WisdomtreeWT
13F holders, Q3 2025 (September 30)269holders +22
49new positions
26sold out
8famous investors
$13.87avg. 13F price*
At the end of Q3 2025, 269 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, up 22 from Q2 2025. 49 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($249.4M), FMR LLC ($206.2M) and Vanguard Group Inc. ($202.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $114.1M |
| Exits | 26 | $30.6M |
All 13F filers, Q2 2025 → Q3 2025: 44,360,911 shares bought and 17,755,369 shares sold, net +26,605,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| BlackRock, Inc. | 0.00% | Add +4.7% | 17,939,185 | $249.4M |
| FMR LLC | 0.01% | Add +1262.8% | 14,834,162 | $206.2M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 14,552,814 | $202.3M |
| Wellington Management Group LLP | 0.02% | Add +236.5% | 9,674,630 | $134.5M |
| Azora Capital LP | 3.62% | Reduce -20.4% | 5,628,932 | $78.2M |
| State Street Corp. | 0.00% | Add +0.5% | 5,315,183 | $73.9M |
| Simcoe Capital Management, LLC | 9.51% | Reduce -4.2% | 4,718,325 | $65.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.9% | 3,580,343 | $49.8M |
| Invesco Ltd. | 0.01% | Add +6.5% | 3,521,239 | $48.9M |
| ArrowMark Colorado Holdings LLC | 0.85% | Reduce -24.2% | 3,292,145 | $45.8M |
| Morgan Stanley | 0.00% | Add +38.0% | 3,275,817 | $45.5M |
| Macquarie Group Ltd. | 0.05% | Add +100.4% | 3,508,863 | $44.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.3% | 2,769,736 | $38.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -28.3% | 2,565,704 | $35.7M |
| Millennium Management | 0.03% | Reduce -55.3% | 2,511,467 | $34.9M |
| D. E. Shaw & Co. | 0.03% | Add +300.6% | 2,392,924 | $33.3M |
| Select Equity Group, L.P. | 0.14% | New | 2,311,611 | $32.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -20.6% | 2,194,186 | $30.5M |
| American Century Companies Inc. | 0.01% | Add +123.4% | 1,968,507 | $27.4M |
| Nuveen, LLC | 0.01% | Add +1.6% | 1,744,170 | $24.2M |
| Capitolis Liquid Global Markets LLC | 0.19% | New | 1,735,600 | $24.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +463.8% | 1,697,707 | $23.6M |
| Two Sigma Investments, LP | 0.04% | Add +31.9% | 1,624,237 | $22.6M |
| Two Sigma Advisers, LP | 0.04% | Add +15.0% | 1,588,400 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +57.1% | 1,565,876 | $21.8M |
| Tidal Investments LLC | 0.09% | Add +15.2% | 1,565,686 | $21.8M |
| Voloridge Investment Management, LLC | 0.07% | Add +61.9% | 1,525,539 | $21.2M |
| Loomis Sayles & Co. L P | 0.02% | New | 1,401,694 | $19.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 1,352,335 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.9% | 1,285,096 | $17.9M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 1,266,306 | $17.6M |
| Cubist Systematic Strategies, LLC | 0.23% | Add +187.5% | 1,165,220 | $16.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -53.1% | 1,084,298 | $15.1M |
| Kornitzer Capital Management Inc. | 0.27% | No change | 970,830 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 968,225 | $13.5M |
| Driehaus Capital Management LLC | 0.09% | New | 906,289 | $12.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +653.3% | 891,710 | $12.4M |
| Principal Financial Group Inc. | 0.01% | Add +48.6% | 854,509 | $11.9M |
| Citadel Advisors | 0.01% | Add +8.1% | 799,210 | $11.1M |
| Schonfeld Strategic Advisors LLC | 0.08% | Add +206.2% | 773,958 | $10.8M |
| Crawford Fund Management, LLC | 5.21% | Add +20.9% | 693,174 | $9.6M |
| Tudor Investment Corporation | 0.06% | Add +18.7% | 591,244 | $8.2M |
| Renaissance Technologies | 0.01% | Reduce -20.2% | 553,602 | $7.7M |
| Nordea Investment Management AB | 0.01% | Add +27.4% | 524,014 | $7.3M |
