Institutional Ownership Wisdom Tree Investments, Inc. (WETF)
This table provides information about the institutional ownership of Wisdom Tree Investments, Inc. (WETF). We have compiled data on the 287 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
533
shares
|
$2,910
0.0% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
500
shares
|
$2,730
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
420
shares
|
$2,293
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
400
shares
|
$2,184
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
398
shares
|
$2,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
393
shares
|
$2,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
375
shares
|
$2,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
352
shares
|
$1,921
0.0% of portfolio
|
Q3 2025
Added 66.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
292
shares
|
$1,594
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
251
shares
|
$1,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
241
shares
|
$1,315
0.0% of portfolio
|
Q2 2025
Added 1047.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
202
shares
|
$1,102
0.0% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
178
shares
|
$971
0.0% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
175
shares
|
$955
0.0% of portfolio
|
Q3 2025
Reduced 25.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
153
shares
|
$835
0.0% of portfolio
|
Q3 2025
Reduced 23.88%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
145
shares
|
$791
0.0% of portfolio
|
Q2 2025
Reduced 19.89%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
120
shares
|
$655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
114
shares
|
$622
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
96
shares
|
$524
0.0% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
90
shares
|
$491
0.0% of portfolio
|
Q4 2022
Added 21.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
84
shares
|
$458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
61
shares
|
$333
0.0% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
54
shares
|
$294
0.0% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
46
shares
|
$251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
37
shares
|
$202
0.0% of portfolio
|
Q3 2025
New holding
|
|