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
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.