WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership3,624,396 shares
Latest Disclosed Value $ 52,763,885
Dimensional Fund Advisors Lp reports 0.48% decrease in ownership of WT / WisdomTree, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 3,624,396 shares of WisdomTree, Inc. (US:WT) valued at $52,771,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,642,042 shares of WisdomTree, Inc.. This represents a change in shares of -0.48% during the quarter. The current value of the position is $67,486,254 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F WISDOMTREE COM 97717P104 3,624,396 -17,646 -0.48 52,764 18.84 0.0024
2026-02-12 2025-12-31 13F WISDOMTREE COM 97717P104 3,642,042 61,699 1.72 44,399 -10.78 0.0093
2025-11-12 2025-09-30 13F WISDOMTREE COM 97717P104 3,580,343 -32,911 -0.91 49,766 19.66 0.0107
2025-08-12 2025-06-30 13F WISDOMTREE COM 97717P104 3,613,254 -144,110 -3.84 41,588 24.09 0.0096
2025-05-13 2025-03-31 13F WISDOMTREE COM 97717P104 3,757,364 -191,280 -4.84 33,515 -19.17 0.0083
2025-02-13 2024-12-31 13F WISDOMTREE COM 97717P104 3,948,644 -141,841 -3.47 41,460 1.46 0.0100
2024-11-07 2024-09-30 13F WISDOMTREE COM 97717P104 4,090,485 -41,440 -1.00 40,865 -0.20 0.0099
2024-08-09 2024-06-30 13F WISDOMTREE COM 97717P104 4,131,925 -15,934 -0.38 40,948 7.42 0.0107
2024-05-10 2024-03-31 13F WISDOMTREE COM 97717P104 4,147,859 149,599 3.74 38,119 37.57 0.0103
2024-02-07 2023-12-31 13F WISDOMTREE COM 97717P104 3,998,260 294,060 7.94 27,710 6.86 0.0081
2023-11-09 2023-09-30 13F WISDOMTREE COM 97717P104 3,704,200 -12,471 -0.34 25,931 1.70 0.0085
2023-08-09 2023-06-30 13F WISDOMTREE COM 97717P104 3,716,671 163,856 4.61 25,498 22.47 0.0081
2023-05-12 2023-03-31 13F WISDOMTREE COM 97717P104 3,552,815 477,054 15.51 20,819 130,018.75 0.0070
2023-02-09 2022-12-31 13F WISDOMTREE COM 97717P104 3,075,761 15,384 0.50 17 -99.89 0.0050
2022-11-10 2022-09-30 13F WISDOMTREE INVTS COM 97717P104 3,060,377 77,272 2.59 14,323 -5.29 0.0055
2022-08-12 2022-06-30 13F WISDOMTREE INVTS COM 97717P104 2,983,105 137,559 4.83 15,123 -9.46 0.0054
2022-05-13 2022-03-31 13F WISDOMTREE INVTS COM 97717P104 2,845,546 244,292 9.39 16,703 4.92 0.0051
2022-02-09 2021-12-31 13F WISDOMTREE INVTS COM 97717P104 2,601,254 -166,468 -6.01 15,920 1.44 0.0048
2021-11-12 2021-09-30 13F WISDOMTREE INVTS COM 97717P104 2,767,722 -565,819 -16.97 15,694 -24.07 0.0051
2021-08-12 2021-06-30 13F WISDOMTREE INVTS COM 97717P104 3,333,541 -53,435 -1.58 20,668 -2.36 0.0065
2021-05-14 2021-03-31 13F WISDOMTREE INVTS COM 97717P104 3,386,976 1,182 0.03 21,168 16.86 0.0070
2021-03-08 2020-12-31 13F/A-2 WISDOMTREE INVTS COM 97717P104 3,385,794 -15,128 -0.44 18,114 66.44 0.0065
2021-02-11 2020-12-31 13F WISDOMTREE INVTS COM 97717P104 3,385,794 -15,128 18,114 6,541.8140
2020-11-12 2020-09-30 13F WISDOMTREE INVTS COM 97717P104 3,400,922 -173,960 -4.87 10,883 -12.26 0.0046
2020-08-13 2020-06-30 13F WISDOMTREE INVTS COM 97717P104 3,574,882 18,436 0.52 12,404 49.66 0.0055
