Wisdomtree Inc. (wt 5.75 08/15/28)
13F holders, Q4 2024 (December 31)3holders +1
1new positions
0sold out
$1.28avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Wisdomtree Inc. (wt 5.75 08/15/28) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were SMH Capital Advisors Inc. ($1.9M), Catalyst Capital Advisors LLC ($1.2M) and Envestnet Asset Management Inc. ($28K).
- 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.9M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,450,000 shares bought, net +1,450,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| SMH Capital Advisors Inc. | 4.49% | New | 1,450,000 | $1.9M |
| Catalyst Capital Advisors LLC | 0.03% | No change | 935,000 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | No change | 22,000 | $28K |
"% 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.