WisdomtreeWT
13F holders, Q3 2024 (September 30)233holders +9
38new positions
29sold out
6famous investors
$9.99avg. 13F price*
At the end of Q3 2024, 233 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, up 9 from Q2 2024. 38 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($190.8M), Vanguard Group Inc. ($155.9M) and Azora Capital LP ($106.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree Inc.
- CUSIP
- 97717P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $27.3M |
| Exits | 29 | $10.7M |
All 13F filers, Q2 2024 → Q3 2024: 13,723,970 shares bought and 8,252,233 shares sold, net +5,471,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| BlackRock, Inc. | 0.00% | — | 19,102,799 | $190.8M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 15,604,842 | $155.9M |
| Azora Capital LP | 5.73% | Add +12.1% | 10,609,577 | $106.0M |
| ArrowMark Colorado Holdings LLC | 0.90% | Reduce -16.3% | 7,059,712 | $70.5M |
| State Street Corp. | 0.00% | Add +7.6% | 5,678,905 | $56.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.7% | 4,522,372 | $45.2M |
| Wellington Management Group LLP | 0.01% | Reduce -25.8% | 4,374,695 | $43.7M |
| Invesco Ltd. | 0.01% | Add +8.9% | 4,167,823 | $41.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.0% | 4,090,485 | $40.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 2,914,051 | $29.1M |
| FMR LLC | 0.00% | Add +390.7% | 2,859,073 | $28.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.6% | 2,599,537 | $26.0M |
| Victory Capital Management Inc. | 0.02% | Add +21.4% | 2,332,762 | $23.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -20.4% | 2,026,237 | $20.2M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.9% | 1,821,738 | $18.2M |
| Morgan Stanley | 0.00% | Add +2.0% | 1,670,002 | $16.7M |
| Renaissance Technologies | 0.02% | Add +19.8% | 1,512,079 | $15.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 1,424,708 | $14.2M |
| Two Sigma Investments, LP | 0.03% | Add +9.1% | 1,358,145 | $13.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.5% | 1,191,137 | $11.9M |
| Voloridge Investment Management, LLC | 0.03% | Add +579.2% | 950,699 | $9.5M |
| Kornitzer Capital Management Inc. | 0.17% | Add +58.2% | 917,830 | $9.2M |
| Two Sigma Advisers, LP | 0.02% | Reduce -13.3% | 902,600 | $9.0M |
| Citadel Advisors | 0.01% | Add +1454.2% | 842,121 | $8.4M |
| Principal Financial Group Inc. | 0.00% | Add +26.9% | 708,842 | $7.1M |
| Nicholas Investment Partners, LP | 0.71% | Add +120.7% | 694,981 | $6.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.4% | 650,970 | $6.5M |
| AQR Capital Management | 0.01% | Reduce -11.3% | 639,140 | $6.4M |
| Phase 2 Partners, LLC | 3.74% | Reduce -4.9% | 632,513 | $6.3M |
| Cubist Systematic Strategies, LLC | 0.09% | New | 620,884 | $6.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -24.0% | 529,829 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +86.6% | 514,836 | $5.1M |
| ExodusPoint Capital Management, LP | 0.05% | Add +37.1% | 511,872 | $5.1M |
| Voya Investment Management LLC | 0.01% | Add +15.6% | 502,440 | $5.0M |
| First Trust Advisors LP | 0.00% | Add +13.1% | 500,289 | $5.0M |
| Crawford Fund Management, LLC | 3.68% | Add +34.0% | 499,874 | $5.0M |
| Guggenheim Capital LLC | 0.03% | Reduce -2.0% | 485,648 | $4.9M |
| Tidal Investments LLC | 0.05% | Reduce -6.0% | 442,762 | $4.4M |
| ClariVest Asset Management LLC | 0.42% | No change | 418,199 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 412,079 | $4.1M |
| Balyasny Asset Management L.P. | 0.01% | New | 407,423 | $4.1M |
| Nordea Investment Management AB | 0.00% | Add +6.0% | 381,296 | $3.8M |
| Marshall Wace, LLP | 0.00% | Reduce -51.6% | 373,944 | $3.7M |
| Rhumbline Advisers | 0.00% | Reduce -0.7% | 373,006 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.2% | 342,104 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 337,303 | $3.4M |
| Millennium Management | 0.00% | Reduce -65.0% | 321,125 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 318,580 | $3.2M |
