WisdomtreeWT

13F holders, Q1 2024 (March 31)
205holders
7famous investors
$9.19avg. 13F price*

At the end of Q1 2024, 205 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings. The largest holders were BlackRock Inc. ($167.6M), Vanguard Group Inc. ($133.3M) and ArrowMark Colorado Holdings LLC ($98.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Wisdomtree Inc.
CUSIP
97717P104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 205Q1 2024Q2 2024: 224Q2 2024Q3 2024: 233Q3 2024Q4 2024: 271Q4 2024Q1 2025: 256Q1 2025Q2 2025: 247Q2 2025Q3 2025: 269Q3 2025Q4 2025: 288Q4 2025Q1 2026: 312Q1 2026Q2 2026: 312Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions35$45.5M
Exits23$20.5M

Ownership 205 holders

BlackRock Inc. 0.00% Reduce -0.5% 18,241,691 $167.6M
Vanguard Group Inc. 0.00% Reduce -0.7% 14,505,680 $133.3M
ArrowMark Colorado Holdings LLC 1.11% Reduce -20.3% 10,760,966 $98.9M
Azora Capital LP 5.74% Add +10.2% 8,591,172 $79.0M
State Street Corp. 0.00% Add +4.5% 5,211,740 $47.9M
Massachusetts Financial Services Co. 0.01% Reduce -0.5% 4,942,535 $45.4M
Wellington Management Group LLP 0.01% Add +10.5% 4,305,671 $39.6M
Dimensional Fund Advisors LP 0.01% Add +3.7% 4,147,859 $38.1M
Bank of New York Mellon Corp 0.01% Reduce -3.0% 3,017,056 $27.7M
Janus Henderson Group PLC 0.01% Add +7.5% 2,788,746 $25.6M
Geode Capital Management, LLC 0.00% Add +2.4% 2,681,195 $24.6M
Invesco Ltd. 0.00% Add +122.5% 2,235,599 $20.5M
Morgan Stanley 0.00% Reduce -0.7% 1,831,351 $16.8M
Renaissance Technologies 0.02% Reduce -18.5% 1,561,879 $14.4M
Two Sigma Investments, LP 0.04% Reduce -2.7% 1,519,548 $14.0M
Northern Trust Corp. 0.00% Reduce -1.7% 1,456,702 $13.4M
Two Sigma Advisers, LP 0.03% Add +7.7% 1,302,900 $12.0M
Phase 2 Partners, LLC 5.86% Add +12.3% 1,219,276 $11.2M
Simcoe Capital Management, LLC 1.46% New 1,163,720 $10.7M
Macquarie Group Ltd. 0.01% New 1,117,522 $10.3M
Charles Schwab Investment Management Inc. 0.00% Add +5.6% 1,064,849 $9.8M
Millennium Management 0.01% Add +31.2% 1,053,760 $9.7M
Victory Capital Management Inc. 0.01% Add +4396.8% 998,420 $9.2M
T. Rowe Price Associates Inc. 0.00% Add +7.0% 628,393 $5.8M
Capital Management Corp. 1.09% Reduce -48.3% 622,450 $5.7M
Principal Financial Group Inc. 0.00% Add +0.3% 579,193 $5.3M
Nuveen Asset Management, LLC 0.00% Add +1.5% 520,328 $4.8M
Guggenheim Capital LLC 0.03% Add +111.2% 498,749 $4.6M
Tidal Investments LLC 0.08% Reduce -75.9% 496,194 $4.6M
Verition Fund Management LLC 0.05% New 485,932 $4.5M
AQR Capital Management 0.01% Add +203.5% 475,091 $4.4M
Voya Investment Management LLC 0.00% Add +0.7% 435,606 $4.0M
Marshall Wace, LLP 0.01% Add +29.8% 423,693 $3.9M
ClariVest Asset Management LLC 0.40% New 417,810 $3.8M
Nordea Investment Management AB 0.00% Reduce -0.6% 413,855 $3.8M
UBS Group AG 0.00% Add +833.8% 403,615 $3.7M
FMR LLC 0.00% Add +70.9% 402,502 $3.7M
Point72 Asset Management 0.01% Add +51.6% 392,258 $3.6M
Rhumbline Advisers 0.00% Add +0.4% 375,089 $3.4M
Ameriprise Financial Inc. 0.00% Reduce -2.7% 366,439 $3.4M
Legal & General Group Plc 0.00% Add +1.5% 320,954 $2.9M
Nicholas Investment Partners, LP 0.32% New 311,980 $2.9M
