WisdomtreeWT
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $28.5M |
| Exits | 16 | $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 |
| Legato Capital Management LLC | 0.15% | Add +8.0% | 108,847 | $1.1M |
| SRN Advisors, LLC | 0.99% | Add +102.6% | 106,000 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +474.3% | 105,215 | $1.1M |
| Creative Planning | 0.00% | New | 101,583 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +30.5% | 98,807 | $1.0M |
| Wakefield Asset Management LLLP | 0.35% | Reduce -0.5% | 98,320 | $1.0M |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 96,175 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +109.5% | 94,960 | $997K |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 93,269 | $979K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.4% | 88,450 | $929K |
| Franklin Resources Inc. | 0.00% | No change | 87,839 | $922K |
| Norges Bank | 0.00% | No change | 87,466 | $918K |
| James Investment Research, Inc. | 0.11% | Add +8.4% | 86,446 | $908K |
| Man Group plc | 0.00% | Add +297.7% | 86,392 | $907K |
| Aquatic Capital Management LLC | 0.02% | Reduce -11.6% | 85,616 | $899K |
| MetLife Investment Management, LLC | 0.00% | Add +14.3% | 84,305 | $885K |
| XTX Topco Ltd | 0.07% | Add +13.1% | 81,545 | $856K |
| AlphaQuest LLC | 0.11% | Add +114.6% | 80,865 | $849K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 79,343 | $833K |
| Mackenzie Financial Corp. | 0.00% | Add +266.6% | 77,764 | $817K |
| M&T Bank Corp | 0.00% | Reduce -27.3% | 77,518 | $814K |
| Point72 Asset Management | 0.00% | Reduce -61.4% | 74,500 | $782K |
| Truist Financial Corp. | 0.00% | Add +142.9% | 73,579 | $773K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.4% | 73,406 | $771K |
| Jump Financial, LLC | 0.02% | Reduce -53.7% | 71,889 | $755K |
| Main Management ETF Advisors, LLC | 0.03% | Reduce -8.3% | 71,200 | $748K |
| Cetera Investment Advisers | 0.00% | Add +23.4% | 69,779 | $733K |
| North Star Investment Management Corp. | 0.05% | Add +102.0% | 69,313 | $728K |
| CoreCap Advisors, LLC | 0.03% | New | 66,954 | $703K |
| Oppenheimer & Co. Inc. | 0.01% | Add +99.1% | 66,691 | $700K |
| SG Americas Securities, LLC | 0.00% | Add +74.2% | 66,552 | $699K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.5% | 66,396 | $697K |
| Nebula Research & Development LLC | 0.08% | Add +331.9% | 65,993 | $693K |
| Illinois Municipal Retirement Fund | 0.01% | Add +4.4% | 65,395 | $687K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.3% | 65,034 | $682K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -36.7% | 63,973 | $672K |
| Algert Global LLC | 0.02% | New | 63,923 | $671K |
| Gsa Capital Partners LLP | 0.05% | Add +87.6% | 62,472 | $656K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 60,613 | $636K |
| Point72 (DIFC) Ltd | 0.06% | Add +29.7% | 59,193 | $622K |
| Amundi | 0.00% | Add +119.1% | 63,148 | $607K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.8% | 55,300 | $581K |
| Twinbeech Capital LP | 0.01% | New | 54,479 | $572K |
| Intech Investment Management LLC | 0.01% | Add +57.3% | 54,268 | $570K |
| Acadian Asset Management LLC | 0.00% | Add +297.6% | 49,496 | $519K |
| Levin Capital Strategies, L.P. | 0.05% | Add +31.4% | 46,519 | $488K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.9% | 43,745 | $459K |
| Benjamin Edwards Inc. | 0.01% | Add +39.4% | 42,881 | $450K |
| Entropy Technologies, LP | 0.05% | New | 42,198 | $443K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +8.3% | 41,753 | $438K |
| ProShare Advisors LLC | 0.00% | Reduce -27.6% | 41,555 | $436K |
| Dynamic Technology Lab Private Ltd | 0.07% | Reduce -64.1% | 41,426 | $435K |
| Impact Partnership Wealth, LLC | 0.09% | Add +19.2% | 41,084 | $431K |