| Kennedy Capital Management LLC | 0.07% | Add +659.8% | 305,566 | $3.1M |
| Squarepoint Ops LLC | 0.01% | Add +1089.9% | 301,253 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +25.6% | 290,667 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +347.7% | 277,043 | $2.8M |
| Barclays PLC | 0.00% | Add +201.3% | 268,668 | $2.7M |
| UBS Group AG | 0.00% | Reduce -33.2% | 268,402 | $2.7M |
| Public Sector Pension Investment Board | 0.01% | Add +2.8% | 252,568 | $2.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 250,081 | $2.5M |
| Quantbot Technologies LP | 0.10% | Add +586.0% | 250,017 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +589.2% | 249,249 | $2.5M |
| Swiss National Bank | 0.00% | No change | 238,900 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +211.5% | 233,945 | $2.3M |
| Rothschild Investment LLC | 0.15% | Add +1.3% | 228,161 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.1% | 213,205 | $2.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -3.1% | 212,425 | $2.1M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -2.5% | 206,302 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.3% | 199,090 | $2.0M |
| Caitlin John, LLC | 1.25% | New | 171,116 | $1.9M |
| Point72 Asset Management | 0.01% | New | 193,024 | $1.9M |
| Citigroup Inc. | 0.00% | Add +107.8% | 190,016 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.54% | Add +28.8% | 181,139 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +5.7% | 164,371 | $1.6M |
| Bank of America Corp. | 0.00% | Add +18.0% | 161,933 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +52.9% | 156,393 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +118.4% | 155,618 | $1.6M |
| Jump Financial, LLC | 0.03% | New | 155,230 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +3.9% | 152,694 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.2% | 151,210 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +13.9% | 140,133 | $1.4M |
| Bantamac Capital, LLC | 0.61% | Add +21.3% | 126,879 | $1.3M |
| Globeflex Capital L P | 0.12% | Add +0.3% | 120,684 | $1.2M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 116,247 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.12% | Add +180.4% | 115,289 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -1.8% | 115,283 | $1.2M |
| Fisher Asset Management | 0.00% | Reduce -0.7% | 111,632 | $1.1M |
| Graham Capital Management, L.P. | 0.06% | Add +102.2% | 108,781 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -5.0% | 106,578 | $1.1M |
| Credit Agricole S A | 0.01% | Reduce -28.8% | 104,804 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -52.1% | 101,040 | $1.0M |
| Legato Capital Management LLC | 0.12% | Add +151.3% | 100,803 | $1.0M |
| Wakefield Asset Management LLLP | 0.32% | Reduce -1.0% | 98,845 | $987K |
| Aquatic Capital Management LLC | 0.03% | Add +680.6% | 96,800 | $967K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.9% | 93,473 | $934K |
| Franklin Resources Inc. | 0.00% | New | 87,839 | $888K |
| Engineers Gate Manager LP | 0.02% | New | 88,380 | $883K |
| Jane Street Group, LLC | 0.00% | Reduce -26.3% | 88,259 | $882K |
| Norges Bank | 0.00% | No change | 87,466 | $874K |
| James Investment Research, Inc. | 0.09% | Add +63.0% | 79,720 | $796K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 79,285 | $792K |
| Stifel Financial Corp. | 0.00% | Add +145.5% | 79,008 | $789K |
| Level Four Advisory Services, LLC | 0.03% | Add +146.7% | 75,712 | $784K |
| Edgestream Partners, L.P. | 0.03% | New | 78,172 | $781K |
| Main Management ETF Advisors, LLC | 0.04% | New | 77,600 | $775K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.5% | 76,634 | $766K |
| Caas Capital Management LP | 0.51% | No change | 74,321 | $742K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.4% | 73,757 | $737K |
| XTX Topco Ltd | 0.05% | New | 72,073 | $720K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 69,508 | $694K |
| State of Alaska, Department of Revenue | 0.01% | Add +3.6% | 67,924 | $678K |
