WisdomTree Ownership 2024 | Who Owns WisdomTree Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

66.50%

Insider Ownership

12.18%

Retail Ownership

21.32%

Institutional Holders

142.00

WisdomTree Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	11.53%	0.00%	18,314,980	-301,477	-1.62%	107,325,785,000	Mar 31, 2023
ARROWMARK COLORADO HOLDINGS LLC	9.95%	1.05%	15,819,383	-115,614	-0.73%	92,701,584,000	Mar 31, 2023
VANGUARD GROUP INC	9.38%	0.00%	14,914,157	631,425	4.42%	87,396,959,000	Mar 31, 2023
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	5.52%	0.02%	8,768,287	-5,562	-0.06%	51,382,162,000	Mar 31, 2023
AZORA CAPITAL LP	4.53%	6.15%	7,198,980	-101,612	-1.39%	42,186,023,000	Mar 31, 2023
STATE STREET CORP	2.79%	0.00%	4,429,387	94,231	2.17%	25,956,208,000	Mar 31, 2023
BRIDGEWATER ASSOCIATES, LP	2.32%	0.13%	3,694,177	-652,857	-15.02%	21,647,877,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	2.24%	0.01%	3,552,815	477,054	15.51%	20,819,225,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.44%	0.00%	2,281,319	131,283	6.11%	13,368,535,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	1.39%	0.00%	2,206,486	763,490	52.91%	12,930,007,000	Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	1.36%	0.00%	2,163,449	1,741,915	413.23%	12,677,811,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	1.30%	0.01%	2,072,075	267,710	14.84%	12,142,000	Mar 31, 2023
CAPITAL MANAGEMENT CORP /VA	1.05%	2.25%	1,670,687	-215,212	-11.41%	9,790,228,000	Mar 31, 2023
MORGAN STANLEY	0.90%	0.00%	1,434,376	-31,289	-2.13%	8,405,451,000	Mar 31, 2023
NORTHERN TRUST CORP	0.90%	0.00%	1,423,838	7,330	0.52%	8,343,691,000	Mar 31, 2023
GILLSON CAPITAL LP	0.77%	0.59%	1,223,710	-168,055	-12.07%	7,171,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.66%	0.01%	1,042,079	-25,500	-2.39%	6,107,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	0.00%	918,115	-536,453	-36.88%	5,380,154,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	0.50%	0.01%	801,758	712,948	802.78%	4,698,301,000	Mar 31, 2023
JACOBS ASSET MANAGEMENT, LLC	0.47%	2.55%	750,000	-25,000	-3.23%	4,395,000,000	Mar 31, 2023

