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WisdomTree (WT) Institutional Ownership

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$10.65 +0.15 (+1.43%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for WisdomTree (NYSE:WT)

Current
Institutional Ownership
Percentage
78.64%
Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$140.42M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$107.42M
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WT Institutional Buying and Selling by Quarter

WisdomTree Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.708,842$7.08M0.0%+26.9%0.485%
11/27/2024 Franklin Resources Inc.87,839$888K0.0%N/A0.060%
11/25/2024 Tidal Investments LLC442,762$4.42M0.0%-6.0%0.303%
11/18/2024 Teachers Retirement System of The State of Kentucky249,249$2.49M0.0%+589.2%0.171%
11/16/2024 Geode Capital Management LLC2,914,051$29.12M0.0%+3.3%1.995%
11/15/2024 M&T Bank Corp106,578$1.06M0.0%-5.0%0.073%
11/15/2024 Barclays PLC268,668$2.68M0.0%+201.3%0.184%
11/15/2024 MML Investors Services LLC45,046$450K0.0%+16.9%0.031%
11/15/2024 Main Management ETF Advisors LLC77,600$775K0.0%N/A0.053%
11/15/2024 XTX Topco Ltd72,073$720K0.1%N/A0.049%
11/15/2024 iSAM Funds UK Ltd18,322$183K0.1%N/A0.013%
11/15/2024 Wellington Management Group LLP4,374,695$43.70M0.0%-25.8%2.994%
11/15/2024 State Street Corp5,678,905$56.73M0.0%+7.6%3.887%
11/15/2024 Stifel Financial Corp79,008$789K0.0%+145.5%0.054%
11/15/2024 Phase 2 Partners LLC632,513$6.32M3.7%-4.9%0.433%
11/15/2024 Point72 DIFC Ltd45,625$456K0.0%N/A0.031%
11/15/2024 Point72 Asset Management L.P.193,024$1.93M0.0%N/A0.132%
11/15/2024 Janus Henderson Group PLC2,026,237$20.24M0.0%-20.4%1.387%
11/15/2024 ArrowMark Colorado Holdings LLC7,059,712$70.53M0.9%-16.3%4.832%
11/15/2024 Benjamin Edwards Inc.30,755$307K0.0%+164.8%0.021%
11/15/2024 Azora Capital LP10,609,577$105.99M5.7%+12.1%7.262%
11/14/2024 Edgestream Partners L.P.78,172$781K0.0%N/A0.054%
11/14/2024 Verition Fund Management LLC42,552$425K0.0%+243.3%0.029%
11/14/2024 Crawford Fund Management LLC499,874$4.99M1.1%+34.0%0.342%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC412,079$4.12M0.0%-3.7%0.282%
11/14/2024 Public Sector Pension Investment Board252,568$2.52M0.0%+2.8%0.173%
11/14/2024 MetLife Investment Management LLC73,757$737K0.0%-8.4%0.050%
11/13/2024 BNP Paribas Financial Markets155,618$1.56M0.0%-95.8%0.107%
11/13/2024 Quantbot Technologies LP250,017$2.50M0.1%+586.0%0.171%
11/13/2024 FMR LLC2,859,073$28.56M0.0%+390.7%1.957%
11/13/2024 The Manufacturers Life Insurance Company69,508$694K0.0%-1.7%0.048%
11/13/2024 Horizon Kinetics Asset Management LLC206,302$2.06M0.0%-2.5%0.141%
11/13/2024 Dynamic Technology Lab Private Ltd115,289$1.15M0.1%+180.4%0.079%
11/12/2024 Charles Schwab Investment Management Inc.1,191,137$11.90M0.0%+6.5%0.784%
11/12/2024 Navellier & Associates Inc.13,670$137K0.0%-9.5%0.009%
11/12/2024 Massachusetts Financial Services Co. MA4,522,372$45.18M0.0%-2.7%2.978%
11/9/2024 Foundry Partners LLC13,850$138K0.0%+15.9%0.009%
11/9/2024 Intech Investment Management LLC34,505$345K0.0%N/A0.023%
11/7/2024 Quest Partners LLC37,688$377K0.0%N/A0.025%
11/6/2024 Sheaff Brock Investment Advisors LLC38,547$385K0.0%N/A0.025%
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11/6/2024 Oppenheimer & Co. Inc.33,500$335K0.0%+3.1%0.022%
11/5/2024 Victory Capital Management Inc.2,332,762$23.30M0.0%+21.3%1.536%
11/5/2024 Aigen Investment Management LP57,160$571K0.1%N/A0.038%
11/5/2024 GSA Capital Partners LLP33,307$333K0.0%N/A0.022%
11/4/2024 Versor Investments LP13,400$134K0.0%N/A0.009%
11/4/2024 Los Angeles Capital Management LLC32,761$327K0.0%+113.4%0.022%
