Wisdomtree Investments (wt 3.25 06/15/26)

13F holders, Q1 2026 (March 31)
1holders −1
1new positions
2sold out
$136.33avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holder was Assetmark, Inc. ($2.5M).

Company
Wisdomtree Investments (wt 3.25 06/15/26)
CUSIP
97717PAD6
Latest filing quarter
Q1 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$2.5M
Exits2$13.5M

All 13F filers, Q4 2025 → Q1 2026: 18,000 shares bought and 9,374,000 shares sold, net −9,356,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Assetmark, Inc. 0.01% New 18,000 $2.5M

"% of holder's portfolio" is WISDOMTREE INVESTMENTS (WT 3.25 06/15/26)'s weight in each manager's 13F, not the share of Wisdomtree Investments (wt 3.25 06/15/26) the manager owns.