WisdomTree's largest institutional shareholder is BLACKROCK INC., holding 11.53% of the company's total share outstanding, currently valued at $107.33B. The top 10 institutional shareholders own together 51.08% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AZORA CAPITAL LP	4.53%	6.15%	7,198,980	-101,612	-1.39%	42,186,023,000	Mar 31, 2023
JACOBS ASSET MANAGEMENT, LLC	0.47%	2.55%	750,000	-25,000	-3.23%	4,395,000,000	Mar 31, 2023
CAPITAL MANAGEMENT CORP /VA	1.05%	2.25%	1,670,687	-215,212	-11.41%	9,790,228,000	Mar 31, 2023
PHASE 2 PARTNERS, LLC	0.28%	1.13%	447,684	447,684	100.00%	2,623,428,000	Mar 31, 2023
ARROWMARK COLORADO HOLDINGS LLC	9.95%	1.05%	15,819,383	-115,614	-0.73%	92,701,584,000	Mar 31, 2023
SMH CAPITAL ADVISORS INC	0.02%	1.03%	27,887	-6,863	-19.75%	174,000,000	Mar 31, 2023
GILLSON CAPITAL LP	0.77%	0.59%	1,223,710	-168,055	-12.07%	7,171,000	Mar 31, 2023
BRIDGEWATER ASSOCIATES, LP	2.32%	0.13%	3,694,177	-652,857	-15.02%	21,647,877,000	Mar 31, 2023
QUINN OPPORTUNITY PARTNERS LLC	0.11%	0.11%	179,226	-	-	1,050,264,000	Mar 31, 2023
SYNTAX ADVISORS, LLC	0.01%	0.06%	14,480	-2,188	-13.13%	84,853,000	Mar 31, 2023
STATE OF WYOMING	0.02%	0.06%	31,141	3,650	13.28%	182,486,000	Mar 31, 2023
VANTAGE CONSULTING GROUP INC	0.01%	0.05%	14,480	-2,188	-13.13%	84,853,000	Mar 31, 2023
INTERVAL PARTNERS, LP	0.10%	0.04%	151,012	-123,566	-45.00%	884,930,000	Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC	0.31%	0.03%	494,019	-266,786	-35.07%	2,894,951,000	Mar 31, 2023
HORIZON KINETICS ASSET MANAGEMENT LLC	0.12%	0.02%	193,311	193,311	100.00%	1,132,800,000	Mar 31, 2023
LEVIN CAPITAL STRATEGIES, L.P.	0.02%	0.02%	26,000	-12,000	-31.58%	152,360,000	Mar 31, 2023
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	5.52%	0.02%	8,768,287	-5,562	-0.06%	51,382,162,000	Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP	0.01%	0.01%	17,912	17,912	100.00%	104,964,000	Mar 31, 2023
XTX TOPCO LTD	0.01%	0.01%	10,973	10,973	100.00%	64,302,000	Mar 31, 2023
VERSOR INVESTMENTS LP	0.01%	0.01%	16,000	-200	-1.23%	93,760,000	Mar 31, 2023

The largest WisdomTree shareholder by % of total assets is AZORA CAPITAL LP. The company owns 7.20M shares of WisdomTree (WT), representing 6.15% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLINGTON MANAGEMENT GROUP LLP	1.36%	0.00%	2,163,449	1,741,915	413.23%	12,677,811,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	1.39%	0.00%	2,206,486	763,490	52.91%	12,930,007,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	0.50%	0.01%	801,758	712,948	802.78%	4,698,301,000	Mar 31, 2023
VANGUARD GROUP INC	9.38%	0.00%	14,914,157	631,425	4.42%	87,396,959,000	Mar 31, 2023
NORDEA INVESTMENT MANAGEMENT AB	0.38%	0.01%	600,715	600,715	100.00%	3,484,147,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	2.24%	0.01%	3,552,815	477,054	15.51%	20,819,225,000	Mar 31, 2023
PHASE 2 PARTNERS, LLC	0.28%	1.13%	447,684	447,684	100.00%	2,623,428,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.30%	0.00%	475,526	317,399	200.72%	2,786,582,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	1.30%	0.01%	2,072,075	267,710	14.84%	12,142,000	Mar 31, 2023
HORIZON KINETICS ASSET MANAGEMENT LLC	0.12%	0.02%	193,311	193,311	100.00%	1,132,800,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	0.14%	0.00%	216,699	162,521	299.98%	1,269,856,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.44%	0.00%	2,281,319	131,283	6.11%	13,368,535,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	0.15%	0.00%	240,374	105,271	77.92%	1,408,589,000	Mar 31, 2023
STATE STREET CORP	2.79%	0.00%	4,429,387	94,231	2.17%	25,956,208,000	Mar 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.05%	0.00%	83,861	83,861	100.00%	491,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	0.00%	101,590	75,160	284.37%	595,317,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.12%	0.00%	195,047	62,651	47.32%	1,143,000,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.09%	0.00%	137,586	60,885	79.38%	806,255,000	Mar 31, 2023
SG AMERICAS SECURITIES, LLC	0.04%	0.00%	66,339	54,312	451.58%	389,000	Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC	0.07%	0.00%	117,875	42,381	56.14%	690,748,000	Mar 31, 2023

