WisdomTree Inc. (WT) Ownership

8.76 ↓0.09 (-1.02%)
As of April 25, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of WisdomTree Inc. (WT), owning a total of 18.3 million shares. Combined, the top 31 institutional holders of WT own 72.88% of the company with a total of 109.5 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of WT by 4.6 million shares. 14 institutions bought 6,133,171 total additional shares and increased their ownership by an average of 71.03%. However 7 institutions sold 1,538,976 total shares and decreased their ownership by an average of 4.28%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of WisdomTree increased by a net total of 4,594,195 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.197%1.100%18,335,140199,4092023-12-31
Vanguard Group Inc9.715%-1.618%14,603,944-240,0952023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne8.977%-5.562%13,495,079-794,7602023-12-31
Azora Capital LP5.184%3.565%7,793,321268,2772023-12-31
State Street Corporation3.319%-1.946%4,988,915-99,0052023-12-31
Massachusetts Financial Services Company3.304%0.084%4,966,5514,1622023-12-31
Dimensional Fund Advisors, Inc.2.660%7.939%3,998,260294,0602023-12-31
Wellington Management Company LLP2.593%3.764%3,897,242141,3542023-12-31
Bank of New York Mellon Corp2.070%-6.349%3,111,714-210,9622023-12-31
Geode Capital Management, LLC1.742%4.286%2,618,272107,5972023-12-31
HHG PLC1.726%23.312%2,594,377490,4682023-12-31
Tidal Investments LLC.1.368%30.637%2,057,023482,4112023-12-31
Toroso Investments LLC1.355%30.637%2,057,023482,4112023-12-31
Renaissance Technologies Corp1.274%68.358%1,915,879777,9002023-12-31
Morgan Stanley - Brokerage Accounts1.227%27.389%1,844,264396,5212023-12-31
Two Sigma Investments LLC1.039%271.864%1,561,7091,141,7412023-12-31
Northern Trust Corp0.986%-0.294%1,482,378-4,3762023-12-31
Two Sigma Advisers, LLC0.805%481.316%1,210,3001,002,1002023-12-31
Capital Management Corp0.801%40.134%1,203,777344,7602023-12-31
Bridgewater Associates Inc0.774%-13.696%1,164,196-184,7562023-12-31
Charles Schwab Investment Management Inc0.671%-0.496%1,008,036-5,0222023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.197%1.100%18,335,140199,4092023-12-31
Vanguard Group Inc9.715%-1.618%14,603,944-240,0952023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne8.977%-5.562%13,495,079-794,7602023-12-31
Azora Capital LP5.184%3.565%7,793,321268,2772023-12-31
State Street Corporation3.319%-1.946%4,988,915-99,0052023-12-31
Massachusetts Financial Services Company3.304%0.084%4,966,5514,1622023-12-31
Lion Point Capital, LP3.030%0.000%4,521,97902022-12-31
Dimensional Fund Advisors, Inc.2.660%7.939%3,998,260294,0602023-12-31
Wellington Management Company LLP2.593%3.764%3,897,242141,3542023-12-31
Bank of New York Mellon Corp2.070%-6.349%3,111,714-210,9622023-12-31
Geode Capital Management, LLC1.742%4.286%2,618,272107,5972023-12-31
HHG PLC1.726%23.312%2,594,377490,4682023-12-31
Tidal Investments LLC.1.368%30.637%2,057,023482,4112023-12-31
Toroso Investments LLC1.355%30.637%2,057,023482,4112023-12-31
Renaissance Technologies Corp1.274%68.358%1,915,879777,9002023-12-31
Millennium Management LLC1.232%-10.613%1,852,170-219,9052023-06-30
Morgan Stanley - Brokerage Accounts1.227%27.389%1,844,264396,5212023-12-31
Two Sigma Investments LLC1.039%271.864%1,561,7091,141,7412023-12-31
Northern Trust Corp0.986%-0.294%1,482,378-4,3762023-12-31
Two Sigma Advisers, LLC0.805%481.316%1,210,3001,002,1002023-12-31
Capital Management Corp0.801%40.134%1,203,777344,7602023-12-31
Bridgewater Associates Inc0.774%-13.696%1,164,196-184,7562023-12-31
Gillson Capital LP0.739%-9.214%1,110,959-112,7512023-06-30
Point72 Asset Management, L.P.0.692%0.000%1,040,9901,040,9902023-06-30
Charles Schwab Investment Management Inc0.671%-0.496%1,008,036-5,0222023-12-31
Amvescap Plc.0.661%11.691%994,254104,0742023-09-30
Phase 2 Partners, LLC0.602%-30.979%905,176-406,2732023-09-30
Interval Partners, LLC0.595%19.178%888,166142,9202022-09-30
Balyasny Asset Management LLC0.533%802.779%801,758712,9482023-03-31
Schonfeld Strategic Advisors LLC0.510%-31.211%760,805-345,2002022-12-31
Jacobs Asset Management, LLC0.503%-3.226%750,000-25,0002023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of WisdomTree Inc. (WT), owning a total of 7.5 million shares. Combined, the top 29 mutual fund holders of WT own 39.78% of the company with a total of 59.8 million shares.