| Comerica Bank | 0.00% | Reduce -3.9% | 40,372 | $424K |
| Foundry Partners, LLC | 0.02% | Add +189.9% | 40,146 | $422K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -4.1% | 38,536 | $405K |
| Tobam | 0.12% | Add +61.0% | 38,178 | $401K |
| Alps Advisors Inc. | 0.00% | Reduce -1.4% | 36,475 | $383K |
| Weiss Asset Management LP | 0.01% | New | 34,817 | $366K |
| Alberta Investment Management Corp | 0.00% | No change | 34,634 | $364K |
| Amalgamated Bank | 0.00% | Reduce -4.9% | 34,266 | $360K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.1% | 33,962 | $357K |
| Arizona State Retirement System | 0.00% | Reduce -3.0% | 33,934 | $356K |
| Aigen Investment Management, LP | 0.06% | Reduce -43.3% | 32,402 | $340K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -10.0% | 32,105 | $337K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 30,451 | $320K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 29,918 | $314K |
| EntryPoint Capital, LLC | 0.13% | Add +6.7% | 29,622 | $311K |
| Park Avenue Securities LLC | 0.00% | Add +175.8% | 29,015 | $305K |
| Crestline Management, L.P. | 0.01% | Add +89.2% | 29,017 | $305K |
| Corton Capital Inc. | 0.17% | New | 28,985 | $304K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 27,472 | $288K |
| Petrus Trust Company, LTA | 0.03% | No change | 27,327 | $287K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.9% | 26,956 | $283K |
| Toth Financial Advisory Corp. | 0.03% | New | 26,500 | $278K |
| Centiva Capital, LP | 0.01% | New | 26,466 | $278K |
| State of Wyoming | 0.03% | Reduce -41.0% | 25,980 | $273K |
| Jain Global LLC | 0.01% | — | 25,111 | $264K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.0% | 24,429 | $257K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.7% | 23,923 | $251K |
| Olympiad Research LP | 0.25% | Reduce -9.1% | 22,778 | $239K |
| KLP Kapitalforvaltning As | 0.00% | — | 22,300 | $234K |
| Capital Management Corp. | 0.04% | No change | 22,200 | $233K |
| Praxis Investment Management Inc. | 0.01% | No change | 21,350 | $224K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +98.3% | 20,895 | $219K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -8.6% | 20,529 | $216K |
| AssuredPartners Investment Advisors, LLC | 0.04% | — | 20,334 | $214K |
| Bank of Montreal | 0.00% | Add +11.7% | 18,702 | $196K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,232 | $191K |
| Prelude Capital Management, LLC | 0.02% | Reduce -27.3% | 18,222 | $191K |
| Bridgefront Capital, LLC | 0.06% | Reduce -12.8% | 17,825 | $187K |
| Militia Capital Partners, LP | 0.18% | — | 17,600 | $185K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.2% | 17,334 | $182K |
| SMH Capital Advisors Inc. | 0.44% | Reduce -0.7% | 17,275 | $181K |
| Group One Trading LLC | 0.01% | New | 17,193 | $181K |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.6% | 17,150 | $180K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 16,353 | $172K |
| Bayesian Capital Management, LP | 0.02% | New | 16,279 | $171K |
| Freedom Investment Management, Inc. | 0.01% | Reduce -9.1% | 15,839 | $166K |
| Navellier & Associates Inc. | 0.02% | Add +11.4% | 15,226 | $160K |
| Caxton Associates LP | 0.00% | New | 14,764 | $155K |
| Sciencast Management LP | 0.04% | New | 14,659 | $154K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 13,617 | $143K |
| Axq Capital, LP | 0.06% | Add +22.8% | 13,271 | $139K |
| Cibc World Markets Corp. | 0.00% | New | 13,058 | $137K |
| Principal Securities, Inc. | 0.00% | Add +146.1% | 12,858 | $135K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 12,777 | $134K |
| LPL Financial LLC | 0.00% | New | 12,601 | $132K |
| PharVision Advisers, LLC | 0.11% | — | 11,854 | $124K |
| JGP Wealth Management, LLC | 0.02% | No change | 11,828 | $124K |
