WisdomTree Investments Inc (WETF) Ownership

5.66 ↑0.00 (0.00%)

As of November 4, 2022, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of WisdomTree Investments Inc (WETF), owning a total of 18.3 million shares. Combined, the top 23 institutional holders of WETF own 66.58% of the company with a total of 97.6 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of WETF by 846 thousand shares. 13 institutions bought 4,307,273 total additional shares and increased their ownership by an average of 21.88%. However 8 institutions sold 3,461,362 total shares and decreased their ownership by an average of 14.26%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of WisdomTree Investments increased by a net total of 845,911 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.484%	0.292%	18,292,009	53,204	2022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	9.691%	-4.726%	14,199,193	-704,401	2022-09-30
Vanguard Group Inc	9.534%	1.272%	13,969,108	175,438	2022-09-30
Massachusetts Financial Services Company	5.969%	7.379%	8,745,516	600,966	2022-09-30
Azora Capital LP	4.871%	-11.188%	7,137,043	-899,050	2022-09-30
Lion Point Capital, LP	3.086%	0.000%	4,521,979	0	2022-09-30
State Street Corporation	2.808%	-2.940%	4,114,475	-124,619	2022-09-30
Bridgewater Associates Inc	2.556%	70.143%	3,745,448	1,544,098	2022-09-30
Dimensional Fund Advisors, Inc.	2.089%	2.590%	3,060,377	77,272	2022-09-30
Toroso Investments LLC	1.578%	-3.903%	2,312,157	-93,918	2022-09-30
Geode Capital Management, LLC	1.493%	1.367%	2,188,156	29,507	2022-09-30
Millennium Management LLC	1.409%	141.622%	2,064,270	1,209,931	2022-09-30
Morgan Stanley - Brokerage Accounts	1.088%	8.001%	1,593,318	118,036	2022-09-30
Charles Schwab Investment Management Inc	0.977%	4.091%	1,431,213	56,253	2022-09-30
Bank of New York Mellon Corp	0.961%	-33.673%	1,408,170	-714,910	2022-09-30
Capital Management Corp	0.953%	-29.437%	1,395,657	-582,237	2022-09-30
Northern Trust Corp	0.949%	-1.314%	1,390,730	-18,510	2022-09-30
Gillson Capital LP	0.869%	17.716%	1,273,419	191,643	2022-09-30
Schonfeld Strategic Advisors LLC	0.755%	10.424%	1,106,005	104,405	2022-09-30
Renaissance Technologies Corp	0.727%	0.339%	1,064,579	3,600	2022-09-30
Interval Partners, LLC	0.606%	19.178%	888,166	142,920	2022-09-30
Phase 2 Partners, LLC	0.601%	-26.881%	880,529	-323,717	2022-09-30
Jacobs Asset Management, LLC	0.529%	0.000%	775,000	0	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.484%	0.292%	18,292,009	53,204	2022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	9.691%	-4.726%	14,199,193	-704,401	2022-09-30
Vanguard Group Inc	9.534%	1.272%	13,969,108	175,438	2022-09-30
Massachusetts Financial Services Company	5.969%	7.379%	8,745,516	600,966	2022-09-30
Azora Capital LP	4.871%	-11.188%	7,137,043	-899,050	2022-09-30
Lion Point Capital, LP	3.086%	0.000%	4,521,979	0	2022-09-30
State Street Corporation	2.808%	-2.940%	4,114,475	-124,619	2022-09-30
Bridgewater Associates Inc	2.556%	70.143%	3,745,448	1,544,098	2022-09-30
Dimensional Fund Advisors, Inc.	2.089%	2.590%	3,060,377	77,272	2022-09-30
Toroso Investments LLC	1.578%	-3.903%	2,312,157	-93,918	2022-09-30
Geode Capital Management, LLC	1.493%	1.367%	2,188,156	29,507	2022-09-30
Millennium Management LLC	1.409%	141.622%	2,064,270	1,209,931	2022-09-30
Morgan Stanley - Brokerage Accounts	1.088%	8.001%	1,593,318	118,036	2022-09-30
Charles Schwab Investment Management Inc	0.977%	4.091%	1,431,213	56,253	2022-09-30
Bank of New York Mellon Corp	0.961%	-33.673%	1,408,170	-714,910	2022-09-30
Capital Management Corp	0.953%	-29.437%	1,395,657	-582,237	2022-09-30
Northern Trust Corp	0.949%	-1.314%	1,390,730	-18,510	2022-09-30
Gillson Capital LP	0.869%	17.716%	1,273,419	191,643	2022-09-30
Schonfeld Strategic Advisors LLC	0.755%	10.424%	1,106,005	104,405	2022-09-30
Renaissance Technologies Corp	0.727%	0.339%	1,064,579	3,600	2022-09-30
Interval Partners, LLC	0.606%	19.178%	888,166	142,920	2022-09-30
Phase 2 Partners, LLC	0.601%	-26.881%	880,529	-323,717	2022-09-30
Jacobs Asset Management, LLC	0.529%	0.000%	775,000	0	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of WisdomTree Investments Inc (WETF), owning a total of 7.4 million shares. Combined, the top 31 mutual fund holders of WETF own 40.50% of the company with a total of 60.9 million shares.

