Wisdomtree Investments (wt 3.25 06/15/26)
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$1.44avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Wisdomtree Investments (wt 3.25 06/15/26) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were SMH Capital Advisors Inc. ($10.8M) and Kestra Advisory Services, LLC ($2.7M).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.7M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 23,000 shares bought, net +23,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| SMH Capital Advisors Inc. | 22.01% | No change | 9,351,000 | $10.8M |
| Kestra Advisory Services, LLC | 0.01% | New | 23,000 | $2.7M |
"% 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.