TCI Wealth Advisors, Inc. - WISDOMTREE INVTS INC ownership

WISDOMTREE INVTS INC's ticker is WETF and the CUSIP is 97717P104. A total of 157 filers reported holding WISDOMTREE INVTS INC in Q3 2022. The put-call ratio across all filers is 1.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of WISDOMTREE INVTS INC
ValueSharesWeighting
Q1 2023$5,526
+7.5%
9430.0%0.00%0.0%
Q4 2022$5,139
+28.5%
9430.0%0.00%0.0%
Q3 2022$4,000
-20.0%
9430.0%0.00%0.0%
Q2 2022$5,000
-16.7%
9430.0%0.00%0.0%
Q1 2022$6,000
-40.0%
943
-42.3%
0.00%0.0%
Q4 2021$10,000
+11.1%
1,634
+3.2%
0.00%0.0%
Q3 2021$9,000
+12.5%
1,584
+28.2%
0.00%0.0%
Q2 2021$8,000
+33.3%
1,236
+31.1%
0.00%
-66.7%
Q1 2021$6,000
+20.0%
9430.0%0.00%
+50.0%
Q4 2020$5,000
+66.7%
9430.0%0.00%
+100.0%
Q3 2020$3,000
+50.0%
943
+33.9%
0.00%0.0%
Q2 2020$2,000
+100.0%
704
+472.4%
0.00%
Q2 2019$1,0000.0%1230.0%0.00%
Q1 2019$1,0000.0%1230.0%0.00%
Q4 2018$1,0000.0%123
+127.8%
0.00%
-100.0%
Q1 2016$1,000540.00%
Other shareholders
WISDOMTREE INVTS INC shareholders Q3 2022
NameSharesValueWeighting ↓
Guinness Atkinson Asset Management Inc 669,940$6,813,0004.43%
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 1,743,385$17,730,0002.76%
Philadelphia Financial Management of San Francisco, LLC 1,398,188$14,220,0002.55%
CONTINENTAL ADVISORS LLC 485,700$4,940,0001.12%
ArrowMark Colorado Holdings LLC 8,199,724$83,391,0001.03%
Granite Investment Partners, LLC 1,363,177$13,863,0000.94%
Guinness Asset Management LTD 354,530$3,606,0000.76%
BlueMar Capital Management, LLC 119,400$1,214,0000.70%
Hodges Capital Management Inc. 1,007,802$10,249,0000.61%
New England Research & Management, Inc. 72,450$737,0000.54%
View complete list of WISDOMTREE INVTS INC shareholders