As of Mar 31 2023, WisdomTree's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 1.74M stocks of WT, valued at $12.68B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LION POINT CAPITAL, LP	-	-	-	-4,521,979	-100.00%	-	Mar 31, 2023
TOROSO INVESTMENTS, LLC	0.02%	0.01%	31,737	-2,002,935	-98.44%	186,000,000	Mar 31, 2023
INVESCO LTD.	0.25%	0.00%	393,698	-1,084,749	-73.37%	2,307,070,000	Mar 31, 2023
DIFESA CAPITAL MANAGEMENT, LP	-	-	-	-717,900	-100.00%	-	Mar 31, 2023
BRIDGEWATER ASSOCIATES, LP	2.32%	0.13%	3,694,177	-652,857	-15.02%	21,647,877,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	0.00%	918,115	-536,453	-36.88%	5,380,154,000	Mar 31, 2023
FULLER & THALER ASSET MANAGEMENT, INC.	-	-	-	-527,735	-100.00%	-	Mar 31, 2023
BLACKROCK INC.	11.53%	0.00%	18,314,980	-301,477	-1.62%	107,325,785,000	Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC	0.31%	0.03%	494,019	-266,786	-35.07%	2,894,951,000	Mar 31, 2023
CAPITAL MANAGEMENT CORP /VA	1.05%	2.25%	1,670,687	-215,212	-11.41%	9,790,228,000	Mar 31, 2023
GILLSON CAPITAL LP	0.77%	0.59%	1,223,710	-168,055	-12.07%	7,171,000	Mar 31, 2023
INTERVAL PARTNERS, LP	0.10%	0.04%	151,012	-123,566	-45.00%	884,930,000	Mar 31, 2023
ARROWMARK COLORADO HOLDINGS LLC	9.95%	1.05%	15,819,383	-115,614	-0.73%	92,701,584,000	Mar 31, 2023
AZORA CAPITAL LP	4.53%	6.15%	7,198,980	-101,612	-1.39%	42,186,023,000	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-94,775	-100.00%	-	Mar 31, 2023
WINTON GROUP LTD	0.01%	0.01%	20,216	-82,823	-80.38%	118,466,000	Mar 31, 2023
OCCUDO QUANTITATIVE STRATEGIES LP	-	-	-	-77,706	-100.00%	-	Mar 31, 2023
TREXQUANT INVESTMENT LP	-	-	-	-76,580	-100.00%	-	Mar 31, 2023
SQUAREPOINT OPS LLC	-	-	-	-65,034	-100.00%	-	Mar 31, 2023
CRESTLINE MANAGEMENT, LP	-	-	-	-57,403	-100.00%	-	Mar 31, 2023

As of Mar 31 2023, WisdomTree's biggest institutional seller is LION POINT CAPITAL, LP. The company sold -4.52M shares of WT, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORDEA INVESTMENT MANAGEMENT AB	0.38%	0.01%	600,715	600,715	100.00%	3,484,147,000	Mar 31, 2023
PHASE 2 PARTNERS, LLC	0.28%	1.13%	447,684	447,684	100.00%	2,623,428,000	Mar 31, 2023
HORIZON KINETICS ASSET MANAGEMENT LLC	0.12%	0.02%	193,311	193,311	100.00%	1,132,800,000	Mar 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.05%	0.00%	83,861	83,861	100.00%	491,000	Mar 31, 2023
ENGINEERS GATE MANAGER LP	0.03%	0.01%	42,350	42,350	100.00%	248,171,000	Mar 31, 2023
JUMP FINANCIAL, LLC	0.02%	0.01%	35,900	35,900	100.00%	210,374,000	Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.	0.02%	0.00%	25,394	25,394	100.00%	148,808,000	Mar 31, 2023
CENTIVA CAPITAL, LP	0.01%	0.00%	22,457	22,457	100.00%	131,598,000	Mar 31, 2023
EVERENCE CAPITAL MANAGEMENT INC	0.01%	0.01%	21,350	21,350	100.00%	125,000	Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP	0.01%	0.01%	17,912	17,912	100.00%	104,964,000	Mar 31, 2023
AMUNDI	0.01%	-	15,154	15,154	100.00%	88,802,000	Mar 31, 2023
TEZA CAPITAL MANAGEMENT LLC	0.01%	0.01%	14,748	14,748	100.00%	86,423,000	Mar 31, 2023
HRT FINANCIAL LP	0.01%	0.00%	13,853	13,853	100.00%	81,000	Mar 31, 2023
CAPTRUST FINANCIAL ADVISORS	0.01%	0.00%	12,900	12,900	100.00%	75,594,000	Mar 31, 2023
RAYMOND JAMES & ASSOCIATES	0.01%	0.00%	11,777	11,777	100.00%	69,011,000	Mar 31, 2023
XTX TOPCO LTD	0.01%	0.01%	10,973	10,973	100.00%	64,302,000	Mar 31, 2023
RUSSELL INVESTMENTS GROUP, LTD.	0.00%	-	822	822	100.00%	4,817,000	Mar 31, 2023
VENTURI WEALTH MANAGEMENT, LLC	0.00%	0.00%	480	480	100.00%	2,813,000	Mar 31, 2023
CERITY PARTNERS LLC	0.00%	0.00%	310	310	100.00%	905,544,000	Mar 31, 2023

