Wisdomtree Investments (wt 3.25 06/15/26)
13F holders, Q1 2024 (March 31)2holders
$1.05avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings. The largest holders were Pinnacle Holdings, LLC ($1.8M) and Envestnet Asset Management Inc. ($31K).
- Company
- Wisdomtree Investments (wt 3.25 06/15/26)
- CUSIP
- 97717PAD6
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.8M |
| Exits | 0 | $0 |
Ownership 2 holders
| Pinnacle Holdings, LLC | 0.76% | New | 1,750,000 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | No change | 30,000 | $31K |
"% 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.