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WisdomTree (WT) Institutional Ownership

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$9.80 -0.03 (-0.25%)
Closing price 01/31/2025 03:59 PM Eastern
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$9.70 -0.10 (-0.97%)
As of 01/31/2025 06:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree (NYSE:WT)

Current
Institutional Ownership
Percentage
78.64%
Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$138.82M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$110.61M
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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
1/31/2025New York State Common Retirement Fund161,193$1.69M0.0%+3.1%0.110%
1/31/2025Truist Financial Corp73,579$773K0.0%+142.9%0.050%
1/31/2025Principal Financial Group Inc.728,345$7.65M0.0%+2.8%0.499%
1/30/2025 James Investment Research Inc.86,446$908K0.1%+8.4%0.059%
1/30/2025 Sheaff Brock Investment Advisors LLC41,753$438K0.0%+8.3%0.029%
1/30/2025 Principal Securities Inc.12,858$135K0.0%+146.1%0.009%
1/30/2025 Rhumbline Advisers365,563$3.84M0.0%-2.0%0.250%
1/29/2025 Legato Capital Management LLC108,847$1.14M0.1%+8.0%0.075%
1/29/2025 Louisiana State Employees Retirement System55,300$581K0.0%-3.8%0.038%
1/29/2025 Stonebridge Financial Group LLC5,713$60K0.0%N/A0.004%
1/28/2025 Entropy Technologies LP42,198$443K0.0%N/A0.029%
1/28/2025 Tobam38,178$401K0.1%+61.1%0.026%
1/27/2025 State of Alaska Department of Revenue65,034$682K0.0%-4.3%0.045%
1/27/2025 Caitlin John LLC176,052$1.85M1.2%+2.9%0.121%
1/27/2025 Yousif Capital Management LLC43,745$459K0.0%-2.9%0.030%
1/24/2025 Caas Capital Management LP129,184$1.36M0.2%+73.8%0.088%
1/22/2025 KBC Group NV7,792$82K0.0%+48.4%0.005%
1/21/2025 Toth Financial Advisory Corp26,500$278K0.0%N/A0.018%
1/21/2025 Impact Partnership Wealth LLC41,084$431K0.1%+19.2%0.028%
1/17/2025 SG Americas Securities LLC66,552$699K0.0%+74.2%0.046%
1/14/2025 Park Avenue Securities LLC29,015$305K0.0%+175.8%0.020%
1/13/2025 Cooper Financial Group10,581$111K0.0%N/A0.007%
1/6/2025 Nordea Investment Management AB391,208$4.10M0.0%+2.6%0.268%
12/26/2024JPMorgan Chase & Co.342,104$3.42M0.0%-48.2%0.234%
12/19/2024Principal Financial Group Inc.708,842$7.08M0.0%+26.9%0.485%
11/27/2024Franklin Resources Inc.87,839$888K0.0%N/A0.060%
11/25/2024Tidal Investments LLC442,762$4.42M0.0%-6.0%0.303%
11/18/2024Teachers Retirement System of The State of Kentucky249,249$2.49M0.0%+589.2%0.171%
11/16/2024Geode Capital Management LLC2,914,051$29.12M0.0%+3.3%1.995%
11/15/2024M&T Bank Corp106,578$1.06M0.0%-5.0%0.073%
11/15/2024Barclays PLC268,668$2.68M0.0%+201.3%0.184%
11/15/2024MML Investors Services LLC45,046$450K0.0%+16.9%0.031%
11/15/2024Main Management ETF Advisors LLC77,600$775K0.0%N/A0.053%
11/15/2024XTX Topco Ltd72,073$720K0.1%N/A0.049%
11/15/2024iSAM Funds UK Ltd18,322$183K0.1%N/A0.013%
11/15/2024Wellington Management Group LLP4,374,695$43.70M0.0%-25.8%2.994%
11/15/2024State Street Corp5,678,905$56.73M0.0%+7.6%3.887%
11/15/2024Stifel Financial Corp79,008$789K0.0%+145.5%0.054%
11/15/2024Phase 2 Partners LLC632,513$6.32M3.7%-4.9%0.433%
11/15/2024Point72 DIFC Ltd45,625$456K0.0%N/A0.031%
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11/15/2024Point72 Asset Management L.P.193,024$1.93M0.0%N/A0.132%
11/15/2024Janus Henderson Group PLC2,026,237$20.24M0.0%-20.4%1.387%
11/15/2024ArrowMark Colorado Holdings LLC7,059,712$70.53M0.9%-16.3%4.832%
11/15/2024Benjamin Edwards Inc.30,755$307K0.0%+164.8%0.021%
11/15/2024Azora Capital LP10,609,577$105.99M5.7%+12.1%7.262%
11/14/2024Edgestream Partners L.P.78,172$781K0.0%N/A0.054%