WisdomTree's largest new institutional shareholder by number of shares is NORDEA INVESTMENT MANAGEMENT AB, purchased 600.72K shares, valued at $3.48B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LION POINT CAPITAL, LP	-	-	-	-4,521,979	-100.00%	-	Mar 31, 2023
DIFESA CAPITAL MANAGEMENT, LP	-	-	-	-717,900	-100.00%	-	Mar 31, 2023
FULLER & THALER ASSET MANAGEMENT, INC.	-	-	-	-527,735	-100.00%	-	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-94,775	-100.00%	-	Mar 31, 2023
OCCUDO QUANTITATIVE STRATEGIES LP	-	-	-	-77,706	-100.00%	-	Mar 31, 2023
TREXQUANT INVESTMENT LP	-	-	-	-76,580	-100.00%	-	Mar 31, 2023
SQUAREPOINT OPS LLC	-	-	-	-65,034	-100.00%	-	Mar 31, 2023
CRESTLINE MANAGEMENT, LP	-	-	-	-57,403	-100.00%	-	Mar 31, 2023
JANE STREET GROUP, LLC	-	-	-	-39,418	-100.00%	-	Mar 31, 2023
MACKENZIE FINANCIAL CORP	-	-	-	-28,382	-100.00%	-	Mar 31, 2023
ISAM FUNDS (UK) LTD	-	-	-	-26,036	-100.00%	-	Mar 31, 2023
AXQ CAPITAL, LP	-	-	-	-22,563	-100.00%	-	Mar 31, 2023
INCEPTIONR LLC	-	-	-	-21,261	-100.00%	-	Mar 31, 2023
GROUP ONE TRADING, L.P.	-	-	-	-19,575	-100.00%	-	Mar 31, 2023
PICTET ASSET MANAGEMENT SA	-	-	-	-18,459	-100.00%	-	Mar 31, 2023
RIVER & MERCANTILE ASSET MANAGEMENT LLP	-	-	-	-13,046	-100.00%	-	Mar 31, 2023
KBC GROUP NV	-	-	-	-11,677	-100.00%	-	Mar 31, 2023
CLEAR STREET MARKETS LLC	-	-	-	-4,591	-100.00%	-	Mar 31, 2023
SIMPLEX TRADING, LLC	-	-	-	-4,072	-100.00%	-	Mar 31, 2023
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	-	-	-	-2,433	-100.00%	-	Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP	-	-	-	-425	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-308	-100.00%	-	Mar 31, 2023
COPPELL ADVISORY SOLUTIONS CORP.	-	-	-	-114	-100.00%	-	Mar 31, 2023
COPPELL ADVISORY SOLUTIONS LLC	-	-	-	-114	-100.00%	-	Mar 31, 2023
U.S. CAPITAL WEALTH ADVISORS, LLC	-	-	-	-75	-100.00%	-	Mar 31, 2023
GLOBAL RETIREMENT PARTNERS, LLC	-	-	-	-53	-100.00%	-	Mar 31, 2023

WisdomTree's largest sold out institutional shareholder by shares sold is LION POINT CAPITAL, LP, sold -4.52M shares, valued at -, as of undefined.

