WISDOMTREE INVTS INC's ticker is WETF and the CUSIP is 97717P104. A total of 177 filers reported holding WISDOMTREE INVTS INC in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
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- Annual reports (10-K)
- Quarterly reports (10-Q)
- Insider transactions
- Shareholder votes
- Significant ownership
- Events
EDGAR links
External links
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,058,470 | +2.0% | 151,210 | -0.0% | 0.00% | – |
| Q2 2023 | $1,037,637 | +43.5% | 151,259 | +22.5% | 0.00% | – |
| Q1 2023 | $723,300 | -7.6% | 123,430 | -14.0% | 0.00% | – |
| Q4 2022 | $782,424 | +42.3% | 143,564 | +22.1% | 0.00% | – |
| Q3 2022 | $550,000 | -13.1% | 117,574 | -5.8% | 0.00% | – |
| Q2 2022 | $633,000 | -0.9% | 124,813 | +14.7% | 0.00% | – |
| Q1 2022 | $639,000 | -10.5% | 108,804 | -6.7% | 0.00% | – |
| Q4 2021 | $714,000 | +8.2% | 116,652 | +0.2% | 0.00% | – |
| Q3 2021 | $660,000 | -30.7% | 116,440 | -24.3% | 0.00% | – |
| Q2 2021 | $953,000 | -18.1% | 153,770 | -17.4% | 0.00% | -100.0% |
| Q1 2021 | $1,164,000 | +9.2% | 186,170 | -6.6% | 0.00% | 0.0% |
| Q4 2020 | $1,066,000 | +79.2% | 199,260 | +7.2% | 0.00% | – |
| Q3 2020 | $595,000 | -24.1% | 185,860 | -17.8% | 0.00% | – |
| Q2 2020 | $784,000 | +70.4% | 226,080 | +14.4% | 0.00% | – |
| Q1 2020 | $460,000 | -56.0% | 197,580 | -8.6% | 0.00% | -100.0% |
| Q4 2019 | $1,046,000 | -7.1% | 216,180 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $1,126,000 | -25.5% | 215,430 | -12.1% | 0.00% | 0.0% |
| Q2 2019 | $1,511,000 | +13.8% | 244,960 | +30.2% | 0.00% | 0.0% |
| Q1 2019 | $1,328,000 | -0.2% | 188,160 | -6.0% | 0.00% | 0.0% |
| Q4 2018 | $1,331,000 | -21.6% | 200,160 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,697,000 | -6.6% | 200,160 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,817,000 | +5.5% | 200,160 | +6.6% | 0.00% | 0.0% |
| Q1 2018 | $1,722,000 | -29.7% | 187,760 | -3.7% | 0.00% | -50.0% |
| Q4 2017 | $2,448,000 | +23.3% | 195,060 | 0.0% | 0.00% | +100.0% |
| Q3 2017 | $1,986,000 | +0.1% | 195,060 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $1,984,000 | +8.1% | 195,060 | -3.5% | 0.00% | +100.0% |
| Q1 2017 | $1,835,000 | -24.2% | 202,060 | -7.0% | 0.00% | -50.0% |
| Q4 2016 | $2,421,000 | -92.4% | 217,336 | -93.0% | 0.00% | -92.6% |
| Q3 2016 | $31,835,000 | +3.7% | 3,093,804 | -1.4% | 0.03% | +3.8% |
| Q2 2016 | $30,711,000 | -15.0% | 3,137,026 | -0.7% | 0.03% | -16.1% |
| Q1 2016 | $36,121,000 | +8.2% | 3,160,174 | +48.4% | 0.03% | +10.7% |
| Q4 2015 | $33,388,000 | +73.7% | 2,129,330 | +78.7% | 0.03% | +75.0% |
| Q3 2015 | $19,218,000 | -26.1% | 1,191,470 | +0.7% | 0.02% | -23.8% |
| Q2 2015 | $25,990,000 | +28.2% | 1,183,250 | +25.3% | 0.02% | +31.2% |
| Q1 2015 | $20,267,000 | +36.6% | 944,401 | -0.2% | 0.02% | +33.3% |
| Q4 2014 | $14,839,000 | +35.9% | 946,671 | -1.3% | 0.01% | +33.3% |
| Q3 2014 | $10,919,000 | -8.7% | 959,501 | -0.8% | 0.01% | -10.0% |
| Q2 2014 | $11,954,000 | +14.0% | 967,176 | +21.0% | 0.01% | +11.1% |
| Q1 2014 | $10,489,000 | -26.1% | 799,483 | -0.3% | 0.01% | -30.8% |
| Q4 2013 | $14,196,000 | +51.3% | 801,600 | -0.8% | 0.01% | +44.4% |
| Q3 2013 | $9,385,000 | -28.3% | 808,360 | -28.6% | 0.01% | -35.7% |
| Q2 2013 | $13,090,000 | – | 1,131,379 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Simcoe Capital Management, LLC | 3,569,539 | $8,317,000 | 2.55% |
| ArrowMark Colorado Holdings LLC | 18,720,178 | $43,618,000 | 0.57% |
| BlueMar Capital Management, LLC | 358,540 | $835,000 | 0.38% |
| Leap Investments LP | 81,000 | $189,000 | 0.28% |
| Spark Investment Management LLC | 176,995 | $412,000 | 0.22% |
| Tidal Investments LLC | 305,277 | $711,000 | 0.21% |
| Teza Capital Management LLC | 25,398 | $59,000 | 0.19% |
| TimesSquare Capital Management, LLC | 4,951,708 | $11,537,000 | 0.14% |
| CSat Investment Advisory, L.P. | 260,853 | $608,000 | 0.13% |
| SANTA MONICA PARTNERS LP | 52,766 | $123,000 | 0.13% |