Wisdomtree Investments (wt 3.25 06/15/26)
13F holders, Q4 2024 (December 31)3holders
1new positions
1sold out
$1.10avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were SMH Capital Advisors Inc. ($10.3M), 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10.3M |
| Exits | 1 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 9,359,000 shares bought and 29,000 shares sold, net +9,330,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| SMH Capital Advisors Inc. | 24.91% | New | 9,359,000 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | No change | 24,000 | $26K |
| Joule Financial, LLC | 0.01% | No change | 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.