WisdomTree Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
DELAWARE GROUP EQUITY FUNDS IV	0.38%	440,000	-	-	Mar 28, 2024
Intrepid Capital Management Funds Trust	0.35%	4,500,000	-	-	Mar 31, 2024
Intrepid Capital Management Funds Trust	0.03%	400,000	-	-	Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS V	0.01%	850,000	-	-	Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS V	0.01%	850,000	850,000	-	Feb 29, 2024
DELAWARE VIP TRUST	0.01%	50,000	-	-	Mar 28, 2024
DELAWARE VIP TRUST	0.01%	50,000	50,000	-	Mar 28, 2024
BNY Mellon Strategic Funds, Inc.	0.01%	15,509	-	-	Mar 31, 2024
AdvisorShares Trust	0.01%	23,986	-	-	Mar 28, 2024
LAZARD FUNDS INC	0.00%	119,000	119,000	-	Mar 31, 2024
LAZARD FUNDS INC	0.00%	119,000	-	-	Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.	0.00%	6,900	-	-	Mar 28, 2024
Franklin Alternative Strategies Funds	0.00%	148,000	-	-	Feb 29, 2024
Franklin Alternative Strategies Funds	0.00%	148,000	148,000	-	Feb 29, 2024
ETF Series Solutions	0.00%	758	-	-	Jan 31, 2024
AQR Funds	0.00%	7,000,000	7,000,000	-	Mar 31, 2024
AQR Funds	0.00%	7,000,000	-	-	Mar 31, 2024
Morningstar Funds Trust	0.00%	1,056,000	-	-	Jan 31, 2024
Morningstar Funds Trust	0.00%	701,000	-	-	Jan 31, 2024

WisdomTree's largest mutual fund holder by % of total assets is "DELAWARE GROUP EQUITY FUNDS IV", owning 440.00K shares, compromising 0.38% of its total assets.

WisdomTree Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	142	-7.19%
31 Dec, 22	153	2085.71%
30 Sep, 22	7	133.33%
30 Jun, 22	3	-40.00%
31 Mar, 22	5	66.67%
31 Dec, 21	3	-
30 Sep, 21	3	-
30 Jun, 21	3	-
31 Mar, 21	3	-
31 Dec, 20	3	-
30 Sep, 20	3	-
30 Jun, 20	3	-
31 Mar, 20	3	-
31 Dec, 19	3	-
30 Sep, 19	3	-
30 Jun, 19	3	50.00%
31 Mar, 19	2	100.00%
31 Dec, 18	1	-50.00%
30 Sep, 18	2	100.00%
30 Jun, 18	1	-
31 Mar, 18	1	-
31 Dec, 17	1	-

As of 31 Mar 23, 142 institutions are holding WisdomTree's shares, representing a decrease of -7.19% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	105,679,505	-4.55%
31 Dec, 22	110,715,757	27275.75%
30 Sep, 22	404,430	516.34%
30 Jun, 22	65,618	-66.70%
31 Mar, 22	197,038	189.85%
31 Dec, 21	67,979	-16.74%
30 Sep, 21	81,650	3.00%
30 Jun, 21	79,268	-13.14%
31 Mar, 21	91,255	4.08%
31 Dec, 20	87,677	6.52%
30 Sep, 20	82,310	-39.07%
30 Jun, 20	135,091	24.35%
31 Mar, 20	108,634	-0.26%
31 Dec, 19	108,921	28.08%
30 Sep, 19	85,043	-10.95%
30 Jun, 19	95,499	61.49%
31 Mar, 19	59,136	880.37%
31 Dec, 18	6,032	-93.12%
30 Sep, 18	87,704	1296.34%
30 Jun, 18	6,281	0.18%
31 Mar, 18	6,270	10.52%
31 Dec, 17	5,673	-