Goldman Sachs Group Inc. 0.00% Reduce -15.9% 278,428 $2.6M
Susquehanna International Group, LLP 0.00% Add +49.3% 276,121 $2.5M
Credit Suisse AG/ 0.00% Add +0.3% 273,990 $2.5M
ExodusPoint Capital Management, LP 0.03% Reduce -52.1% 251,714 $2.3M
Crawford Fund Management, LLC 1.77% New 245,974 $2.3M
Envestnet Asset Management Inc. 0.00% Add +19.6% 237,392 $2.2M
Voloridge Investment Management, LLC 0.01% Reduce -15.8% 232,588 $2.1M
JPMorgan Chase & Co. 0.00% Reduce -24.5% 231,003 $2.1M
Public Sector Pension Investment Board 0.02% No change 229,140 $2.1M
New York State Teachers Retirement System 0.00% Add +5.0% 223,946 $2.1M
Swiss National Bank 0.00% No change 222,200 $2.0M
Trexquant Investment LP 0.04% Add +9.5% 217,758 $2.0M
Horizon Kinetics Asset Management LLC 0.04% Add +2.5% 210,811 $1.9M
Bantamac Capital, LLC 1.06% New 201,651 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.9% 197,237 $1.8M
Squarepoint Ops LLC 0.01% Reduce -37.7% 196,362 $1.8M
American Century Companies Inc. 0.00% Add +32.1% 185,392 $1.7M
Exchange Traded Concepts, LLC 0.04% Add +93.4% 178,598 $1.6M
Wells Fargo & Company 0.00% Add +13.8% 176,735 $1.6M
BNP Paribas Financial Markets 0.00% Add +43.7% 161,089 $1.5M
Alliancebernstein L.P. 0.00% No change 151,210 $1.4M
Jackson Creek Investment Advisors LLC 0.46% New 140,934 $1.3M
Credit Agricole S A 0.02% New 147,174 $1.3M
M&T Bank Corp 0.00% Reduce -9.4% 138,862 $1.3M
Prudential Financial Inc. 0.00% Reduce -1.4% 128,078 $1.2M
Barclays PLC 0.00% Reduce -42.7% 124,523 $1.1M
SRN Advisors, LLC 0.84% Add +32.8% 117,515 $1.1M
California State Teachers Retirement System 0.00% Reduce -6.3% 115,293 $1.1M
Fisher Asset Management 0.00% No change 111,632 $1.0M
CANADA LIFE ASSURANCE Co 0.00% No change 97,261 $895K
Texas Permanent School Fund Corp. 0.01% Add +1.3% 96,638 $888K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 96,140 $884K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 95,791 $880K
New York State Common Retirement Fund 0.00% Add +106.4% 94,291 $867K
Levin Capital Strategies, L.P. 0.08% Add +37.9% 91,000 $836K
Citadel Advisors 0.00% Reduce -94.7% 90,017 $827K
HighTower Advisors, LLC 0.00% Add +65.5% 87,778 $816K
Norges Bank 0.00% No change 87,466 $804K
Jefferies Financial Group Inc. 0.02% New 86,600 $796K
Amundi 0.00% Add +524.0% 90,598 $795K
Graham Capital Management, L.P. 0.04% Add +228.8% 80,199 $737K
Citigroup Inc. 0.00% Add +3.1% 78,396 $720K
Allianz Asset Management GmbH 0.00% Reduce -6.4% 77,800 $715K
Caas Capital Management LP 0.29% New 74,321 $683K
Deutsche Bank AG 0.00% Reduce -9.7% 73,202 $673K
American International Group, Inc. 0.00% Reduce -0.9% 73,172 $672K
State of Wisconsin Investment Board 0.00% Add +576.1% 72,291 $664K
MetLife Investment Management, LLC 0.00% Reduce -2.0% 70,523 $648K
Manufacturers Life Insurance Company, The 0.00% Add +28.3% 70,502 $648K
XTX Topco Ltd 0.09% Reduce -35.1% 69,585 $639K
State of Alaska, Department of Revenue 0.01% Reduce -4.3% 67,266 $618K
Cetera Investment Advisers 0.00% New 65,016 $597K
Bank of America Corp. 0.00% Reduce -58.9% 61,938 $569K
Illinois Municipal Retirement Fund 0.01% Reduce -7.3% 61,513 $565K
