WisdomtreeWT

13F holders, Q4 2024 (December 31)
271holders +38
43new positions
16sold out
8famous investors
$10.50avg. 13F price*

At the end of Q4 2024, 271 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, up 38 from Q3 2024. 43 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($197.2M), Vanguard Group Inc. ($157.2M) and Azora Capital LP ($111.1M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions43$28.5M
Exits16$6.9M

All 13F filers, Q3 2024 → Q4 2024: 17,075,968 shares bought and 10,308,680 shares sold, net +6,767,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 271 holders

BlackRock, Inc. 0.00% Reduce -1.7% 18,776,417 $197.2M
Vanguard Group Inc. 0.00% Reduce -4.1% 14,970,013 $157.2M
Azora Capital LP 4.99% Reduce -0.3% 10,576,624 $111.1M
State Street Corp. 0.00% Add +2.6% 5,829,423 $61.2M
ArrowMark Colorado Holdings LLC 0.70% Reduce -29.6% 4,971,505 $52.2M
Invesco Ltd. 0.01% Reduce -3.1% 4,036,357 $42.4M
Dimensional Fund Advisors LP 0.01% Reduce -3.5% 3,948,644 $41.5M
Massachusetts Financial Services Co. 0.01% Reduce -18.5% 3,685,098 $38.7M
Wellington Management Group LLP 0.01% Reduce -31.3% 3,007,206 $31.6M
Geode Capital Management, LLC 0.00% Reduce -1.4% 2,872,974 $30.2M
Victory Capital Management Inc. 0.02% Reduce -0.3% 2,326,388 $24.4M
Morgan Stanley 0.00% Add +32.7% 2,216,125 $23.3M
Bank of New York Mellon Corp 0.00% Reduce -18.9% 2,108,768 $22.1M
Millennium Management 0.02% Add +532.6% 2,031,534 $21.3M
Janus Henderson Group PLC 0.01% Reduce -5.2% 1,921,003 $20.2M
Macquarie Group Ltd. 0.02% Reduce -0.4% 1,813,984 $19.0M
Citadel Advisors 0.02% Add +111.6% 1,781,620 $18.7M
Goldman Sachs Group Inc. 0.00% Add +204.0% 1,564,942 $16.4M
Two Sigma Investments, LP 0.04% Add +10.5% 1,500,371 $15.8M
Northern Trust Corp. 0.00% Add +1.1% 1,440,197 $15.1M
Qube Research & Technologies Ltd 0.02% Add +499.9% 1,403,452 $14.7M
Charles Schwab Investment Management Inc. 0.00% Add +10.1% 1,310,899 $13.8M
Nuveen Asset Management, LLC 0.00% Add +139.9% 1,270,963 $13.3M
Two Sigma Advisers, LP 0.03% Add +37.0% 1,237,000 $13.0M
Voloridge Investment Management, LLC 0.04% Add +25.6% 1,194,288 $12.5M
Renaissance Technologies 0.02% Reduce -21.7% 1,184,007 $12.4M
ExodusPoint Capital Management, LP 0.13% Add +127.2% 1,162,993 $12.2M
Cubist Systematic Strategies, LLC 0.17% Add +59.0% 987,187 $10.4M
Kornitzer Capital Management Inc. 0.19% No change 917,830 $9.6M
T. Rowe Price Associates Inc. 0.00% Add +40.8% 916,657 $9.6M
JPMorgan Chase & Co. 0.00% Add +157.4% 880,489 $9.2M
FMR LLC 0.00% Reduce -69.5% 870,834 $9.1M
Principal Financial Group Inc. 0.00% Add +2.8% 728,345 $7.6M
Nicholas Investment Partners, LP 0.74% Add +4.5% 726,427 $7.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +188.9% 722,586 $7.6M
BNP Paribas Financial Markets 0.01% Add +358.8% 714,010 $7.5M
UBS Group AG 0.00% Add +151.2% 674,278 $7.1M
Squarepoint Ops LLC 0.02% Add +105.0% 617,476 $6.5M
Phase 2 Partners, LLC 4.67% Reduce -6.5% 591,129 $6.2M
Crawford Fund Management, LLC 3.94% Add +12.0% 559,874 $5.9M
Kennedy Capital Management LLC 0.13% Add +78.5% 545,505 $5.7M
Envestnet Asset Management Inc. 0.00% Add +168.6% 534,726 $5.6M
AQR Capital Management 0.01% Reduce -16.9% 531,135 $5.6M
Edgestream Partners, L.P. 0.21% Add +498.8% 468,117 $4.9M