WisdomTree (WT) has 105.68M shares outstanding as of 31 Mar 23, down -4.55% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	66.50%	-4.53%
31 Dec, 22	69.65%	27279.36%
30 Sep, 22	0.25%	453.04%
30 Jun, 22	0.05%	-62.36%
31 Mar, 22	0.12%	186.18%
31 Dec, 21	0.04%	-13.74%
30 Sep, 21	0.05%	1.02%
30 Jun, 21	0.05%	-20.20%
31 Mar, 21	0.06%	1.83%
31 Dec, 20	0.06%	10.87%
30 Sep, 20	0.05%	-38.71%
30 Jun, 20	0.09%	23.74%
31 Mar, 20	0.07%	9.82%
31 Dec, 19	0.07%	28.15%
30 Sep, 19	0.05%	-11.19%
30 Jun, 19	0.06%	53.35%
31 Mar, 19	0.04%	936.11%
31 Dec, 18	0.00%	-93.30%
30 Sep, 18	0.05%	1067.39%
30 Jun, 18	0.00%	-
31 Mar, 18	0.00%	9.52%
31 Dec, 17	0.00%	-

As of 31 Mar 23, WisdomTree is held by 66.50% institutional shareholders, representing a -4.53% negative growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	44	-63.03%
31 Dec, 22	119	1600.00%
30 Sep, 22	7	600.00%
30 Jun, 22	1	-50.00%
31 Mar, 22	2	100.00%
31 Dec, 21	1	-50.00%
30 Sep, 21	2	-
30 Jun, 21	2	-
31 Mar, 21	2	100.00%
31 Dec, 20	1	-
30 Sep, 20	1	-66.67%
30 Jun, 20	3	-
31 Mar, 20	-	-100.00%
31 Dec, 19	3	200.00%
30 Sep, 19	1	-50.00%
30 Jun, 19	2	100.00%
31 Mar, 19	1	-
31 Dec, 18	-	-100.00%
30 Sep, 18	2	100.00%
30 Jun, 18	1	-
31 Mar, 18	1	-
31 Dec, 17	-	-

44 institutional shareholders have increased their position in WT stock as of 31 Mar 23 compared to 119 in the previous quarter (a -63.03% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	59	2850.00%
31 Dec, 22	2	-
30 Sep, 22	-	-100.00%
30 Jun, 22	2	-
31 Mar, 22	2	-
31 Dec, 21	2	100.00%
30 Sep, 21	1	-
30 Jun, 21	1	-
31 Mar, 21	1	-50.00%
31 Dec, 20	2	-
30 Sep, 20	2	-
30 Jun, 20	-	-100.00%
31 Mar, 20	2	-
31 Dec, 19	-	-100.00%
30 Sep, 19	2	-
30 Jun, 19	-	-100.00%
31 Mar, 19	1	-
31 Dec, 18	1	-
30 Sep, 18	-	-
30 Jun, 18	-	-
31 Mar, 18	-	-
31 Dec, 17	-	-