In the latest ownership report on May 31st 2024, the top 31 fund holders increased their combined ownership of WETF by 143 thousand shares. 4 funds bought 144,170 total additional shares and increased their ownership by an average of 1.43%. However 1 funds sold 955 total shares and decreased their ownership by an average of 0.04%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding WisdomTree Investments increased by a net total of 143,215 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.586%	2.203%	3,925,258	84,600	2024-05-31
Vanguard Small Cap Index	2.146%	0.236%	3,257,726	7,683	2024-05-31
MFS New Discovery I	2.064%	0.000%	3,133,637	0	2024-05-31
Invesco Small Cap Value A	1.697%	0.000%	2,575,900	0	2024-05-31
Vanguard Small Cap Value Index Inv	1.432%	-0.044%	2,173,530	-955	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	1.101%	3.063%	1,671,706	49,687	2024-05-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.649%	0.224%	984,763	2,200	2024-05-31
MFS VIT New Discovery Init	0.622%	0.000%	943,524	0	2024-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.589%	0.000%	894,314	0	2024-05-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	4.891%	-0.027%	7,426,044	-1,995	2024-05-30
Vanguard Explorer Inv	2.951%	-14.116%	4,480,104	-736,372	2024-03-31
Vanguard Total Stock Mkt Idx Inv	2.586%	2.203%	3,925,258	84,600	2024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.501%	0.032%	3,663,720	1,152	2022-09-30
Vanguard Small Cap Index	2.146%	0.236%	3,257,726	7,683	2024-05-31
iShares Russell 2000 ETF	2.074%	0.766%	3,148,636	23,936	2024-05-30
MFS New Discovery I	2.064%	0.000%	3,133,637	0	2024-05-31
Invesco Small Cap Value A	1.697%	0.000%	2,575,900	0	2024-05-31
Vanguard Small Cap Value Index Inv	1.432%	-0.044%	2,173,530	-955	2024-05-31
Janus Henderson Small Cap Value L	1.370%	0.000%	2,080,001	0	2024-04-30
Amplify Transformational Data Shrg ETF	1.367%	0.000%	2,002,303	0	2022-12-29
Meridian Growth Legacy	1.204%	-27.213%	1,827,437	-683,218	2024-03-31
MFS® VIT New Discovery Init	1.156%	0.000%	1,693,312	0	2022-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.101%	3.063%	1,671,706	49,687	2024-05-31
Vanguard Extended Market Index Investor	1.066%	-0.738%	1,561,642	-11,610	2022-11-30
Strategic Advisers® Small-Mid Cap	0.938%	-6.303%	1,373,794	-92,411	2022-09-30
Fidelity Small Cap Index	0.900%	-3.052%	1,366,694	-43,029	2024-03-31
Delaware Ivy Small Cap Growth C	0.803%	69.721%	1,219,518	500,973	2024-04-30
iShares Russell 2000 Growth ETF	0.773%	0.000%	1,173,413	0	2024-05-30
iShares S&P Small-Cap 600 Growth ETF	0.711%	-0.111%	1,079,366	-1,194	2024-05-30
Vanguard VIF Small Co Gr	0.693%	-15.827%	1,051,570	-197,728	2024-03-31
Fidelity® Small Cap Index	0.711%	0.000%	1,041,091	0	2022-09-30
Invesco S&P SmallCap Low Volatility ETF	0.684%	0.000%	1,002,369	0	2022-12-29
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.649%	0.224%	984,763	2,200	2024-05-31
MFS VIT New Discovery Init	0.622%	0.000%	943,524	0	2024-05-31
Vanguard Tax-Managed Small Cap Adm	0.626%	0.000%	917,779	0	2022-11-30
American Beacon Small Cp Val R5	0.590%	-1.705%	896,248	-15,545	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.589%	0.000%	894,314	0	2024-05-31
Meridian Small Cap Growth Legacy	0.553%	-43.735%	810,876	-630,302	2022-09-30
iShares S&P Small-Cap 600 Value ETF	0.541%	0.000%	793,324	0	2022-12-29
DFA US Small Cap I	0.514%	0.000%	753,501	0	2022-09-30