Avior Wealth Management, LLC - WISDOMTREE INVTS INC ownership

WISDOMTREE INVTS INC's ticker is WETF and the CUSIP is 97717P104. A total of 146 filers reported holding WISDOMTREE INVTS INC in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE INVTS INC
ValueSharesWeighting
Q3 2023$39,971
+2.1%
5,710
+0.1%
0.00%0.0%
Q2 2023$39,145
+17.1%
5,706
+0.1%
0.00%
+50.0%
Q1 2023$33,415
+7.6%
5,702
+0.1%
0.00%0.0%
Q4 2022$31,052
+19.4%
5,697
+0.1%
0.00%0.0%
Q3 2022$26,000
-7.1%
5,692
+0.1%
0.00%
-33.3%
Q2 2022$28,000
-15.2%
5,687
+0.1%
0.00%0.0%
Q1 2022$33,000
-2.9%
5,682
+0.1%
0.00%0.0%
Q4 2021$34,000
+6.2%
5,677
+0.1%
0.00%0.0%
Q3 2021$32,000
-8.6%
5,673
+0.1%
0.00%
-25.0%
Q2 2021$35,0000.0%5,668
+0.1%
0.00%0.0%
Q1 2021$35,000
+12.9%
5,665
-2.3%
0.00%0.0%
Q4 2020$31,000
+47.6%
5,799
-12.4%
0.00%
+33.3%
Q3 2020$21,000
-4.5%
6,620
+0.2%
0.00%0.0%
Q2 2020$22,000
+46.7%
6,606
+0.3%
0.00%0.0%
Q1 2020$15,000
-53.1%
6,588
-2.0%
0.00%
-40.0%
Q4 2019$32,000
-8.6%
6,721
+0.2%
0.01%
-16.7%
Q3 2019$35,000
-14.6%
6,710
+0.1%
0.01%
-14.3%
Q2 2019$41,000
-12.8%
6,701
+0.1%
0.01%
-30.0%
Q1 2019$47,000
+6.8%
6,692
+0.1%
0.01%
-9.1%
Q4 2018$44,000
-22.8%
6,685
+0.1%
0.01%
-8.3%
Q3 2018$57,000
-6.6%
6,679
+0.1%
0.01%
-14.3%
Q2 2018$61,0000.0%6,672
+0.1%
0.01%0.0%
Q1 2018$61,000
-27.4%
6,668
+0.1%
0.01%
-26.3%
Q4 2017$84,000
+23.5%
6,662
+0.2%
0.02%
-13.6%
Q3 2017$68,000
+1.5%
6,650
+0.2%
0.02%
-18.5%
Q2 2017$67,000
+11.7%
6,635
+0.2%
0.03%
+35.0%
Q1 2017$60,000
-18.9%
6,621
+0.2%
0.02%
-28.6%
Q4 2016$74,000
-2.6%
6,605
-10.6%
0.03%
-6.7%
Q3 2016$76,000
-37.2%
7,392
-35.4%
0.03%
+15.4%
Q2 2016$121,000
+86.2%
11,442
+100.3%
0.03%
-10.3%
Q1 2016$65,0005,7120.03%
Other shareholders
WISDOMTREE INVTS INC shareholders Q1 2023
NameSharesValueWeighting ↓
Azora Capital LP 7,525,044$52,675,3085.63%
Phase 2 Partners, LLC 905,176$6,336,2322.80%
CAPITAL MANAGEMENT CORP /VA 859,017$6,013,1221.36%
ArrowMark Colorado Holdings LLC 14,289,839$100,028,8731.22%
Yorktown Management & Research Co Inc 65,300$457,1000.51%
Tidal Investments LLC 1,574,612$11,022,2840.34%
Wakefield Asset Management LLLP 105,099$735,6930.33%
SMH CAPITAL ADVISORS INC 18,554$130,0000.30%
Olympiad Research LP 34,494$241,4580.24%
ESSEX INVESTMENT MANAGEMENT CO LLC 201,992$1,413,9440.23%
View complete list of WISDOMTREE INVTS INC shareholders