Tidal Investments LLC 0.04% Add +3.6% 458,923 $4.8M
Voya Investment Management LLC 0.01% Reduce -9.1% 456,947 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.9% 444,588 $4.7M
Danske Bank A/S 0.01% New 438,490 $4.6M
Balyasny Asset Management L.P. 0.01% Add +2.7% 418,424 $4.4M
Raymond James Financial Inc. 0.00% — 405,946 $4.3M
Nordea Investment Management AB 0.00% Add +2.6% 391,208 $4.1M
Rhumbline Advisers 0.00% Reduce -2.0% 365,563 $3.8M
First Trust Advisors LP 0.00% Reduce -27.0% 365,138 $3.8M
Ameriprise Financial Inc. 0.00% Add +10.9% 353,250 $3.7M
Legal & General Group Plc 0.00% Add +1.8% 343,417 $3.6M
American Century Companies Inc. 0.00% Add +14.4% 332,404 $3.5M
Credit Agricole S A 0.01% Add +204.0% 318,578 $3.3M
Deutsche Bank AG 0.00% Add +14.2% 316,477 $3.3M
Bank of America Corp. 0.00% Add +93.8% 313,859 $3.3M
Public Sector Pension Investment Board 0.01% Add +12.9% 285,144 $3.0M
HRT Financial LP 0.02% New 282,699 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 279,275 $2.9M
Barclays PLC 0.00% Add +1.4% 272,380 $2.9M
D. E. Shaw & Co. 0.00% New 270,679 $2.8M
Marshall Wace, LLP 0.00% Reduce -29.4% 264,016 $2.8M
Quantbot Technologies LP 0.10% Add +5.4% 263,456 $2.8M
Trexquant Investment LP 0.03% New 257,523 $2.7M
Tudor Investment Corporation 0.03% New 245,325 $2.6M
Rothschild Investment LLC 0.17% Add +7.3% 244,763 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.9% 232,066 $2.4M
Swiss National Bank 0.00% Reduce -3.8% 229,900 $2.4M
Los Angeles Capital Management LLC 0.01% Add +589.8% 225,968 $2.4M
New York State Teachers Retirement System 0.00% Add +0.1% 213,380 $2.2M
Horizon Kinetics Asset Management LLC 0.03% Reduce -0.9% 204,338 $2.1M
Jane Street Group, LLC 0.00% Add +123.6% 197,321 $2.1M
Wells Fargo & Company 0.00% Add +17.3% 192,868 $2.0M
Graham Capital Management, L.P. 0.10% Add +76.5% 192,024 $2.0M
Citigroup Inc. 0.00% Reduce -2.5% 185,290 $1.9M
Canada Pension Plan Investment Board 0.00% New 176,400 $1.9M
Caitlin John, LLC 1.26% Add +2.9% 176,052 $1.8M
Jackson Creek Investment Advisors LLC 0.56% Reduce -3.0% 175,681 $1.8M
New York State Common Retirement Fund 0.00% Add +3.1% 161,193 $1.7M
Alliancebernstein L.P. 0.00% Add +0.0% 151,246 $1.6M
Bantamac Capital, LLC 0.67% Add +12.2% 142,369 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Reduce -7.4% 141,336 $1.5M
State of Wisconsin Investment Board 0.00% Add +19.6% 137,833 $1.4M
Verition Fund Management LLC 0.01% Add +211.2% 132,419 $1.4M
Caas Capital Management LP 1.12% Add +73.8% 129,184 $1.4M
Engineers Gate Manager LP 0.02% Add +45.1% 128,242 $1.3M
Prudential Financial Inc. 0.00% Reduce -9.1% 127,433 $1.3M
MML Investors Services, LLC 0.00% Add +182.4% 127,211 $1.3M
Integrated Quantitative Investments LLC 0.64% — 123,888 $1.3M
Globeflex Capital L P 0.11% No change 120,684 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -44.4% 118,110 $1.2M
Stifel Financial Corp. 0.00% Add +44.8% 114,405 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +342.6% 114,200 $1.2M
HSBC Holdings PLC 0.00% Add +222.6% 112,295 $1.2M
Fisher Asset Management 0.00% No change 111,632 $1.2M
California State Teachers Retirement System 0.00% Reduce -4.5% 110,954 $1.2M
Gabelli Funds LLC 0.01% Add +448.6% 109,717 $1.2M

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

Show all 271 holders