Also trades as: WETF (NASDAQ) · $vol 5M
WT Institutional Ownership
WisdomTree, Inc.
1W: -1.6%
1M: -13.8%
3M: +8.1%
YTD: +68.0%
1Y: +70.7%
3Y: +221.3%
5Y: +279.8%
$21.23
+0.25 (+1.19%)
After Hours: $21.59 (+0.36, +1.67%)
Weekly Expected Move ±3.6%
$20
$20
$21
$22
$23
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WT
367
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
57
New Positions
115
Increased
151
Reduced
51
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP NEW | 5,610,044 | $119M | +5,610,044 | — | 1Q | SEC ↗ |
| 2 | CALIFORNIA STATE TEACHERS RETIREMENT S | 2,427,654 | $52M | +2,269,383 | +1433.9% | 2Q | SEC ↗ |
| 3 | PRINCIPAL FINANCIAL GROUP INC NEW | 2,275,955 | $48M | +2,275,955 | — | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 1,971,158 | $42M | +1,971,158 | — | 1Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC NEW | 1,074,956 | $23M | +1,074,956 | — | 1Q | SEC ↗ |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 487,892 | $10M | +487,892 | — | 1Q | SEC ↗ |
| 7 | HSBC HOLDINGS PLC | 362,700 | $8M | +264,692 | +270.1% | 3Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC NEW | 344,464 | $7M | +344,464 | — | 1Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 249,893 | $5M | +249,893 | — | 1Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN NEW | 238,789 | $5M | +238,789 | — | 1Q | SEC ↗ |
| 11 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 214,701 | $5M | +214,701 | — | 1Q | SEC ↗ |
| 12 | INTECH INVESTMENT MANAGEMENT LLC NEW | 191,514 | $4M | +191,514 | — | 1Q | SEC ↗ |
| 13 | Odyssean, LLC NEW | 165,432 | $4M | +165,432 | — | 1Q | SEC ↗ |
| 14 | Kiker Wealth Management, LLC NEW | 138,005 | $3M | +138,005 | — | 1Q | SEC ↗ |
| 15 | Corient Private Wealth LP NEW | 104,830 | $2M | +104,830 | — | 1Q | SEC ↗ |
| 16 | ALGERT GLOBAL LLC NEW | 100,590 | $2M | +100,590 | — | 1Q | SEC ↗ |
| 17 | Jump Financial, LLC NEW | 97,600 | $2M | +97,600 | — | 1Q | SEC ↗ |
| 18 | State of Alaska, Department of Revenue | 91,829 | $2M | -41,866 | -31.3% | 2Q | SEC ↗ |
| 19 | Moran Wealth Management, LLC | 89,668 | $2M | +13,585 | +17.9% | 2Q | SEC ↗ |
| 20 | COOKSON PEIRCE & CO INC NEW | 84,818 | $2M | +84,818 | — | 1Q | SEC ↗ |
| 21 | BENJAMIN EDWARDS INC NEW | 82,934 | $2M | +82,934 | — | 1Q | SEC ↗ |
| 22 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 68,950 | $1M | +68,950 | — | 1Q | SEC ↗ |
| 23 | JAMES INVESTMENT RESEARCH, INC. | 65,499 | $1M | +3,984 | +6.5% | 3Q | SEC ↗ |
| 24 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 63,973 | $1M | +63,973 | — | 1Q | SEC ↗ |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, | 62,620 | $1M | +7,810 | +14.2% | 2Q | SEC ↗ |
| 26 | PARK AVENUE SECURITIES LLC NEW | 61,963 | $1M | +61,963 | — | 1Q | SEC ↗ |
| 27 | North Star Investment Management Corp. NEW | 61,913 | $1M | +61,913 | — | 1Q | SEC ↗ |
| 28 | TORONTO DOMINION BANK NEW | 60,840 | $1M | +60,840 | — | 1Q | SEC ↗ |
| 29 | Louisiana State Employees Retirement S | 51,000 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 47,864 | $1M | +47,864 | — | 1Q | SEC ↗ |
| 31 | TT International Asset Management LTD NEW | 38,661 | $821K | +38,661 | — | 1Q | SEC ↗ |
| 32 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 34,736 | $737K | +34,736 | — | 1Q | SEC ↗ |
| 33 | Walleye Trading LLC NEW | 33,440 | $710K | +33,440 | — | 1Q | SEC ↗ |
