Wisdomtree Investments (wt 3.25 06/15/26)
13F holders, Q3 2024 (September 30)3holders +1
2new positions
1sold out
$42.85avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Kestra Advisory Services, LLC ($3.2M), Envestnet Asset Management Inc. ($26K) and Joule Financial, LLC ($26K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.2M |
| Exits | 1 | $10.0M |
All 13F filers, Q2 2024 → Q3 2024: 52,000 shares bought and 9,376,000 shares sold, net −9,324,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kestra Advisory Services, LLC | 0.02% | New | 29,000 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.0% | 24,000 | $26K |
| Joule Financial, LLC | 0.01% | New | 23,000 | $26K |
"% 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.