WisdomtreeWT

13F holders, Q2 2024 (June 30)
224holders +19
42new positions
25sold out
5famous investors
$9.91avg. 13F price*

At the end of Q2 2024, 224 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, up 19 from Q1 2024. 42 opened new positions and 25 sold out. The largest holders were BlackRock Inc. ($183.1M), Vanguard Group Inc. ($153.4M) and Azora Capital LP ($93.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital 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 → Q2 2024

InstitutionsTotal Value
New Positions42$28.0M
Exits25$21.3M

All 13F filers, Q1 2024 → Q2 2024: 13,204,147 shares bought and 9,357,172 shares sold, net +3,846,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

BlackRock Inc. 0.00% Add +1.3% 18,479,490 $183.1M
Vanguard Group Inc. 0.00% Add +6.7% 15,475,478 $153.4M
Azora Capital LP 5.37% Add +10.2% 9,467,426 $93.8M
ArrowMark Colorado Holdings LLC 1.00% Reduce -21.6% 8,437,062 $83.6M
Wellington Management Group LLP 0.01% Add +36.9% 5,893,174 $58.4M
State Street Corp. 0.00% Add +1.3% 5,279,066 $52.3M
Massachusetts Financial Services Co. 0.01% Reduce -6.0% 4,647,220 $46.1M
Dimensional Fund Advisors LP 0.01% Reduce -0.4% 4,131,925 $40.9M
Invesco Ltd. 0.01% Add +71.1% 3,825,896 $37.9M
Bank of New York Mellon Corp 0.01% Add +0.8% 3,042,815 $30.2M
Geode Capital Management, LLC 0.00% Add +5.2% 2,820,911 $28.0M
Janus Henderson Group PLC 0.01% Reduce -8.8% 2,544,645 $25.2M
Victory Capital Management Inc. 0.02% Add +92.5% 1,922,414 $19.1M
Macquarie Group Ltd. 0.02% Add +67.8% 1,875,528 $18.6M
Morgan Stanley 0.00% Reduce -10.6% 1,637,159 $16.2M
Northern Trust Corp. 0.00% Reduce -2.1% 1,425,370 $14.1M
Renaissance Technologies 0.02% Reduce -19.2% 1,261,879 $12.5M
Two Sigma Investments, LP 0.03% Reduce -18.1% 1,244,669 $12.3M
Charles Schwab Investment Management Inc. 0.00% Add +5.1% 1,118,761 $11.1M
Two Sigma Advisers, LP 0.02% Reduce -20.1% 1,041,600 $10.3M
Millennium Management 0.01% Reduce -13.0% 917,209 $9.1M
Marshall Wace, LLP 0.01% Add +82.3% 772,543 $7.7M
AQR Capital Management 0.01% Add +51.6% 720,132 $7.1M
Nuveen Asset Management, LLC 0.00% Add +34.0% 697,460 $6.9M
Phase 2 Partners, LLC 3.97% Reduce -45.4% 665,395 $6.6M
T. Rowe Price Associates Inc. 0.00% Add +5.0% 660,069 $6.5M
JPMorgan Chase & Co. 0.00% Add +185.8% 660,194 $6.5M
FMR LLC 0.00% Add +44.8% 582,621 $5.8M
Kornitzer Capital Management Inc. 0.11% New 580,030 $5.7M
Principal Financial Group Inc. 0.00% Reduce -3.6% 558,585 $5.5M
Guggenheim Capital LLC 0.04% Reduce -0.7% 495,483 $4.9M
Tidal Investments LLC 0.06% Reduce -5.1% 470,787 $4.7M
First Trust Advisors LP 0.00% New 442,461 $4.4M
Voya Investment Management LLC 0.00% Reduce -0.2% 434,729 $4.3M
Acadian Asset Management LLC 0.01% New 429,987 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +116.9% 427,745 $4.2M
ClariVest Asset Management LLC 0.42% Add +0.1% 418,199 $4.1M
UBS Group AG 0.00% Reduce -0.5% 401,677 $4.0M
Rhumbline Advisers 0.00% Add +0.2% 375,766 $3.7M
ExodusPoint Capital Management, LP 0.04% Add +48.3% 373,223 $3.7M
Crawford Fund Management, LLC 2.93% Add +51.7% 373,174 $3.7M
Informed Momentum Co LLC 0.58% New 361,621 $3.6M
Nordea Investment Management AB 0.00% Reduce -13.1% 359,591 $3.5M
Ameriprise Financial Inc. 0.00% Reduce -9.4% 332,014 $3.3M
Legal & General Group Plc 0.00% Add +2.0% 327,477 $3.2M
Nicholas Investment Partners, LP 0.36% Add +0.9% 314,911 $3.1M