Jupiter Asset Management Ltd. 0.00% New 55,202 $507K
Advisory Services Network, LLC 0.01% Reduce -1.1% 55,004 $505K
Louisiana State Employees Retirement System 0.01% Reduce -0.9% 54,700 $503K
Versor Investments LP 0.10% Add +121.2% 53,300 $490K
Yousif Capital Management, LLC 0.01% Reduce -17.6% 50,260 $462K
Comerica Bank 0.00% Reduce -8.8% 46,619 $428K
UniSuper Management Pty Ltd 0.00% New 46,024 $423K
HSBC Holdings PLC 0.00% Add +80.5% 45,970 $422K
HRT Financial LP 0.00% Reduce -57.5% 43,196 $396K
Olympiad Research LP 0.26% New 42,575 $391K
Prelude Capital Management, LLC 0.03% New 40,872 $376K
Alps Advisors Inc. 0.00% Reduce -9.3% 40,829 $375K
State Board of Administration of Florida Retirement System 0.00% Reduce -7.2% 63,883 $374K
New York Life Investment Management LLC 0.00% New 40,337 $371K
Legato Capital Management LLC 0.04% New 40,105 $369K
Quadrature Capital Ltd 0.01% Reduce -11.9% 39,080 $360K
Kennedy Capital Management LLC 0.01% Add +3.7% 38,857 $357K
Maryland State Retirement & Pension System 0.01% No change 40,133 $350K
Man Group plc 0.00% Add +64.9% 37,684 $346K
Jane Street Group, LLC 0.00% Reduce -74.5% 37,549 $345K
Teachers Retirement System of the State of Kentucky 0.00% No change 36,163 $332K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -10.3% 55,743 $321K
Alberta Investment Management Corp 0.00% No change 34,634 $318K
Amalgamated Bank 0.00% Reduce -30.4% 34,408 $316K
State of Wyoming 0.05% Reduce -0.4% 33,787 $311K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% Reduce -20.0% 32,000 $294K
Arizona State Retirement System 0.00% Reduce -1.7% 30,987 $285K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 30,451 $280K
State of Tennessee, Department of Treasury 0.00% Reduce -19.6% 30,434 $280K
Wolverine Trading, LLC 0.00% Add +115.3% 29,689 $273K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.4% 29,556 $272K
Public Employees Retirement Association of Colorado 0.00% No change 29,225 $269K
ProShare Advisors LLC 0.00% Add +7.6% 27,223 $250K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 23,846 $219K
Oppenheimer & Co. Inc. 0.00% New 21,500 $198K
Praxis Investment Management Inc. 0.01% No change 21,350 $196K
Mackenzie Financial Corp. 0.00% New 20,877 $192K
Virtu Financial LLC 0.01% Add +52.8% 20,757 $191K
Cipher Capital LP 0.09% New 20,256 $186K
SMH Capital Advisors Inc. 1.18% Add +8.2% 19,878 $183K
Balyasny Asset Management L.P. 0.00% Reduce -68.8% 19,194 $176K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 19,023 $175K
Pathstone Holdings, LLC 0.00% New 18,354 $169K
Pictet Asset Management Holding SA 0.00% No change 18,232 $168K
Freedom Investment Management, Inc. 0.01% Reduce -18.6% 17,664 $162K
Dynamic Technology Lab Private Ltd 0.02% Reduce -19.1% 16,378 $151K
Raymond James & Associates 0.00% Add +4.3% 16,159 $149K
Bank of Montreal 0.00% Add +2.7% 15,411 $142K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 15,449 $142K
Navellier & Associates Inc. 0.02% Add +8.3% 15,168 $139K
Quinn Opportunity Partners LLC 0.01% Reduce -84.8% 14,185 $130K
Ameritas Investment Partners, Inc. 0.00% No change 13,617 $125K
