위즈덤트리(주)
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InstitutionMarshall Wace, Llp
Latest Disclosed Ownership77,299 shares
Latest Disclosed Value $ 1,125,473
Marshall Wace, Llp reports 37.81% increase in ownership of WT / WisdomTree, Inc.

On May 14, 2026 - Marshall Wace, Llp filed a 13F-HR form disclosing ownership of 77,299 shares of WisdomTree, Inc. (US:WT) valued at $1,125,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 56,093 shares of WisdomTree, Inc.. This represents a change in shares of 37.81% during the quarter. The current value of the position is $1,405,296 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)
2026-05-14 2026-03-31 13F WISDOMTREE COMMON STOCK 97717P104 77,299 21,206 37.81 1,125 64.71 0.0005
2026-02-13 2025-12-31 13F WISDOMTREE COMMON STOCK 97717P104 56,093 -104,596 -65.09 684 -69.41 0.0006
2025-11-13 2025-09-30 13F WISDOMTREE COMMON STOCK 97717P104 160,689 -1,045,973 -86.68 2,234 -83.92 0.0023
2025-08-13 2025-06-30 13F WISDOMTREE COMMON STOCK 97717P104 1,206,662 -386,537 -24.26 13,889 -2.27 0.0156
2025-05-15 2025-03-31 13F WISDOMTREE COMMON STOCK 97717P104 1,593,199 1,329,183 503.45 14,211 412.66 0.0180
2025-02-13 2024-12-31 13F WISDOMTREE COMMON STOCK 97717P104 264,016 -109,928 -29.40 2,772 -25.78 0.0033
2024-11-14 2024-09-30 13F WISDOMTREE COMMON STOCK 97717P104 373,944 -398,599 -51.60 3,736 -51.21 0.0046
2024-08-14 2024-06-30 13F WISDOMTREE COMMON STOCK 97717P104 772,543 348,850 82.34 7,656 96.63 0.0102
2024-05-15 2024-03-31 13F WISDOMTREE COMMON STOCK 97717P104 423,693 97,350 29.83 3,894 72.18 0.0059
2024-02-14 2023-12-31 13F WISDOMTREE COMMON STOCK 97717P104 326,343 279,964 603.64 2,262 597.84 0.0038
2023-11-14 2023-09-30 13F WISDOMTREE COMMON STOCK 97717P104 46,379 -219,451 -82.55 325 -82.23 0.0007
2023-08-14 2023-06-30 13F WISDOMTREE COMMON STOCK 97717P104 265,830 265,830 1,824 0.0036
2022-02-14 2021-12-31 13F WISDOMTREE INVES COMMON STOCK 97717P104 0 -320,709 -100.00 0 -100.00
2021-11-15 2021-09-30 13F WISDOMTREE INVES COMMON STOCK 97717P104 320,709 286,833 846.71 1,818 765.71 0.0075
2021-08-13 2021-06-30 13F WISDOMTREE INVES COMMON STOCK 97717P104 33,876 33,876 210 0.0010
2021-05-17 2021-03-31 13F WISDOMTREE INVES COMMON STOCK 97717P104 0 -250,599 -100.00 0 -100.00
2021-02-16 2020-12-31 13F WISDOMTREE INVES COMMON STOCK 97717P104 250,599 -654,771 -72.32 1,340 -53.75 0.0073
2020-11-16 2020-09-30 13F WISDOMTREE INVES COMMON STOCK 97717P104 905,370 -423,095 -31.85 2,897 -37.16 0.0185
2020-08-13 2020-06-30 13F WISDOMTREE INVES COMMON STOCK 97717P104 1,328,465 323,636 32.21 4,610 96.84 0.0323
2020-05-15 2020-03-31 13F WISDOMTREE INVES COMMON STOCK 97717P104 1,004,829 1,004,829 -24.36 2,342 -49.20 0.0234
2019-08-14 2019-06-30 13F WISDOMTREE INVES COMMON STOCK 97717P104 0 -65,957 -100.00 0 -100.00
2019-05-29 2019-03-31 13F/A-1 WISDOMTREE INVES COMMON STOCK 97717P104 65,957 65,957 466 0.0044
2019-05-14 2019-03-31 13F WISDOMTREE INVES COMMON STOCK 97717P104 65,957 65,957 466
2017-02-10 2016-12-31 13F WISDOMTREE INVES COMMON STOCK 97717P104 0 -234,114 -100.00 0 -100.00
2016-11-10 2016-09-30 13F WISDOMTREE INVES COMMON STOCK 97717P104 234,114 166,153 244.48 2,409 262.26 0.0171
2016-08-12 2016-06-30 13F WISDOMTREE INVES COMMON STOCK 97717P104 67,961 21,640 46.72 665 25.71 0.0056
2016-05-13 2016-03-31 13F WISDOMTREE INVES COMMON STOCK 97717P104 46,321 46,321 529 0.0051
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.