| Illinois Municipal Retirement Fund | 0.01% | Add +2.8% | 62,662 | $626K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.3% | 57,500 | $574K |
| ProShare Advisors LLC | 0.00% | Add +177.0% | 57,412 | $574K |
| Aigen Investment Management, LP | 0.11% | New | 57,160 | $571K |
| Cetera Investment Advisers | 0.00% | Reduce -24.5% | 56,542 | $565K |
| Advisory Services Network, LLC | 0.01% | No change | 54,377 | $539K |
| SRN Advisors, LLC | 0.46% | Reduce -38.8% | 52,316 | $523K |
| Point72 (DIFC) Ltd | 0.04% | New | 45,625 | $456K |
| Osaic Holdings, Inc. | 0.00% | Add +319.5% | 45,337 | $453K |
| MML Investors Services, LLC | 0.00% | Add +16.9% | 45,046 | $450K |
| Yousif Capital Management, LLC | 0.00% | Add +0.2% | 45,029 | $450K |
| State of Wyoming | 0.06% | Add +40.8% | 44,062 | $440K |
| Verition Fund Management LLC | 0.00% | Add +243.3% | 42,552 | $425K |
| Comerica Bank | 0.00% | Add +0.4% | 42,024 | $420K |
| Jupiter Asset Management Ltd. | 0.00% | Reduce -26.1% | 40,769 | $407K |
| Maryland State Retirement & Pension System | 0.01% | Add +3.3% | 40,195 | $402K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | New | 38,547 | $385K |
| SG Americas Securities, LLC | 0.00% | Reduce -47.9% | 38,198 | $382K |
| AlphaQuest LLC | 0.03% | New | 37,688 | $377K |
| Alps Advisors Inc. | 0.00% | Reduce -9.0% | 36,975 | $369K |
| Amalgamated Bank | 0.00% | Add +2.8% | 36,023 | $360K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | New | 35,663 | $356K |
| Levin Capital Strategies, L.P. | 0.03% | Reduce -50.9% | 35,390 | $354K |
| Arizona State Retirement System | 0.00% | Add +2.8% | 34,972 | $349K |
| HSBC Holdings PLC | 0.00% | Reduce -26.8% | 34,806 | $349K |
| Alberta Investment Management Corp | 0.00% | No change | 34,634 | $346K |
| Intech Investment Management LLC | 0.00% | New | 34,505 | $345K |
| Impact Partnership Wealth, LLC | 0.08% | Add +3.3% | 34,467 | $344K |
| North Star Investment Management Corp. | 0.02% | Add +10862.6% | 34,313 | $343K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 33,927 | $339K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.1% | 33,500 | $335K |
| Gsa Capital Partners LLP | 0.03% | New | 33,307 | $333K |
| Los Angeles Capital Management LLC | 0.00% | Add +113.4% | 32,761 | $327K |
| Benjamin Edwards Inc. | 0.00% | Add +164.8% | 30,755 | $307K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 30,451 | $304K |
| Truist Financial Corp. | 0.00% | Add +15.7% | 30,286 | $303K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.8% | 28,675 | $286K |
| Amundi | 0.00% | Add +11.2% | 28,825 | $284K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.7% | 28,056 | $280K |
| EntryPoint Capital, LLC | 0.16% | New | 27,752 | $277K |
| Petrus Trust Company, LTA | 0.03% | Add +60.8% | 27,327 | $273K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 25,925 | $259K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -3.4% | 25,800 | $258K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.8% | 25,442 | $254K |
| Olympiad Research LP | 0.16% | Reduce -21.3% | 25,060 | $250K |
| Prelude Capital Management, LLC | 0.02% | Reduce -18.1% | 25,060 | $250K |
| Occudo Quantitative Strategies LP | 0.05% | New | 24,764 | $247K |
| Tobam | 0.04% | Add +29.5% | 23,705 | $237K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,464 | $224K |
| Capital Management Corp. | 0.04% | Reduce -44.0% | 22,200 | $222K |
| Man Group plc | 0.00% | Reduce -23.5% | 21,723 | $217K |
| Praxis Investment Management Inc. | 0.01% | No change | 21,350 | $213K |
| Mackenzie Financial Corp. | 0.00% | Add +2.6% | 21,212 | $212K |
| Bridgefront Capital, LLC | 0.08% | New | 20,444 | $204K |
| Gabelli Funds LLC | 0.00% | New | 20,000 | $200K |
| Deerfield Management Company, L.P. | 0.00% | New | 19,462 | $194K |
| Pathstone Holdings, LLC | 0.00% | No change | 18,979 | $190K |
| iSAM Funds (UK) Ltd | 0.10% | New | 18,322 | $183K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.9% | 18,320 | $183K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,232 | $182K |
| Royal Bank of Canada | 0.00% | Add +15.7% | 17,954 | $180K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -2.4% | 17,902 | $179K |