| Voya Investment Management LLC | 0.01% | Add +5.7% | 522,269 | $7.3M |
| First Trust Advisors LP | 0.01% | Add +58.5% | 514,688 | $7.2M |
| CSM Advisors, LLC | 0.20% | Reduce -3.5% | 505,532 | $7.0M |
| AQR Capital Management | 0.00% | Add +3.8% | 500,703 | $7.0M |
| Public Sector Pension Investment Board | 0.02% | Add +18.8% | 469,086 | $6.5M |
| ExodusPoint Capital Management, LP | 0.09% | Reduce -43.8% | 457,224 | $6.4M |
| Bank of America Corp. | 0.00% | Add +19.9% | 451,440 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.6% | 432,885 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +38.1% | 421,523 | $5.9M |
| Informed Momentum Co LLC | 0.67% | New | 427,571 | $5.8M |
| Man Group plc | 0.01% | Add +121.2% | 416,345 | $5.8M |
| Credit Agricole S A | 0.02% | — | 390,723 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 372,986 | $5.2M |
| Interval Partners, LP | 0.11% | Reduce -38.7% | 363,717 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.8% | 358,735 | $5.0M |
| Engineers Gate Manager LP | 0.06% | Add +246.4% | 356,755 | $5.0M |
| HRT Financial LP | 0.02% | Add +95.9% | 349,624 | $4.9M |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 334,155 | $4.6M |
| Verition Fund Management LLC | 0.03% | Reduce -55.0% | 329,342 | $4.6M |
| Legal & General Group Plc | 0.00% | Add +0.5% | 322,012 | $4.5M |
| Schroder Investment Management Group | 0.00% | New | 316,992 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +63.7% | 294,014 | $4.1M |
| Deutsche Bank AG | 0.00% | Add +0.8% | 279,094 | $3.9M |
| Capital Management Corp. | 0.59% | Reduce -17.2% | 270,035 | $3.8M |
| Rothschild Investment LLC | 0.21% | Add +0.1% | 269,404 | $3.7M |
| Swiss National Bank | 0.00% | Add +1.5% | 242,300 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +919.7% | 239,780 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +8.2% | 232,278 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.3% | 232,266 | $3.2M |
| Sei Investments Co. | 0.00% | Add +145.3% | 228,253 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -7.7% | 226,747 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +41.4% | 222,577 | $3.1M |
| Horizon Kinetics Asset Management LLC | 0.03% | Add +1.1% | 201,038 | $2.8M |
| Maltese Capital Management LLC | 0.43% | Reduce -36.5% | 200,000 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Add +1.2% | 196,494 | $2.7M |
| Barclays PLC | 0.00% | Reduce -31.6% | 191,649 | $2.7M |
| Quantbot Technologies LP | 0.07% | Add +86.2% | 191,047 | $2.7M |
| AlphaQuest LLC | 0.17% | Add +372.8% | 188,381 | $2.6M |
| Citigroup Inc. | 0.00% | Add +43.4% | 175,955 | $2.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +14.2% | 175,096 | $2.4M |
| Point72 Asset Management | 0.01% | New | 174,530 | $2.4M |
| Aquatic Capital Management LLC | 0.04% | Add +43.9% | 174,043 | $2.4M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Add +7.4% | 168,686 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +2.9% | 168,679 | $2.3M |
| Marshall Wace, LLP | 0.00% | Reduce -86.7% | 160,689 | $2.2M |
| Los Angeles Capital Management LLC | 0.01% | No change | 151,727 | $2.1M |
| UBS Group AG | 0.00% | Reduce -73.6% | 150,184 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 147,530 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +9.3% | 141,259 | $2.0M |
| Brevan Howard Capital Management LP | 0.03% | Add +28.2% | 135,439 | $1.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +311.4% | 133,700 | $1.9M |
| Creative Planning | 0.00% | Add +10.2% | 130,696 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +45.9% | 130,555 | $1.8M |
| Level Four Advisory Services, LLC | 0.06% | Add +3.3% | 128,924 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -91.5% | 121,548 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +7.9% | 116,763 | $1.6M |