11/14/2024Verition Fund Management LLC42,552$425K0.0%+243.3%0.029%
11/14/2024Crawford Fund Management LLC499,874$4.99M1.1%+34.0%0.342%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC412,079$4.12M0.0%-3.7%0.282%
11/14/2024Public Sector Pension Investment Board252,568$2.52M0.0%+2.8%0.173%
11/14/2024MetLife Investment Management LLC73,757$737K0.0%-8.4%0.050%
11/13/2024BNP Paribas Financial Markets155,618$1.56M0.0%-95.8%0.107%
11/13/2024Quantbot Technologies LP250,017$2.50M0.1%+586.0%0.171%
11/13/2024FMR LLC2,859,073$28.56M0.0%+390.7%1.957%
11/13/2024The Manufacturers Life Insurance Company69,508$694K0.0%-1.7%0.048%
11/13/2024Horizon Kinetics Asset Management LLC206,302$2.06M0.0%-2.5%0.141%
11/13/2024Dynamic Technology Lab Private Ltd115,289$1.15M0.1%+180.4%0.079%
11/12/2024Charles Schwab Investment Management Inc.1,191,137$11.90M0.0%+6.5%0.784%
11/12/2024Navellier & Associates Inc.13,670$137K0.0%-9.5%0.009%
11/12/2024Massachusetts Financial Services Co. MA4,522,372$45.18M0.0%-2.7%2.978%
11/9/2024Foundry Partners LLC13,850$138K0.0%+15.9%0.009%
11/9/2024Intech Investment Management LLC34,505$345K0.0%N/A0.023%
11/7/2024Quest Partners LLC37,688$377K0.0%N/A0.025%
11/6/2024 Sheaff Brock Investment Advisors LLC38,547$385K0.0%N/A0.025%
11/6/2024Oppenheimer & Co. Inc.33,500$335K0.0%+3.1%0.022%
11/5/2024Victory Capital Management Inc.2,332,762$23.30M0.0%+21.3%1.536%
11/5/2024Aigen Investment Management LP57,160$571K0.1%N/A0.038%
11/5/2024GSA Capital Partners LLP33,307$333K0.0%N/A0.022%
11/4/2024Versor Investments LP13,400$134K0.0%N/A0.009%
11/4/2024Los Angeles Capital Management LLC32,761$327K0.0%+113.4%0.022%
10/31/2024Kornitzer Capital Management Inc. KS917,830$9.17M0.2%+58.2%0.604%
10/31/2024Principal Financial Group Inc.708,842$7.08M0.0%+26.9%0.467%
10/31/2024Olympiad Research LP25,060$250K0.2%-21.3%0.017%
10/30/2024Amalgamated Bank36,023$360K0.0%+2.8%0.024%
10/30/2024Capital 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%
10/24/2024SRN 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%
8/29/2024SRN Advisors LLC85,505$847K0.7%-27.2%0.056%
8/21/2024Truist Financial Corp26,187$260K0.0%N/A0.017%
8/16/2024Algert Global LLC12,218$121K0.0%N/A0.008%
8/15/2024Susquehanna Fundamental Investments LLC88,735$879K0.0%+593.4%0.058%
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8/15/2024Millennium Management LLC917,209$9.09M0.0%-13.0%0.604%
8/15/2024AQR Capital Management LLC720,132$7.14M0.0%+51.6%0.474%
8/15/2024Alpha DNA Investment Management LLC52,827$524K0.2%N/A0.035%
8/14/2024Squarepoint Ops LLC25,318$251K0.0%-87.1%0.017%
8/14/2024Marshall Wace LLP772,543$7.66M0.0%+82.3%0.509%
8/14/2024Public Sector Pension Investment Board245,668$2.44M0.0%+7.2%0.162%
8/14/2024ProShare Advisors LLC20,724$205K0.0%-23.9%0.014%
8/13/2024Thrivent Financial for Lutherans92,675$918K0.0%-3.3%0.061%
8/13/2024Sei Investments Co.179,634$1.78M0.0%N/A0.118%
8/13/2024Benjamin Edwards Inc.11,616$115K0.0%N/A0.008%
(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, 152 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 133 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 46,176,851 shares in the last 24 months. This purchase volume represents approximately $356.69M in transactions.

Which WisdomTree major shareholders have been selling company stock?

Of the 49 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 11,401,256 shares in the last 24 months. This volume of shares sold represents approximately $110.74M in transactions.



This page (NYSE:WT) was last updated on 2/1/2025 by MarketBeat.com Staff
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