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
Graham Capital Management, L.P. 0.03% Reduce -32.9% 53,804 $533K
Alpha DNA Investment Management LLC 0.30% New 52,827 $524K
Jefferies Financial Group Inc. 0.01% Reduce -42.3% 50,000 $496K
HighTower Advisors, LLC 0.00% Reduce -43.5% 49,634 $495K
James Investment Research, Inc. 0.06% New 48,905 $485K
HSBC Holdings PLC 0.00% Add +3.4% 47,546 $467K
UniSuper Management Pty Ltd 0.00% No change 46,024 $456K
Yousif Capital Management, LLC 0.01% Reduce -10.6% 44,943 $445K
Comerica Bank 0.00% Reduce -10.2% 41,875 $415K
Dynamic Technology Lab Private Ltd 0.05% Add +151.0% 41,116 $407K
Alps Advisors Inc. 0.00% Reduce -0.5% 40,615 $402K
Kennedy Capital Management LLC 0.01% Add +3.5% 40,216 $399K
Legato Capital Management LLC 0.05% No change 40,105 $397K
Capital Management Corp. 0.08% Reduce -93.6% 39,630 $393K
Maryland State Retirement & Pension System 0.01% Reduce -3.0% 38,923 $386K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +149.9% 38,612 $383K
MML Investors Services, LLC 0.00% New 38,549 $382K
Quantbot Technologies LP 0.02% New 36,446 $361K
Teachers Retirement System of the State of Kentucky 0.00% No change 36,163 $358K
Amalgamated Bank 0.00% Add +1.8% 35,037 $347K
Alberta Investment Management Corp 0.00% No change 34,634 $343K
Arizona State Retirement System 0.00% Add +9.8% 34,009 $337K
NorthCrest Asset Manangement, LLC 0.01% New 33,927 $336K
Impact Partnership Wealth, LLC 0.09% Add +497.4% 33,359 $331K
Simplex Trading, LLC 0.01% Add +156.2% 32,975 $326K
Teacher Retirement System of Texas 0.00% Add +160.7% 32,888 $326K
Oppenheimer & Co. Inc. 0.01% Add +51.2% 32,500 $322K
Stifel Financial Corp. 0.00% New 32,186 $319K
Olympiad Research LP 0.23% Reduce -25.2% 31,858 $316K
Wolverine Trading, LLC 0.01% Add +6.0% 31,466 $312K
State of Wyoming 0.05% Reduce -7.3% 31,305 $310K
Quadrature Capital Ltd 0.01% Reduce -20.6% 31,050 $308K
Level Four Advisory Services, LLC 0.01% New 30,689 $304K
Prelude Capital Management, LLC 0.03% Reduce -25.2% 30,583 $303K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 30,451 $302K
State of Tennessee, Department of Treasury 0.00% No change 30,434 $302K
Man Group plc 0.00% Reduce -24.7% 28,380 $281K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% Reduce -12.5% 28,000 $277K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.5% 27,056 $268K
Schonfeld Strategic Advisors LLC 0.00% New 26,712 $265K
Truist Financial Corp. 0.00% New 26,187 $260K
Amundi 0.00% Reduce -71.4% 25,921 $257K
Tower Research Capital LLC (TRC) 0.00% Add +284.7% 25,703 $255K
PNC Financial Services Group, Inc. 0.00% Add +185.2% 25,650 $254K
Squarepoint Ops LLC 0.00% Reduce -87.1% 25,318 $251K
Campbell & CO Investment Adviser LLC 0.02% Add +123.2% 25,219 $250K
Owen LaRue, LLC 0.15% New 25,000 $248K
GTS Securities LLC 0.01% New 24,422 $242K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.9% 24,056 $238K
Public Employees Retirement Association of Colorado 0.00% Reduce -23.1% 22,464 $223K
ProShare Advisors LLC 0.00% Reduce -23.9% 20,724 $205K
Mackenzie Financial Corp. 0.00% Reduce -0.9% 20,681 $205K
Praxis Investment Management Inc. 0.01% No change 21,350 $190K
Pathstone Holdings, LLC 0.00% Add +3.4% 18,979 $188K
Mutual of America Capital Management LLC 0.00% Reduce -3.5% 18,350 $182K
Tobam 0.03% New 18,308 $181K
SMH Capital Advisors Inc. 0.55% Reduce -8.3% 18,235 $181K
Pictet Asset Management Holding SA 0.00% No change 18,232 $181K