| Fisher Asset Management | 0.00% | Reduce -0.0% | 111,632 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.1% | 110,706 | $1.5M |
| Globeflex Capital L P | 0.22% | Reduce -15.3% | 102,230 | $1.4M |
| LPL Financial LLC | 0.00% | Add +30.4% | 97,728 | $1.4M |
| Jump Financial, LLC | 0.02% | New | 97,600 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +10.3% | 94,852 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +8.8% | 93,839 | $1.3M |
| Jupiter Asset Management Ltd. | 0.01% | New | 89,783 | $1.2M |
| Heartland Advisors Inc. | 0.07% | Add +28.4% | 89,400 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +1.8% | 88,663 | $1.2M |
| Entropy Technologies, LP | 0.09% | Add +537.2% | 86,662 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -17.9% | 85,032 | $1.2M |
| Tobam | 0.42% | Add +34.9% | 83,808 | $1.2M |
| Integrated Quantitative Investments LLC | 0.32% | New | 80,180 | $1.1M |
| DRW Securities, LLC | 0.05% | New | 73,381 | $1.0M |
| Caxton Associates LLP | 0.03% | New | 72,001 | $1.0M |
| Portolan Capital Management, LLC | 0.05% | Reduce -89.6% | 70,782 | $984K |
| MetLife Investment Management, LLC | 0.00% | Reduce -5.2% | 70,574 | $981K |
| North Star Investment Management Corp. | 0.06% | No change | 69,313 | $963K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 66,541 | $925K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.8% | 66,332 | $921K |
| Capital Fund Management S.A. | 0.01% | New | 66,111 | $919K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 63,973 | $889K |
| James Investment Research, Inc. | 0.10% | Add +18.5% | 63,971 | $889K |
| SummitTX Capital, L.P. | 0.04% | Reduce -24.2% | 62,796 | $873K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.5% | 62,429 | $868K |
| Illinois Municipal Retirement Fund | 0.01% | Add +5.3% | 60,518 | $841K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 59,854 | $832K |
| Benjamin Edwards Inc. | 0.01% | Add +15.3% | 59,767 | $831K |
| Jane Street Group, LLC | 0.00% | Reduce -76.9% | 57,613 | $801K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.6% | 55,655 | $774K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.2% | 55,300 | $769K |
| SG Americas Securities, LLC | 0.00% | New | 50,882 | $707K |
| Park Avenue Securities LLC | 0.01% | Add +23.2% | 49,112 | $683K |
| Militia Capital Partners, LP | 0.31% | No change | 47,600 | $662K |
| Intech Investment Management LLC | 0.01% | Reduce -2.2% | 46,830 | $651K |
| Moran Wealth Management, LLC | 0.02% | New | 46,127 | $641K |
| State of Wyoming | 0.07% | Add +153.5% | 44,365 | $617K |
| Graham Capital Management, L.P. | 0.03% | Reduce -35.0% | 43,301 | $602K |
| New York State Common Retirement Fund | 0.00% | Add +29.9% | 38,264 | $532K |
| Numerai GP LLC | 0.07% | New | 37,288 | $518K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 36,982 | $514K |
| Yousif Capital Management, LLC | 0.01% | Reduce -14.8% | 36,780 | $511K |
| Alberta Investment Management Corp | 0.00% | No change | 34,634 | $481K |
| Amalgamated Bank | 0.00% | Add +0.5% | 34,045 | $473K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +21.9% | 33,308 | $463K |
| Comerica Bank | 0.00% | Reduce -16.1% | 33,148 | $461K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +81.6% | 31,984 | $433K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +2.9% | 30,624 | $426K |
| Inceptionr LLC | 0.10% | New | 30,026 | $417K |
| Occudo Quantitative Strategies LP | 0.05% | New | 29,888 | $415K |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.8% | 29,467 | $410K |