In the latest ownership report on March 28th 2024, the top 29 fund holders increased their combined ownership of WT by 12 thousand shares. 3 funds bought 13,304 total additional shares and increased their ownership by an average of 0.10%. However 1 funds sold 1,395 total shares and decreased their ownership by an average of 0.12%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding WisdomTree increased by a net total of 11,909 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF4.976%0.143%7,481,00310,6722024-03-28
iShares Russell 2000 ETF2.251%0.048%3,384,1881,6322024-03-28
iShares Russell 2000 Growth ETF0.798%-0.116%1,199,420-1,3952024-03-28
iShares S&P Small-Cap 600 Growth ETF0.718%0.000%1,079,36602024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF0.658%0.101%988,5691,0002024-03-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF4.976%0.143%7,481,00310,6722024-03-28
Vanguard Explorer Inv3.470%-5.643%5,216,476-311,9782023-12-31
Vanguard Total Stock Mkt Idx Inv2.551%0.000%3,834,47302024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.495%1.585%3,750,05958,5032023-03-31
iShares Russell 2000 ETF2.251%0.048%3,384,1881,6322024-03-28
Vanguard Small Cap Index2.191%0.947%3,294,02730,8932024-02-29
MFS New Discovery I2.169%0.000%3,260,55802024-02-29
Meridian Growth Legacy1.670%-5.597%2,510,655-148,8412023-12-31
Vanguard Small Cap Value Index Inv1.496%0.344%2,248,6647,7032024-02-29
Amplify Transformational Data Shrg ETF1.448%-2.977%2,176,576-66,7922024-01-31
Janus Henderson Small Cap Value L1.266%20.949%1,903,487329,6912023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.147%0.053%1,724,3229052024-02-29
Vanguard Extended Market Index Investor1.058%-0.019%1,590,378-3082023-08-31
Fidelity Small Cap Index0.928%1.897%1,395,45125,9802024-01-31
Fidelity® Small Cap Index0.883%2.764%1,328,02835,7232023-10-31
Vanguard VIF Small Co Gr0.831%-6.107%1,249,298-81,2572023-12-31
CMC All-Cap Growth0.801%1,572.120%1,203,7771,131,7862023-12-31
iShares Russell 2000 Growth ETF0.798%-0.116%1,199,420-1,3952024-03-28
Strategic Advisers® Small-Mid Cap0.778%-2.659%1,169,625-31,9442023-10-31
ArrowMark Small Cap Gro0.740%-0.417%1,112,552-4,6582023-12-31
Meridian Small Cap Growth Legacy0.740%-0.417%1,112,552-4,6582023-12-31
iShares S&P Small-Cap 600 Growth ETF0.718%0.000%1,079,36602024-03-28
Invesco S&P SmallCap Low Volatility ETF0.684%0.000%1,002,44402023-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.658%0.101%988,5691,0002024-03-28
Vanguard Tax-Managed Small Cap Adm0.655%0.000%985,25202023-11-30
MFS® VIT New Discovery Init0.634%0.563%952,6295,3332024-02-29
Strategic Advisers Small-Mid Cap0.634%-9.697%952,484-102,2812024-01-31
DFA US Small Cap I0.591%0.000%888,20902023-10-31
iShares S&P Small-Cap 600 Value ETF0.517%0.000%771,31902023-05-31

Discussions

Please log in or register to share your thoughts.

4texin

$WT I would not be a bear now

0 Like Report
mezzymez2

$WT Free money indeed??

0 Like Report
glaglewd

$WT why is there no volume? Is that suspicious?

0 Like Report