Freedom Investment Management, Inc. 0.01% Add +1.1% 17,850 $177K
Petrus Trust Company, LTA 0.02% New 17,000 $168K
Bank of Montreal 0.00% Add +4.8% 16,151 $161K
Royal Bank of Canada 0.00% Add +118.5% 15,514 $154K
Los Angeles Capital Management LLC 0.00% New 15,351 $152K
Navellier & Associates Inc. 0.02% Reduce -0.4% 15,108 $150K
Quinn Opportunity Partners LLC 0.02% No change 14,185 $141K
Mercer Global Advisors Inc. 0.00% New 14,137 $140K
Ameritas Investment Partners, Inc. 0.00% No change 13,617 $135K
OMERS ADMINISTRATION Corp 0.00% New 12,700 $126K
Aquatic Capital Management LLC 0.00% New 12,400 $123K
Verition Fund Management LLC 0.00% Reduce -97.5% 12,394 $123K
Algert Global LLC 0.00% New 12,218 $121K
Foundry Partners, LLC 0.01% New 11,950 $118K
Benjamin Edwards Inc. 0.02% New 11,616 $115K
O'shaughnessy Asset Management, LLC 0.00% New 10,869 $108K
Osaic Holdings, Inc. 0.00% Add +21.5% 10,808 $107K
Composition Wealth, LLC 0.00% Add +0.3% 10,093 $100K
Group One Trading LLC 0.00% New 7,792 $77K
KBC Group NV 0.00% No change 5,252 $52K
Principal Securities, Inc. 0.00% Add +4485.1% 4,310 $43K
First Horizon Advisors, Inc. 0.00% Add +15.5% 3,457 $34K
Gladius Capital Management LP 0.03% New 3,249 $32K
Cwm, LLC 0.00% Add +85.8% 2,746 $27K
Headlands Technologies LLC 0.00% New 2,696 $27K
Coppell Advisory Solutions LLC 0.00% — 2,470 $24K
Abich Financial Wealth Management LLC 0.02% Add +169.3% 2,354 $23K
GAMMA Investing LLC 0.00% Add +177.9% 2,293 $23K
Optiver Holding B.V. 0.00% New 1,686 $17K
Whittier Trust Co. 0.00% No change 1,631 $16K
Versant Capital Management, Inc 0.00% No change 1,545 $15K
Avior Wealth Management, LLC 0.00% Reduce -73.6% 1,510 $15K
HM Payson & Co. 0.00% No change 1,500 $15K
Federation des caisses Desjardins du Quebec 0.00% Add +232.6% 1,430 $14K
Manchester Capital Management LLC 0.00% New 1,351 $13K
Smartleaf Asset Management LLC 0.00% New 1,320 $13K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 1,283 $13K
Wetzel Investment Advisors, Inc. 0.01% No change 1,200 $11K
Macroview Investment Management LLC 0.01% New 822 $8K
Russell Investments Group, Ltd. 0.00% Add +0.1% 709 $7K
Castleview Partners, LLC 0.00% New 694 $7K
Quadrant Capital Group LLC 0.00% Add +30.8% 676 $7K
Adirondack Trust Co. 0.00% No change 600 $6K
Benjamin F. Edwards & Company, Inc. 0.00% New 554 $5K
Bessemer Group Inc. 0.00% No change 532 $5K
Venturi Wealth Management, LLC 0.00% Reduce -24.4% 480 $5K
Farther Finance Advisors, LLC 0.00% Add +422.5% 371 $4K
North Star Investment Management Corp. 0.00% No change 313 $3K
SJS Investment Consulting Inc. 0.00% New 207 $2K
Westend Capital Management, LLC 0.00% No change 203 $2K
Lazard Asset Management LLC 0.00% Add +73.9% 287 $2K
Arax Advisory Partners 0.00% New 187 $2K
Huntington National Bank 0.00% No change 181 $2K
UMB Bank, n.a. 0.00% Add +176.8% 155 $2K
Nisa Investment Advisors, LLC 0.00% No change 150 $1K
National Bank of Canada 0.00% No change 125 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 106 $1K
Innealta Capital, LLC 0.00% New 101 $1K
Fifth Third Bancorp 0.00% Add +295.6% 91 $902
Farmers & Merchants Investments Inc. 0.00% No change 90 $892
Allworth Financial LP 0.00% No change 65 $697
Abound Wealth Management 0.00% No change 39 $387
Parkside Financial Bank & Trust 0.00% No change 21 $209
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.6% 15 $148
Parallel Advisors, LLC 0.00% New 13 $129
Covestor Ltd 0.00% No change 14 $0

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