BerganKDV Wealth Management, LLC - WISDOMTREE INVTS INC ownership

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%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of WISDOMTREE INVTS INC
ValueSharesWeighting
Q3 2018$0
-100.0%
0
-100.0%
0.00%
Q2 2018$1,0001240.00%
Other shareholders
WISDOMTREE INVTS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Impact Advisors, LLC 965,781$3,351,0001.12%
ArrowMark Colorado Holdings LLC 20,693,048$71,805,0000.74%
BlueMar Capital Management, LLC 386,967$1,343,0000.39%
Spark Investment Management LLC 28,100$97,0000.36%
GSA CAPITAL PARTNERS LLP 86,317$300,0000.17%
HEARTLAND ADVISORS INC 500,000$1,735,0000.15%
TimesSquare Capital Management, LLC 4,326,000$15,011,0000.14%
Tidal Investments LLC 299,640$1,039,0000.14%
CSat Investment Advisory, L.P. 255,183$885,0000.11%
SMH CAPITAL ADVISORS INC 14,180$49,0000.10%
View complete list of WISDOMTREE INVTS INC shareholders