Simplex Trading, LLC 0.00% Add +61.5% 12,869 $118K
Susquehanna Fundamental Investments, LLC 0.01% New 12,797 $118K
Corton Capital Inc. 0.04% Reduce -43.5% 12,693 $117K
Teacher Retirement System of Texas 0.00% Reduce -7.5% 12,615 $116K
Bayesian Capital Management, LP 0.01% New 11,400 $105K
Campbell & CO Investment Adviser LLC 0.01% Add +1.2% 11,297 $104K
D. E. Shaw & Co. 0.00% Reduce -91.2% 10,841 $100K
SG Americas Securities, LLC 0.00% Reduce -78.1% 10,651 $98K
Y-Intercept (Hong Kong) Ltd 0.01% New 10,642 $98K
Composition Wealth, LLC 0.00% Add +0.4% 10,062 $92K
Vantage Consulting Group Inc 0.06% Reduce -17.5% 10,023 $92K
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 8,994 $83K
Osaic Holdings, Inc. 0.00% Reduce -94.2% 8,894 $82K
Royal Bank of Canada 0.00% Reduce -83.3% 7,102 $65K
Metropolitan Life Insurance Co 0.00% Reduce -1.7% 6,771 $62K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.6% 6,681 $61K
Avior Wealth Management, LLC 0.00% Add +0.1% 5,717 $53K
Impact Partnership Wealth, LLC 0.02% Reduce -6.8% 5,584 $51K
KBC Group NV 0.00% No change 5,252 $48K
EntryPoint Capital, LLC 0.04% Reduce -80.0% 4,953 $46K
CIBC Private Wealth Group LLC 0.00% New 4,636 $42K
Allspring Global Investments Holdings, LLC 0.00% Reduce -46.5% 3,538 $33K
First Horizon Advisors, Inc. 0.00% Reduce -9.3% 2,994 $28K
Whittier Trust Co. 0.00% No change 1,631 $15K
Versant Capital Management, Inc 0.00% No change 1,545 $14K
Cwm, LLC 0.00% Add +239.8% 1,478 $14K
HM Payson & Co. 0.00% No change 1,500 $14K
Wetzel Investment Advisors, Inc. 0.01% No change 1,200 $11K
Abich Financial Wealth Management LLC 0.01% Add +1720.8% 874 $8K
GAMMA Investing LLC 0.00% Add +31.4% 825 $8K
Russell Investments Group, Ltd. 0.00% Add +0.1% 708 $7K
Venturi Wealth Management, LLC 0.00% Add +32.3% 635 $6K
Adirondack Trust Co. 0.00% No change 600 $6K
Bessemer Group Inc. 0.00% Reduce -16.6% 532 $5K
Quadrant Capital Group LLC 0.00% No change 517 $5K
Federation des caisses Desjardins du Quebec 0.00% New 430 $4K
North Star Investment Management Corp. 0.00% No change 313 $3K
Westend Capital Management, LLC 0.00% — 203 $2K
Huntington National Bank 0.00% Add +24.8% 181 $2K
Nisa Investment Advisors, LLC 0.00% No change 150 $1K
National Bank of Canada 0.00% New 125 $1K
AlphaQuest LLC 0.00% New 120 $1K
Lazard Asset Management LLC 0.00% No change 165 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Add +27.7% 106 $974
Principal Securities, Inc. 0.00% Reduce -10.5% 94 $864
Farmers & Merchants Investments Inc. 0.00% No change 90 $827
Farther Finance Advisors, LLC 0.00% No change 71 $645
Allworth Financial LP 0.00% No change 65 $598
Cubist Systematic Strategies, LLC 0.00% Reduce -100.0% 57 $524
UMB Bank, n.a. 0.00% New 56 $515
Abound Wealth Management 0.00% Reduce -40.9% 39 $359
Fifth Third Bancorp 0.00% New 23 $211
Parkside Financial Bank & Trust 0.00% No change 21 $193
Rothschild Investment LLC 0.00% Add +1500.0% 16 $147
Northwestern Mutual Wealth Management Co. 0.00% New 4 $37
Assetmark, Inc. 0.00% New 2 $18
Covestor Ltd 0.00% Reduce -6.7% 14 $0

"% of holder's portfolio" is WT's weight in each manager's 13F, not the share of Wisdomtree Inc. the manager owns.