Goldman Sachs Group Inc. 0.00% Reduce -0.9% 275,902 $2.7M
Public Sector Pension Investment Board 0.02% Add +7.2% 245,668 $2.4M
Swiss National Bank 0.00% Add +7.5% 238,900 $2.4M
American Century Companies Inc. 0.00% Add +24.9% 231,482 $2.3M
Rothschild Investment LLC 0.16% Add +1408187.5% 225,326 $2.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +128.1% 219,313 $2.2M
New York State Teachers Retirement System 0.00% Reduce -3.7% 215,605 $2.1M
Horizon Kinetics Asset Management LLC 0.04% Add +0.4% 211,573 $2.1M
State Board of Administration of Florida Retirement System 0.00% Add +230.1% 210,850 $2.1M
Exchange Traded Concepts, LLC 0.05% Add +5.7% 188,851 $1.9M
Sei Investments Co. 0.00% New 179,634 $1.8M
Envestnet Asset Management Inc. 0.00% Reduce -30.8% 164,194 $1.6M
Alliancebernstein L.P. 0.00% Add +7.8% 162,950 $1.6M
Wells Fargo & Company 0.00% Reduce -12.0% 155,482 $1.5M
Credit Agricole S A 0.01% No change 147,174 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Add +51.1% 146,990 $1.5M
Jackson Creek Investment Advisors LLC 0.51% Reduce -0.2% 140,677 $1.4M
Voloridge Investment Management, LLC 0.01% Reduce -39.8% 139,973 $1.4M
Bank of America Corp. 0.00% Add +121.5% 137,203 $1.4M
Prudential Financial Inc. 0.00% Reduce -4.0% 122,998 $1.2M
Globeflex Capital L P 0.12% New 120,265 $1.2M
California State Teachers Retirement System 0.00% Add +3.9% 119,821 $1.2M
Jane Street Group, LLC 0.00% Add +219.1% 119,810 $1.2M
State of Wisconsin Investment Board 0.00% Add +62.4% 117,383 $1.2M
Fisher Asset Management 0.00% Add +0.7% 112,387 $1.1M
M&T Bank Corp 0.00% Reduce -19.2% 112,210 $1.1M
Bantamac Capital, LLC 0.62% Reduce -48.1% 104,607 $1.0M
New York State Common Retirement Fund 0.00% Add +8.5% 102,286 $1.0M
Wakefield Asset Management LLLP 0.35% New 99,806 $989K
Thrivent Financial for Lutherans 0.00% Reduce -3.3% 92,675 $918K
Citigroup Inc. 0.00% Add +16.6% 91,428 $906K
Barclays PLC 0.00% Reduce -28.4% 89,175 $884K
Susquehanna Fundamental Investments, LLC 0.02% Add +593.4% 88,735 $879K
Norges Bank 0.00% No change 87,466 $867K
SRN Advisors, LLC 0.70% Reduce -27.2% 85,505 $847K
Allianz Asset Management GmbH 0.00% Add +5.9% 82,400 $817K
MetLife Investment Management, LLC 0.00% Add +14.2% 80,563 $798K
Corebridge Financial, Inc. 0.00% — 79,764 $790K
Qube Research & Technologies Ltd 0.00% New 75,109 $744K
Cetera Investment Advisers 0.00% Add +15.2% 74,927 $743K
Caas Capital Management LP 1.39% No change 74,321 $737K
SG Americas Securities, LLC 0.00% Add +588.1% 73,295 $726K
Levin Capital Strategies, L.P. 0.08% Reduce -20.7% 72,129 $715K
BNP Paribas Financial Markets 0.00% Reduce -55.8% 71,261 $706K
Manufacturers Life Insurance Company, The 0.00% Add +0.3% 70,679 $700K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 69,961 $693K
State of Alaska, Department of Revenue 0.01% Reduce -2.6% 65,545 $649K
Deutsche Bank AG 0.00% Reduce -15.5% 61,880 $613K
Illinois Municipal Retirement Fund 0.01% Reduce -0.9% 60,932 $604K
Susquehanna International Group, LLP 0.00% Reduce -79.3% 57,049 $565K
Louisiana State Employees Retirement System 0.01% Add +2.7% 56,200 $557K
Jupiter Asset Management Ltd. 0.01% No change 55,202 $547K
Advisory Services Network, LLC 0.01% Reduce -1.1% 54,377 $539K
Citadel Advisors 0.00% Reduce -39.8% 54,182 $537K

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

Show all 224 holders