59 institutional shareholders have reduced their position in WT stock as of 31 Mar 23 compared to 2 in the previous quarter (a 2850.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	142	-7.19%	105,679,505	-4.55%	66.50%	-4.53%	44	-63.03%	59	2850.00%
31 Dec, 22	153	2085.71%	110,715,757	27275.75%	69.65%	27279.36%	119	1600.00%	2	-
30 Sep, 22	7	133.33%	404,430	516.34%	0.25%	453.04%	7	600.00%	-	-100.00%
30 Jun, 22	3	-40.00%	65,618	-66.70%	0.05%	-62.36%	1	-50.00%	2	-
31 Mar, 22	5	66.67%	197,038	189.85%	0.12%	186.18%	2	100.00%	2	-
31 Dec, 21	3	-	67,979	-16.74%	0.04%	-13.74%	1	-50.00%	2	100.00%
30 Sep, 21	3	-	81,650	3.00%	0.05%	1.02%	2	-	1	-
30 Jun, 21	3	-	79,268	-13.14%	0.05%	-20.20%	2	-	1	-
31 Mar, 21	3	-	91,255	4.08%	0.06%	1.83%	2	100.00%	1	-50.00%
31 Dec, 20	3	-	87,677	6.52%	0.06%	10.87%	1	-	2	-
30 Sep, 20	3	-	82,310	-39.07%	0.05%	-38.71%	1	-66.67%	2	-
30 Jun, 20	3	-	135,091	24.35%	0.09%	23.74%	3	-	-	-100.00%
31 Mar, 20	3	-	108,634	-0.26%	0.07%	9.82%	-	-100.00%	2	-
31 Dec, 19	3	-	108,921	28.08%	0.07%	28.15%	3	200.00%	-	-100.00%
30 Sep, 19	3	-	85,043	-10.95%	0.05%	-11.19%	1	-50.00%	2	-
30 Jun, 19	3	50.00%	95,499	61.49%	0.06%	53.35%	2	100.00%	-	-100.00%
31 Mar, 19	2	100.00%	59,136	880.37%	0.04%	936.11%	1	-	1	-
31 Dec, 18	1	-50.00%	6,032	-93.12%	0.00%	-93.30%	-	-100.00%	1	-
30 Sep, 18	2	100.00%	87,704	1296.34%	0.05%	1067.39%	2	100.00%	-	-
30 Jun, 18	1	-	6,281	0.18%	0.00%	-	1	-	-	-
31 Mar, 18	1	-	6,270	10.52%	0.00%	9.52%	1	-	-	-
31 Dec, 17	1	-	5,673	-	0.00%	-	-	-	-	-

WisdomTree Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Feb 14, 2024	Steinberg Jonathan L	director, officer	Chief Executive Officer	P-Purchase	Buy	303,781	$7.20	$2.19M	9,172,838

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Feb 14, 2024	Steinberg Jonathan L	director, officer	Chief Executive Officer	P-Purchase	Buy	303,781	$7.20	$2.19M	9,172,838

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jan 31, 2024	Ziemba Peter M	officer	Chief Administrative Officer	F-InKind	Sell	11,488	-	-	1,048,386
Jan 31, 2024	Ziemba Peter M	officer	Chief Administrative Officer	M-Exempt	Sell	31,866	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 14, 2024	Mielke Daniela	director	-	A-Award	Buy	10,152	-	-	41,453
Jun 13, 2024	PANKOPF TONIA L	director	-	A-Award	Buy	10,152	-	-	24,814
Jun 13, 2024	Naidoo Shamla	director	-	A-Award	Buy	10,152	-	-	24,814
Jun 13, 2024	Delorier Rilla S	director	-	A-Award	Buy	10,152	-	-	21,980
Jun 13, 2024	NEUGER WIN J	director	-	A-Award	Buy	10,152	-	-	148,334
Jun 13, 2024	Conjeevaram Smita	director	-	A-Award	Buy	10,152	-	-	67,497
Jun 13, 2024	Bossone Anthony	director	-	A-Award	Buy	10,152	-	-	635,518
Jun 13, 2024	Blake Lynn S.	director	-	A-Award	Buy	10,152	-	-	45,649
Feb 23, 2024	Marinof Alexis	officer	Head of Europe	A-Award	Buy	22,224	-	-	22,224
Feb 23, 2024	Ziemba Peter M	officer	Chief Administrative Officer	A-Award	Buy	18,126	-	-	18,126
Feb 23, 2024	Yates David M	officer	Chief Information Officer	A-Award	Buy	13,848	-	-	13,848
Feb 23, 2024	Steinberg Jonathan L	director, officer	Chief Executive Officer	A-Award	Buy	222,842	-	-	222,842
Feb 23, 2024	Peck William Bradley	officer	Head of Digital Assets	A-Award	Buy	15,226	-	-	15,226
Feb 23, 2024	Lilien R Jarrett	officer	President and COO	A-Award	Buy	136,096	-	-	136,096
Feb 23, 2024	Frankenthaler Marci	officer	Chief Legal Officer	A-Award	Buy	19,576	-	-	19,576
Feb 23, 2024	Edmiston Bryan	officer	Chief Financial Officer	A-Award	Buy	19,939	-	-	19,939
Feb 14, 2024	Steinberg Jonathan L	director, officer	Chief Executive Officer	P-Purchase	Buy	303,781	$7.20	$2.19M	9,172,838
Jan 31, 2024	Ziemba Peter M	officer	Chief Administrative Officer	M-Exempt	Buy	31,866	-	-	1,059,874
Jan 31, 2024	Ziemba Peter M	officer	Chief Administrative Officer	F-InKind	Sell	11,488	-	-	1,048,386
Jan 31, 2024	Ziemba Peter M	officer	Chief Administrative Officer	M-Exempt	Sell	31,866	-	-	-