2020-05-14 2020-03-31 13F WISDOMTREE INVTS COM 97717P104 3,556,446 4,006 0.11 8,288 -51.79 0.0043
2020-02-14 2019-12-31 13F WISDOMTREE INVTS COM 97717P104 3,552,440 180,552 5.35 17,193 -2.41 0.0063
2019-11-12 2019-09-30 13F WISDOMTREE INVTS COM 97717P104 3,371,888 -203,659 -5.70 17,618 -20.14 0.0068
2019-08-13 2019-06-30 13F WISDOMTREE INVTS COM 97717P104 3,575,547 -13,500 -0.38 22,062 -12.94 0.0086
2019-08-12 2019-03-31 13F/A-2 WISDOMTREE INVTS COM 97717P104 3,589,047 -10,073 -0.28 25,340 5.87 0.0101
2019-05-10 2019-03-31 13F WISDOMTREE INVTS COM 97717P104 3,589,047 -10,073 25,340
2019-02-26 2018-12-31 13F/A-1 WISDOMTREE INVTS COM 97717P104 3,599,120 131,218 3.78 23,934 -18.61 0.0108
2019-02-13 2018-12-31 13F WISDOMTREE INVTS COM 97717P104 3,599,120 131,218 23,934
2018-11-13 2018-09-30 13F WISDOMTREE INVTS COM 97717P104 3,467,902 245,810 7.63 29,407 0.51 0.0112
2018-08-10 2018-06-30 13F WISDOMTREE INVTS COM 97717P104 3,222,092 84,136 2.68 29,258 1.68 0.0117
2018-05-11 2018-03-31 13F WISDOMTREE INVTS COM 97717P104 3,137,956 673,830 27.35 28,775 -6.95 0.0120
2018-02-12 2017-12-31 13F WISDOMTREE INVTS COM 97717P104 2,464,126 104,915 4.45 30,925 28.77 0.0128
2017-11-13 2017-09-30 13F WISDOMTREE INVTS COM 97717P104 2,359,211 -147,154 -5.87 24,016 -5.78 0.0105
2017-08-11 2017-06-30 13F WISDOMTREE INVTS COM 97717P104 2,506,365 -2,068 -0.08 25,490 11.92 0.0118
2017-05-12 2017-03-31 13F WISDOMTREE INVTS COM 97717P104 2,508,433 -45,226 -1.77 22,776 -19.94 0.0109
2017-02-09 2016-12-31 13F WISDOMTREE INVTS COM 97717P104 2,553,659 -10,546 -0.41 28,449 7.83 0.0142
2016-11-10 2016-09-30 13F WISDOMTREE INVTS COM 97717P104 2,564,205 -1,803 -0.07 26,384 5.03 0.0143
2016-08-09 2016-06-30 13F WISDOMTREE INVTS COM 97717P104 2,566,008 -31,258 -1.20 25,120 -15.38 0.0145
2016-05-13 2016-03-31 13F WISDOMTREE INVTS COM 97717P104 2,597,266 -11,955 -0.46 29,687 -27.44 0.0178
2016-02-10 2015-12-31 13F WISDOMTREE INVTS COM 97717P104 2,609,221 -123,321 -4.51 40,914 -7.17 0.0255
2015-11-13 2015-09-30 13F WISDOMTREE INVTS COM 97717P104 2,732,542 37,359 1.39 44,075 -25.55 0.0289
2015-08-14 2015-06-30 13F WISDOMTREE INVTS COM 97717P104 2,695,183 223,816 9.06 59,200 11.62 0.0363
2015-05-14 2015-03-31 13F WISDOMTREE INVTS COM 97717P104 2,471,367 225,642 10.05 53,035 50.65 0.0335
2015-02-06 2014-12-31 13F WISDOMTREE INVTS COM 97717P104 2,245,725 333,397 17.43 35,203 61.76 0.0231
2014-11-13 2014-09-30 13F WISDOMTREE INVTS COM 97717P104 1,912,328 78,211 4.26 21,763 -4.00 0.0154
2014-08-08 2014-06-30 13F WISDOMTREE INVTS COM 97717P104 1,834,117 425,828 30.24 22,669 22.69 0.0158
2014-05-14 2014-03-31 13F WISDOMTREE INVTS COM 97717P104 1,408,289 1,076,322 324.23 18,476 214.27 0.0138
2014-02-12 2013-12-31 13F WISDOMTREE INVTS COM 97717P104 331,967 300,811 965.50 5,879 1,524.03 0.0046
2013-11-13 2013-09-30 13F WISDOMTREE INVTS COM 97717P104 31,156 6,915 28.53 362 29.29 0.0003
2013-08-15 2013-06-30 13F WISDOMTREE INVTS COM 97717P104 24,241 24,241 280 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.