgia
$48.9M +$2.89M +216,113 +7%
ACH
10
ArrowMark Colorado Holdings
Colorado
$45.8M -$14M -1,048,747 -24%
Morgan Stanley
11
Morgan Stanley
New York
$45.5M +$12M +901,271 +38%
Macquarie Group
12
Macquarie Group
Australia
$44.6M +$23.5M +1,757,826 +100%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$38.5M +$489K +36,568 +1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$35.7M -$13.5M -1,012,895 -28%
Millennium Management
15
Millennium Management
New York
$34.9M -$41.4M -3,100,752 -55%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$33.3M +$24M +1,795,580 +301%
Select Equity Group
17
Select Equity Group
New York
$32.1M +$30.9M +2,311,611 New
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$30.5M -$7.59M -568,245 -21%
American Century Companies
19
American Century Companies
Missouri
$27.4M +$14.5M +1,087,460 +123%
N
20
Nuveen
North Carolina
$24.2M +$366K +27,396 +2%
CLGM
21
Capitolis Liquid Global Markets
New York
$24.1M +$23.2M +1,735,600 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$23.6M +$18.7M +1,396,569 +464%
Two Sigma Investments
23
Two Sigma Investments
New York
$22.6M +$5.24M +392,532 +32%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$22.1M +$2.76M +206,800 +15%
Goldman Sachs
25
Goldman Sachs
New York
$21.8M +$7.6M +569,123 +57%

WT Hedge Fund Activity: Q3 2025 in Review

269 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2025, worth a combined $2.15B — up 45% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WT positions and 28 closed out — a net gain of 25 holders — while 118 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Millennium Management, cutting an estimated $41.4M.

  • 269 institutional investors held WisdomTree (WT) as of Q3 2025, up from 247 in Q2 2025.
  • Funds reported $2.15B of WisdomTree stock for Q3 2025, up 45% quarter-over-quarter.
  • 53 funds opened new WisdomTree positions in Q3 2025 and 28 closed out, a net change of +25 holders.
  • The largest WisdomTree buyer in Q3 2025 was Fidelity Investments, an estimated $184M added.
  • The largest WisdomTree seller in Q3 2025 was Millennium Management, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2025.