The last insider sell of WisdomTree's stock was made by Ziemba Peter M on Jan 31 2024, selling 11,488 shares at - per share (valued at -). The last insider buy of WT was made by Steinberg Jonathan L on Feb 14 2024, buying 303,781 shares at $7.20 per share (worth $2.19M).

WisdomTree Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	8	-	-
Q1 2024	31	20	155.00%
Q3 2023	1	3	33.33%
Q2 2023	8	3	266.67%
Q1 2023	29	18	161.11%
Q3 2022	12	1	1200.00%
Q2 2022	-	7	-
Q1 2022	39	16	243.75%
Q4 2021	-	2	-
Q3 2021	-	2	-
Q2 2021	11	4	275.00%
Q1 2021	30	20	150.00%
Q4 2020	-	6	-
Q3 2020	-	3	-
Q2 2020	10	2	500.00%
Q1 2020	43	17	252.94%
Q4 2019	6	8	75.00%
Q3 2019	2	6	33.33%
Q2 2019	13	6	216.67%
Q1 2019	41	37	110.81%

8 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by WisdomTree's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	1	-	-
Q3 2023	-	2	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	1	-
Q4 2021	-	2	-
Q3 2021	-	2	-
Q2 2021	-	-	-
Q1 2021	-	2	-
Q4 2020	-	2	-
Q3 2020	-	-	-
Q2 2020	-	-	-
Q1 2020	15	2	750.00%
Q4 2019	4	4	100.00%
Q3 2019	2	-	-
Q2 2019	2	-	-
Q1 2019	7	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of WisdomTree's stocks.

WisdomTree Peer Ownership

Ticker	Company
GAM	General American Investors Company, Inc.
VCTR	Victory Capital Holdings, Inc.

WT Ownership FAQ

Who Owns WisdomTree?

WisdomTree is owned by institutional shareholders (66.50%), insiders (12.18%), and public (21.32%). The largest institutional shareholder of WisdomTree is BLACKROCK INC. (11.53% of total shares) and the top mutual fund owner is DELAWARE GROUP EQUITY FUNDS IV (0.38% of total shares).

Who are the major institutional shareholders of WisdomTree?

WisdomTree's major institutional shareholders are BLACKROCK INC., ARROWMARK COLORADO HOLDINGS LLC, VANGUARD GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and AZORA CAPITAL LP. The top five shareholders own together 40.91% of the company's share outstanding.

How many WisdomTree shareholders are there?

As of Mar 2023, there are 142 institutional shareholders of WisdomTree.

What percentage of WisdomTree is owned by BLACKROCK INC?

BLACKROCK INC owns 18.31M shares of WisdomTree, representing 11.53% of the company's total shares outstanding, valued at $107.33B (as of Mar 2023).

What percentage of WisdomTree is owned by ARROWMARK COLORADO HOLDINGS LLC?

As of Mar 2023, ARROWMARK COLORADO HOLDINGS LLC holds 15.82M shares of WisdomTree (WT), compromising 9.95% of the company, valued at $92.7B.

What percentage of WisdomTree is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of WisdomTree. The company owns 14.91M of the company's shares outstanding (worth $87.4B).