10/31/2024 Kornitzer Capital Management Inc. KS917,830$9.17M0.2%+58.2%0.604%
10/31/2024 Principal Financial Group Inc.708,842$7.08M0.0%+26.9%0.467%
10/31/2024 Olympiad Research LP25,060$250K0.2%-21.3%0.017%
10/30/2024 Amalgamated Bank36,023$360K0.0%+2.8%0.024%
10/30/2024 Capital Management Corp VA22,200$222K0.0%-44.0%0.015%
10/29/2024 James Investment Research Inc.79,720$796K0.1%+63.0%0.053%
10/25/2024 New York State Teachers Retirement System213,205$2.13M0.0%-1.1%0.140%
10/24/2024 SRN Advisors LLC52,316$523K0.5%-38.8%0.034%
10/24/2024 State of Alaska Department of Revenue67,924$678K0.0%+3.6%0.045%
10/23/2024 Louisiana State Employees Retirement System57,500$574K0.0%+2.3%0.038%
10/23/2024 Impact Partnership Wealth LLC34,467$344K0.1%+3.3%0.023%
10/9/2024 JGP Wealth Management LLC11,828$118K0.0%N/A0.008%
10/9/2024 Tobam23,705$237K0.0%+29.5%0.016%
10/7/2024 GAMMA Investing LLC4,054$40K0.0%+76.8%0.003%
10/3/2024 Park Avenue Securities LLC10,520$105K0.0%N/A0.007%
10/3/2024 SG Americas Securities LLC38,198$382K0.0%-47.9%0.025%
8/29/2024 SRN Advisors LLC85,505$847K0.7%-27.2%0.056%
8/21/2024 Truist Financial Corp26,187$260K0.0%N/A0.017%
8/16/2024 Algert Global LLC12,218$121K0.0%N/A0.008%
8/15/2024Susquehanna Fundamental Investments LLC88,735$879K0.0%+593.4%0.058%
8/15/2024 Millennium Management LLC917,209$9.09M0.0%-13.0%0.604%
8/15/2024 AQR Capital Management LLC720,132$7.14M0.0%+51.6%0.474%
8/15/2024 Alpha DNA Investment Management LLC52,827$524K0.2%N/A0.035%
8/14/2024 Squarepoint Ops LLC25,318$251K0.0%-87.1%0.017%
8/14/2024 Marshall Wace LLP772,543$7.66M0.0%+82.3%0.509%
8/14/2024 Public Sector Pension Investment Board245,668$2.44M0.0%+7.2%0.162%
8/14/2024 ProShare Advisors LLC20,724$205K0.0%-23.9%0.014%
8/13/2024 Thrivent Financial for Lutherans92,675$918K0.0%-3.3%0.061%
8/13/2024 Sei Investments Co.179,634$1.78M0.0%N/A0.118%
8/13/2024 Benjamin Edwards Inc.11,616$115K0.0%N/A0.008%
8/13/2024 Public Employees Retirement Association of Colorado22,464$223K0.0%-23.1%0.015%
8/12/2024 Hsbc Holdings PLC47,546$467K0.0%+3.4%0.031%
8/12/2024 Mercer Global Advisors Inc. ADV14,137$140K0.0%N/A0.009%
8/9/2024 Renaissance Technologies LLC1,261,879$12.51M0.0%-19.2%0.831%
8/9/2024 Dimensional Fund Advisors LP4,131,925$40.95M0.0%-0.4%2.722%
8/9/2024 Massachusetts Financial Services Co. MA4,647,220$46.05M0.0%-6.0%3.061%
8/8/2024 American Century Companies Inc.231,482$2.29M0.0%+24.9%0.152%
8/7/2024 Headlands Technologies LLC2,696$27K0.0%N/A0.002%
8/7/2024 Levin Capital Strategies L.P.72,129$715K0.1%-20.7%0.048%
8/7/2024 Texas Permanent School Fund Corp88,079$873K0.0%-8.9%0.058%
8/6/2024 Acadian Asset Management LLC429,987$4.26M0.0%N/A0.283%
8/6/2024 Los Angeles Capital Management LLC15,351$152K0.0%N/A0.010%
8/6/2024 Wakefield Asset Management LLLP99,806$989K0.3%N/A0.066%
8/5/2024 Foundry Partners LLC11,950$118K0.0%N/A0.008%
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8/5/2024 Arizona State Retirement System34,009$337K0.0%+9.8%0.022%
8/5/2024 Victory Capital Management Inc.1,922,414$19.05M0.0%+92.5%1.266%
8/3/2024 Kornitzer Capital Management Inc. KS580,030$5.75M0.1%N/A0.382%
8/3/2024 Impact Partnership Wealth LLC33,359$331K0.1%+497.4%0.022%
7/31/2024Rothschild Investment LLC225,326$2.23M0.2%N/A0.148%
7/30/2024 Maryland State Retirement & Pension System38,923$386K0.0%-3.0%0.026%
7/29/2024 Principal Financial Group Inc.558,585$5.54M0.0%-3.6%0.368%
7/29/2024 Tobam18,308$181K0.0%N/A0.012%
7/26/2024 Bank of New York Mellon Corp3,042,815$30.15M0.0%+0.9%2.004%
7/24/2024 Louisiana State Employees Retirement System56,200$557K0.0%+2.7%0.037%
(Data available from 1/1/2016 forward)