| Jefferies Financial Group Inc. | 0.00% | New | 28,812 | $400K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +25.1% | 28,708 | $399K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -0.1% | 28,677 | $399K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 27,472 | $382K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +3.4% | 27,056 | $376K |
| Quantinno Capital Management LP | 0.00% | Add +36.4% | 26,216 | $364K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 26,038 | $362K |
| Versor Investments LP | 0.07% | New | 26,000 | $361K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -15.7% | 24,800 | $345K |
| R Squared Ltd | 0.15% | New | 24,794 | $345K |
| Gator Capital Management, LLC | 0.09% | No change | 24,074 | $335K |
| Two Sigma Securities, LLC | 0.05% | New | 23,861 | $332K |
| Amundi | 0.00% | Reduce -5.8% | 23,274 | $323K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -13.1% | 23,112 | $321K |
| Pathstone Holdings, LLC | 0.00% | Add +3.6% | 23,031 | $320K |
| ProShare Advisors LLC | 0.00% | Reduce -15.4% | 22,673 | $315K |
| Principal Securities, Inc. | 0.01% | Add +15.8% | 22,619 | $314K |
| Praxis Investment Management Inc. | 0.02% | No change | 21,350 | $297K |
| JGP Wealth Management, LLC | 0.03% | Add +85.8% | 21,980 | $293K |
| Ieq Capital, LLC | 0.00% | Reduce -40.4% | 20,854 | $290K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.3% | 20,839 | $290K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,529 | $285K |
| Russell Investments Group, Ltd. | 0.00% | Add +180.5% | 19,827 | $276K |
| Kestra Advisory Services, LLC | 0.00% | Add +39.8% | 19,243 | $267K |
| Mercer Global Advisors Inc. | 0.00% | New | 19,202 | $267K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.9% | 18,308 | $254K |
| Impact Partnership Wealth, LLC | 0.04% | Add +29.6% | 17,539 | $244K |
| Personal Cfo Solutions, LLC | 0.04% | Add +30.1% | 17,464 | $243K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -49.2% | 17,287 | $240K |
| Oxford Asset Management LLP | 0.08% | New | 17,255 | $240K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.8% | 16,325 | $227K |
| Stonebridge Wealth Management, LLC | 0.20% | No change | 16,140 | $224K |
| Advyzon Investment Management, LLC | 0.04% | New | 15,471 | $215K |
| SMH Capital Advisors Inc. | 0.44% | Add +5.9% | 17,885 | $214K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.3% | 15,331 | $213K |
| Abich Financial Wealth Management LLC | 0.07% | — | 13,976 | $194K |
| Navellier & Associates Inc. | 0.02% | Reduce -1.7% | 13,825 | $192K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -9.5% | 13,470 | $187K |
| Mariner, LLC | 0.00% | Reduce -20.0% | 13,227 | $184K |
| Wolverine Trading, LLC | 0.00% | Add +24.8% | 13,223 | $184K |
| Cwm, LLC | 0.00% | Add +4.5% | 12,988 | $181K |
| Bank of Montreal | 0.00% | Reduce -42.9% | 13,009 | $181K |
| SCS Capital Management LLC | 0.00% | No change | 13,000 | $181K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,831 | $178K |
| Franklin Resources Inc. | 0.00% | New | 12,576 | $175K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +9.6% | 12,220 | $170K |
| Cooper Financial Group | 0.02% | Add +0.6% | 12,050 | $167K |
| Austin Private Wealth, LLC | 0.01% | Add +4.9% | 11,798 | $164K |
| Horizon Investment Services, LLC | 0.06% | New | 11,455 | $159K |
| Wedbush Securities Inc. | 0.01% | New | 11,350 | $158K |
| Seizert Capital Partners, LLC | 0.01% | New | 11,211 | $156K |
| Sowell Financial Services LLC | 0.01% | Add +4.1% | 10,838 | $151K |
| &partners | 0.00% | Reduce -13.9% | 10,834 | $151K |
| Corton Capital Inc. | 0.36% | New | 10,554 | $147K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -18.2% | 10,056 | $140K |
| LSV Asset Management | 0.00% | New | 8,900 | $124K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,714 | $118K |
