Wisdomtree Investments (wt 3.25 06/15/26)
13F holders, Q2 2025 (June 30)3holders
0new positions
0sold out
$1.40avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were SMH Capital Advisors Inc. ($10.3M), Kestra Advisory Services, LLC ($2.8M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 3 holders
| SMH Capital Advisors Inc. | 23.45% | No change | 9,348,000 | $10.3M |
| Kestra Advisory Services, LLC | 0.01% | No change | 25,028 | $2.8M |
| 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.