WT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WT shares?

During the previous two years, 144 institutional investors and hedge funds held shares of WisdomTree. The most heavily invested institutionals were Vanguard Group Inc. ($133.31M), Azora Capital LP ($105.99M), ArrowMark Colorado Holdings LLC ($70.53M), State Street Corp ($56.73M), Massachusetts Financial Services Co. MA ($45.18M), Wellington Management Group LLP ($43.70M), and Dimensional Fund Advisors LP ($40.95M).Learn more on WT's institutional investors.

What percentage of WisdomTree stock is owned by institutional investors?

78.64% of WisdomTree stock is owned by institutional investors. Learn more on WT's institutional investor holdings.

Which institutional investors have been buying WisdomTree stock?

Of the 126 institutional investors that purchased WisdomTree stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($14.84M), Massachusetts Financial Services Co. MA ($4.97M), Wellington Management Group LLP ($3.90M), FMR LLC ($2.28M), Toroso Investments LLC ($1.57M), Azora Capital LP ($1.41M), and Victory Capital Management Inc. ($1.34M).

How much institutional buying is happening at WisdomTree?

Institutional investors have bought a total of 45,858,464 shares in the last 24 months. This purchase volume represents approximately $353.35M in transactions.

Which WisdomTree major shareholders have been selling company stock?

Of the 46 institutional investors that sold WisdomTree stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP Paribas Financial Markets ($3.59M), Tidal Investments LLC ($1.59M), Wellington Management Group LLP ($1.52M), ArrowMark Colorado Holdings LLC ($1.38M), Capital Management Corp VA ($598.76K), Janus Henderson Group PLC ($518.41K), and Massachusetts Financial Services Co. MA ($420.16K).

How much institutional selling is happening at WisdomTree?

Institutional investors have sold a total of 11,069,349 shares in the last 24 months. This volume of shares sold represents approximately $107.42M in transactions.



This page (NYSE:WT) was last updated on 12/21/2024 by MarketBeat.com Staff
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