Wisdomtree Investments (wt 3.25 06/15/26)
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$1.05avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were SMH Capital Advisors Inc. ($9.6M), Kestra Advisory Services, LLC ($223K) and Joule Financial, LLC ($24K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $223K |
| Exits | 1 | $26K |
All 13F filers, Q4 2024 → Q1 2025: 25,028 shares bought and 35,000 shares sold, net −9,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| SMH Capital Advisors Inc. | 22.25% | Reduce -0.1% | 9,348,000 | $9.6M |
| Kestra Advisory Services, LLC | 0.00% | New | 25,028 | $223K |
| Joule Financial, LLC | 0.01% | No change | 23,000 | $24K |
"% 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.