| 34 | ALPS ADVISORS INC NEW | 33,108 | $703K | +33,108 | — | 1Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV NEW | 31,336 | $665K | +31,336 | — | 1Q | SEC ↗ |
| 36 | Man Group plc NEW | 30,664 | $651K | +30,664 | — | 1Q | SEC ↗ |
| 37 | MARSHALL WACE, LLP NEW | 29,199 | $620K | +29,199 | — | 1Q | SEC ↗ |
| 38 | Atria Investments, Inc NEW | 25,485 | $541K | +25,485 | — | 1Q | SEC ↗ |
| 39 | OPPENHEIMER & CO INC NEW | 25,380 | $539K | +25,380 | — | 1Q | SEC ↗ |
| 40 | Jefferies Financial Group Inc. NEW | 23,692 | $503K | +23,692 | — | 1Q | SEC ↗ |
| 41 | JGP Wealth Management, LLC | 21,980 | $467K | — | +0.0% | 2Q | SEC ↗ |
| 42 | SMH CAPITAL ADVISORS INC | 21,888 | $465K | +21,613 | +7859.3% | 2Q | SEC ↗ |
| 43 | Pathstone Holdings, LLC NEW | 20,897 | $444K | +20,897 | — | 1Q | SEC ↗ |
| 44 | ProShare Advisors LLC NEW | 19,327 | $410K | +19,327 | — | 1Q | SEC ↗ |
| 45 | Militia Capital Partners, LP NEW | 17,600 | $374K | +17,600 | — | 1Q | SEC ↗ |
| 46 | LANARK FINANCIAL, INC. NEW | 17,492 | $371K | +17,492 | — | 1Q | SEC ↗ |
| 47 | NAVELLIER & ASSOCIATES INC NEW | 15,252 | $324K | +15,252 | — | 1Q | SEC ↗ |
| 48 | EXCHANGE TRADED CONCEPTS, LLC NEW | 15,108 | $321K | +15,108 | — | 1Q | SEC ↗ |
| 49 | Round Rock Advisors LLC NEW | 15,062 | $320K | +15,062 | — | 1Q | SEC ↗ |
| 50 | WEDBUSH SECURITIES INC | 14,942 | $317K | -188 | -1.2% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 5,610,044 | $119M |
| PRINCIPAL FINANCIAL GROUP INC | 2,275,955 | $48M |
| GOLDMAN SACHS GROUP INC | 1,971,158 | $42M |
| ENVESTNET ASSET MANAGEMENT INC | 1,074,956 | $23M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 487,892 | $10M |
| AMERIPRISE FINANCIAL INC | 344,464 | $7M |
| CITADEL ADVISORS LLC | 249,893 | $5M |
| WELLS FARGO & COMPANY/MN | 238,789 | $5M |
| TEACHERS RETIREMENT SYSTEM OF THE S | 214,701 | $5M |
| INTECH INVESTMENT MANAGEMENT LLC | 191,514 | $4M |
| Odyssean, LLC | 165,432 | $4M |
| Kiker Wealth Management, LLC | 138,005 | $3M |
| Corient Private Wealth LP | 104,830 | $2M |
| ALGERT GLOBAL LLC | 100,590 | $2M |
| Jump Financial, LLC | 97,600 | $2M |
| COOKSON PEIRCE & CO INC | 84,818 | $2M |
| BENJAMIN EDWARDS INC | 82,934 | $2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 68,950 | $1M |
| STATE BOARD OF ADMINISTRATION OF FL | 63,973 | $1M |
| PARK AVENUE SECURITIES LLC | 61,963 | $1M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +2,269,383 | +1433.9% | 2,427,654 |
| HSBC HOLDINGS PLC | +309,243 | +631.1% | 358,247 |
| SMH CAPITAL ADVISORS INC | +21,613 | +7859.3% | 21,888 |
| Moran Wealth Management, LLC | +13,585 | +17.9% | 89,668 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +7,810 | +14.2% | 62,620 |
| JAMES INVESTMENT RESEARCH, INC. | +3,984 | +6.5% | 65,499 |
| FIRST HORIZON CORP | +1,404 | +388.9% | 1,765 |
| GAMMA Investing LLC | +697 | +13.6% | 5,819 |
| IFP Advisors, Inc | +388 | +154.0% | 640 |
| Parkside Financial Bank & Trust | +363 | +1728.6% | 384 |
| FARMERS & MERCHANTS INVESTMENTS INC | +55 | +84.6% | 120 |
| Farther Finance Advisors, LLC | +39 | +6.5% | 641 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HSBC HOLDINGS PLC | -44,551 | -90.9% | 4,453 |
| State of Alaska, Department of Reve | -41,866 | -47.0% | 47,264 |
| Cooper Financial Group | -1,776 | -14.6% | 10,416 |
| WEDBUSH SECURITIES INC | -188 | -1.2% | 14,942 |