| Sei Investments Co. | 0.00% | Add +9.6% | 11,073 | $116K |
| Cooper Financial Group | 0.01% | New | 10,581 | $111K |
| Dark Forest Capital Management LP | 0.02% | New | 10,331 | $108K |
| Allianz Asset Management GmbH | 0.00% | No change | 10,300 | $108K |
| Composition Wealth, LLC | 0.00% | Add +0.3% | 10,151 | $107K |
| Xponance LLC | 0.00% | New | 10,043 | $105K |
| Lord, Abbett & Co. LLC | 0.00% | New | 10,000 | $105K |
| KBC Group NV | 0.00% | Add +48.4% | 7,792 | $82K |
| Royal Bank of Canada | 0.00% | Reduce -56.5% | 7,805 | $82K |
| Stonebridge Financial Group, LLC | 0.01% | — | 5,713 | $60K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +354.3% | 5,965 | $59K |
| GAMMA Investing LLC | 0.00% | Add +20.2% | 4,873 | $51K |
| Cwm, LLC | 0.00% | Add +12.5% | 4,721 | $50K |
| Federated Hermes, Inc. | 0.00% | Add +60.7% | 4,705 | $49K |
| Smartleaf Asset Management LLC | 0.00% | Add +173.3% | 3,793 | $39K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -5.2% | 3,279 | $34K |
| Quarry LP | 0.01% | Add +1778.5% | 2,799 | $29K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,430 | $26K |
| Byrne Asset Management LLC | 0.02% | New | 1,800 | $19K |
| Whittier Trust Co. | 0.00% | No change | 1,631 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,606 | $17K |
| R Squared Ltd | 0.02% | — | 1,600 | $17K |
| Avior Wealth Management, LLC | 0.00% | Add +0.2% | 1,516 | $16K |
| HM Payson & Co. | 0.00% | No change | 1,500 | $16K |
| Manchester Capital Management LLC | 0.00% | No change | 1,351 | $14K |
| Versant Capital Management, Inc | 0.00% | Reduce -17.0% | 1,282 | $13K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 1,095 | $11K |
| ORG Partners LLC | 0.00% | New | 1,000 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.8% | 814 | $9K |
| Quadrant Capital Group LLC | 0.00% | No change | 676 | $7K |
| Adirondack Trust Co. | 0.00% | No change | 600 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.5% | 523 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 480 | $5K |
| Blue Trust, Inc. | 0.00% | Add +166.7% | 400 | $4K |
| Allworth Financial LP | 0.00% | Add +515.4% | 400 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 352 | $4K |
| Optiver Holding B.V. | 0.00% | New | 304 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 240 | $3K |
| Lazard Asset Management LLC | 0.00% | No change | 287 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 272 | $3K |
| MAI Capital Management | 0.00% | New | 201 | $2K |
| Huntington National Bank | 0.00% | No change | 181 | $2K |
| Aspect Partners, LLC | 0.00% | New | 150 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 150 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 141 | $1K |
| Fifth Third Bancorp | 0.00% | Add +15.3% | 136 | $1K |
| Headlands Technologies LLC | 0.00% | New | 121 | $1K |
| GeoWealth Management, LLC | 0.00% | New | 117 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 106 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 96 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 120 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 90 | $945 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 90 | $945 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 54 | $562 |
| Parkside Financial Bank & Trust | 0.00% | No change | 21 | $221 |
| Abound Wealth Management | 0.00% | No change | 20 | $210 |
| IFP Advisors, Inc | 0.00% | New | 18 | $189 |
| Elequin Capital, LP | 0.00% | Reduce -99.3% | 11 | $116 |
| True Wealth Design, LLC | 0.00% | New | 5 | $53 |
| Brooklyn Investment Group | 0.00% | New | 2 | $11 |
| Covestor Ltd | 0.00% | Add +7.7% | 14 | $0 |
"% of holder's portfolio" is WT's weight in each manager's 13F, not the share of Wisdomtree Inc. the manager owns.