| Versant Capital Management, Inc | 0.01% | No change | 5,570 | $77K |
| KBC Group NV | 0.00% | No change | 4,511 | $63K |
| GAMMA Investing LLC | 0.00% | Add +2.2% | 4,475 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.7% | 3,802 | $53K |
| Federated Hermes, Inc. | 0.00% | Add +105.7% | 3,011 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.6% | 2,683 | $37K |
| Neo Ivy Capital Management | 0.01% | New | 2,642 | $37K |
| Walleye Capital LLC | 0.00% | Reduce -86.7% | 2,629 | $37K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,565 | $36K |
| First Horizon Corp. | 0.00% | — | 2,267 | $32K |
| Quarry LP | 0.01% | Add +1679.0% | 2,206 | $31K |
| Arax Advisory Partners | 0.00% | Reduce -45.7% | 2,032 | $28K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -21.7% | 1,800 | $25K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,725 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Add +29.1% | 1,706 | $24K |
| Whittier Trust Co. | 0.00% | No change | 1,631 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Add +346.9% | 1,591 | $22K |
| Salomon & Ludwin, LLC | 0.00% | New | 1,458 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1,392 | $19K |
| Manchester Capital Management LLC | 0.00% | No change | 1,351 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.8% | 1,314 | $18K |
| US Bancorp \de | 0.00% | New | 1,214 | $17K |
| Jones Financial Companies LLLP | 0.00% | Add +1491.2% | 1,082 | $15K |
| ORG Partners LLC | 0.00% | No change | 1,000 | $14K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 933 | $13K |
| Bessemer Group Inc. | 0.00% | Add +99.6% | 906 | $12K |
| UMB Bank, n.a. | 0.00% | Add +17.6% | 843 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 831 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.4% | 804 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | New | 672 | $9K |
| Quadrant Capital Group LLC | 0.00% | New | 643 | $9K |
| Adirondack Trust Co. | 0.00% | No change | 600 | $8K |
| Allworth Financial LP | 0.00% | Add +22.0% | 533 | $7K |
| HM Payson & Co. | 0.00% | No change | 500 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 420 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 400 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 398 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 393 | $5K |
| Caitlin John, LLC | 0.00% | New | 375 | $5K |
| Fifth Third Bancorp | 0.00% | Add +66.8% | 352 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +0.3% | 292 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 251 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 241 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +23.2% | 202 | $3K |
| IFP Advisors, Inc | 0.00% | Add +5.3% | 178 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.5% | 175 | $2K |
| MAI Capital Management | 0.00% | Reduce -35.2% | 153 | $2K |
| Huntington National Bank | 0.00% | No change | 145 | $2K |
| Picton Mahoney Asset Management | 0.00% | No change | 120 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 114 | $2K |
| Essential Partners LLC | 0.00% | Add +85.5% | 102 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 90 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 84 | $1K |
| Covestor Ltd | 0.00% | Reduce -28.9% | 96 | $1K |
| National Bank of Canada | 0.00% | Add +15.1% | 61 | $847 |
| True Wealth Design, LLC | 0.00% | No change | 54 | $751 |
| TD Private Client Wealth LLC | 0.00% | New | 46 | $639 |
| Optiver Holding B.V. | 0.00% | New | 37 | $514 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 27 | $375 |
| Abound Wealth Management | 0.00% | No change | 18 | $251 |
"% of holder's portfolio" is WT's weight in each manager's 13F, not the share of Wisdomtree Inc. the manager owns.