Wisdomtree Battery Value ChaWBATETF
13F holders, Q1 2025 (March 31)12holders
2new positions
2sold out
$26.09avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Wisdomtree Battery Value Cha (WBAT) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Jane Street Group, LLC ($725K), Farther Finance Advisors, LLC ($86K) and Osaic Holdings, Inc. ($52K).
- Company
- Wisdomtree Battery Value Cha
- CUSIP
- 97717Y592
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $86K |
| Exits | 2 | $5K |
All 13F filers, Q4 2024 → Q1 2025: 12,133 shares bought and 630 shares sold, net +11,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Jane Street Group, LLC | 0.00% | Add +39.3% | 27,809 | $725K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,288 | $86K |
| Osaic Holdings, Inc. | 0.00% | Add +100.0% | 2,000 | $52K |
| MAI Capital Management | 0.00% | No change | 815 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 286 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 130 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 85 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 56 | $1K |
| UBS Group AG | 0.00% | Reduce -90.3% | 46 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 31 | $801 |
| Morgan Stanley | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is WBAT's weight in each manager's 13F, not the share of Wisdomtree Battery Value Cha the manager owns.