Wisdomtree Investments (wt 3.25 06/15/26)
13F holders, Q2 2024 (June 30)2holders
1new positions
1sold out
$1.07avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were SMH Capital Advisors Inc. ($10.0M) and Envestnet Asset Management Inc. ($32K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10.0M |
| Exits | 1 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 9,370,000 shares bought and 1,750,000 shares sold, net +7,620,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| SMH Capital Advisors Inc. | 30.62% | New | 9,370,000 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | No change | 30,000 | $32K |
"% 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.