Wisdomtree Inc. (wt 5.75 08/15/28)
13F holders, Q3 2024 (September 30)2holders −2
0new positions
2sold out
$1.24avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Wisdomtree Inc. (wt 5.75 08/15/28) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Catalyst Capital Advisors LLC ($1.2M) and Envestnet Asset Management Inc. ($27K).
- Company
- Wisdomtree Inc. (wt 5.75 08/15/28)
- CUSIP
- 97717PAF1
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $3.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,467,500 shares sold, net −1,467,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Catalyst Capital Advisors LLC | 0.03% | No change | 935,000 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.4% | 22,000 | $27K |
"% of holder's portfolio" is WISDOMTREE INC (WT 5.75 08/15/28)'s weight in each manager's 13F, not the share of Wisdomtree Inc. (wt 5.75 08/15/28) the manager owns.