| Freedom Investment Management, Inc. | 0.01% | Reduce -2.4% | 17,425 | $174K |
| SMH Capital Advisors Inc. | 1.07% | Reduce -4.6% | 17,397 | $174K |
| Bank of Montreal | 0.00% | Add +3.7% | 16,751 | $169K |
| Crestline Management, L.P. | 0.01% | New | 15,339 | $153K |
| Nebula Research & Development LLC | 0.02% | New | 15,280 | $153K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.9% | 15,260 | $152K |
| Foundry Partners, LLC | 0.01% | Add +15.9% | 13,850 | $138K |
| Navellier & Associates Inc. | 0.02% | Reduce -9.5% | 13,670 | $137K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 13,617 | $136K |
| Versor Investments LP | 0.02% | New | 13,400 | $134K |
| Acadian Asset Management LLC | 0.00% | Reduce -97.1% | 12,448 | $124K |
| JGP Wealth Management, LLC | 0.02% | New | 11,828 | $118K |
| Axq Capital, LP | 0.03% | New | 10,806 | $108K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.0% | 10,539 | $105K |
| Park Avenue Securities LLC | 0.00% | New | 10,520 | $105K |
| Two Sigma Securities, LLC | 0.01% | New | 10,335 | $103K |
| Allianz Asset Management GmbH | 0.00% | Reduce -87.5% | 10,300 | $103K |
| Composition Wealth, LLC | 0.00% | Add +0.3% | 10,124 | $101K |
| Sei Investments Co. | 0.00% | Reduce -94.4% | 10,100 | $101K |
| Principal Securities, Inc. | 0.00% | Add +21.2% | 5,225 | $52K |
| KBC Group NV | 0.00% | No change | 5,252 | $52K |
| Cwm, LLC | 0.00% | Add +52.8% | 4,195 | $42K |
| GAMMA Investing LLC | 0.00% | Add +76.8% | 4,054 | $40K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,457 | $35K |
| Federated Hermes, Inc. | 0.00% | New | 2,928 | $29K |
| Gladius Capital Management LP | 0.02% | Reduce -16.9% | 2,701 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +69.9% | 2,430 | $24K |
| Abich Financial Wealth Management LLC | 0.04% | Reduce -17.3% | 1,946 | $19K |
| 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% | Add +0.2% | 1,513 | $15K |
| Elequin Capital, LP | 0.03% | New | 1,513 | $15K |
| HM Payson & Co. | 0.00% | No change | 1,500 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +5.2% | 1,388 | $14K |
| Manchester Capital Management LLC | 0.00% | No change | 1,351 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +2.3% | 1,313 | $13K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 1,126 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.8% | 800 | $8K |
| Quadrant Capital Group LLC | 0.00% | No change | 676 | $7K |
| Adirondack Trust Co. | 0.00% | No change | 600 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 480 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.0% | 386 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 337 | $3K |
| UMB Bank, n.a. | 0.00% | Add +75.5% | 272 | $3K |
| Westend Capital Management, LLC | 0.00% | No change | 203 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -54.9% | 240 | $2K |
| Lazard Asset Management LLC | 0.00% | No change | 287 | $2K |
| Arax Advisory Partners | 0.00% | No change | 187 | $2K |
| Huntington National Bank | 0.00% | No change | 181 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 150 | $1K |
| Quarry LP | 0.00% | New | 149 | $1K |
| Blue Trust, Inc. | 0.00% | New | 150 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 141 | $1K |
| Fifth Third Bancorp | 0.00% | Add +29.7% | 118 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 106 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 120 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 90 | $899 |
| Allworth Financial LP | 0.00% | No change | 65 | $650 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -97.8% | 54 | $544 |
| Parkside Financial Bank & Trust | 0.00% | No change | 21 | $210 |
| Abound Wealth Management | 0.00% | Reduce -48.7% | 20 | $200 |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 15 | $149 |
| Mendota Financial Group, LLC | 0.00% | New | 11 | $110 |
| Covestor Ltd | 0.00% | Reduce -7.1% | 13 | $0 |
"% of holder's portfolio" is WT's weight in each manager's 13F, not the share of Wisdomtree Inc. the manager owns.