Company · Ownership research

WisdomTree, Inc. WT

CIK 0000880631 · CUSIP 97717P104

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 97717P104 (WT), not CUSIP 97717P904 (WT), CUSIP 97717P954 (WT), and does not merge CUSIPs.

This page lists the top 20 of 207 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock Inc. CIK 1364742 · View history	$167.64M 18,241,691 shares	0.00%	-93.45K(-0.50%)Reduced	SEC filing ↗ May 10, 2024	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$133.31M 14,505,680 shares	0.00%	-98.26K(-0.70%)Reduced	SEC filing ↗ May 10, 2024	▾
03	ArrowMark Colorado Holdings LLC CIK 1483859 · View history	$98.89M 10,760,966 shares	1.11%	-2.73M(-20.30%)Reduced	SEC filing ↗ May 15, 2024	▾
04	Azora Capital LP CIK 1700272 · View history	$78.95M 8,591,172 shares	5.72%	+797.85K(+10.20%)Added	SEC filing ↗ May 15, 2024	▾
05	STATE STREET CORP CIK 93751 · View history	$47.90M 5,211,740 shares	0.00%	+222.82K(+4.50%)Added	SEC filing ↗ May 15, 2024	▾
06	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history	$45.42M 4,942,535 shares	0.01%	-24.02K(-0.50%)Reduced	SEC filing ↗ May 14, 2024	▾
07	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$39.57M 4,305,671 shares	0.01%	+408.43K(+10.50%)Added	SEC filing ↗ May 15, 2024	▾
08	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$38.12M 4,147,859 shares	0.01%	+149.60K(+3.70%)Added	SEC filing ↗ May 10, 2024	▾
09	Bank of New York Mellon Corp CIK 1390777 · View history	$27.73M 3,017,056 shares	0.01%	-94.66K(-3.00%)Reduced	SEC filing ↗ Apr 25, 2024	▾
10	JANUS HENDERSON GROUP PLC CIK 1274173 · View history	$25.63M 2,788,746 shares	0.01%	+194.37K(+7.50%)Added	SEC filing ↗ May 15, 2024	▾
11	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$24.64M 2,681,195 shares	0.00%	+62.92K(+2.40%)Added	SEC filing ↗ May 13, 2024	▾
12	Invesco Ltd. CIK 914208 · View history	$20.55M 2,235,599 shares	0.00%	+1.23M(+122.50%)Added	SEC filing ↗ May 14, 2024	▾
13	MORGAN STANLEY CIK 895421 · Amended · View history	$16.83M 1,831,351 shares	0.00%	-12.91K(-0.70%)Reduced	SEC filing ↗ Oct 17, 2024	▾
14	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$14.35M 1,561,879 shares	0.02%	-354.00K(-18.50%)Reduced	SEC filing ↗ May 13, 2024	▾
15	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$13.96M 1,519,548 shares	0.03%	-42.16K(-2.70%)Reduced	SEC filing ↗ May 15, 2024	▾
16	NORTHERN TRUST CORP CIK 73124 · View history	$13.39M 1,456,702 shares	0.00%	-25.68K(-1.70%)Reduced	SEC filing ↗ May 14, 2024	▾
17	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$11.97M 1,302,900 shares	0.03%	+92.60K(+7.70%)Added	SEC filing ↗ May 15, 2024	▾
18	Phase 2 Partners, LLC CIK 1841126 · View history	$11.21M 1,219,276 shares	5.86%	+133.53K(+12.30%)Added	SEC filing ↗ May 15, 2024	▾
19	Simcoe Capital Management, LLC CIK 1633362 · View history	$10.69M 1,163,720 shares	1.46%	+1.16MNew	SEC filing ↗ May 15, 2024	▾
20	MACQUARIE GROUP LTD CIK 1418333 · View history	$10.27M 1,117,522 shares	0.01%	+1.12MNew	SEC filing ↗ May 14, 2024	▾

Showing 20 / 207 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

207

Cancelled or null records excluded

Disclosed shares

113,807,795

Not deduplicated across managers

Disclosed value

$1.05B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

WisdomTree, Inc. · Q1 2024

Explore all 207 reporting institutions.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.