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%.
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- All filings
- Annual reports (20-F)
- Quarterly reports (6-K)
- Insider transactions
- Shareholder votes
- Significant ownership
- Events
EDGAR links
External links
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450 | +6.1% | 64,542 | +4.0% | 0.00% | – |
| Q2 2023 | $424 | +5.2% | 62,042 | -9.8% | 0.00% | – |
| Q1 2023 | $403 | +22.1% | 68,810 | +13.5% | 0.00% | – |
| Q4 2022 | $330 | -99.8% | 60,603 | +102.0% | 0.00% | – |
| Q3 2022 | $140,000 | -22.7% | 29,995 | -15.8% | 0.00% | – |
| Q2 2022 | $181,000 | -66.3% | 35,620 | -61.1% | 0.00% | – |
| Q1 2022 | $537,000 | -74.7% | 91,587 | -73.6% | 0.00% | – |
| Q4 2021 | $2,122,000 | +283.7% | 347,132 | +255.8% | 0.00% | – |
| Q3 2021 | $553,000 | -15.8% | 97,566 | -8.0% | 0.00% | – |
| Q2 2021 | $657,000 | -35.4% | 106,049 | -34.8% | 0.00% | -100.0% |
| Q1 2021 | $1,017,000 | +40.5% | 162,684 | +20.0% | 0.00% | – |
| Q4 2020 | $724,000 | -6.7% | 135,521 | -44.1% | 0.00% | – |
| Q3 2020 | $776,000 | -2.5% | 242,250 | +5.6% | 0.00% | -100.0% |
| Q2 2020 | $796,000 | +91.3% | 229,425 | +28.6% | 0.00% | – |
| Q1 2020 | $416,000 | -75.0% | 178,448 | -48.0% | 0.00% | -100.0% |
| Q4 2019 | $1,661,000 | -20.0% | 343,330 | -13.6% | 0.00% | 0.0% |
| Q3 2019 | $2,077,000 | -8.1% | 397,376 | +8.5% | 0.00% | 0.0% |
| Q2 2019 | $2,259,000 | -31.2% | 366,267 | -21.2% | 0.00% | -66.7% |
| Q1 2019 | $3,282,000 | +275.5% | 465,018 | +253.9% | 0.00% | – |
| Q4 2018 | $874,000 | -53.1% | 131,392 | -40.2% | 0.00% | -100.0% |
| Q3 2018 | $1,863,000 | +9.5% | 219,661 | +17.3% | 0.00% | 0.0% |
| Q2 2018 | $1,702,000 | -16.2% | 187,332 | -15.5% | 0.00% | -50.0% |
| Q1 2018 | $2,032,000 | -26.6% | 221,631 | +0.6% | 0.00% | 0.0% |
| Q4 2017 | $2,767,000 | +3.1% | 220,413 | -16.4% | 0.00% | -33.3% |
| Q3 2017 | $2,683,000 | -0.8% | 263,625 | -0.9% | 0.00% | 0.0% |
| Q2 2017 | $2,706,000 | +51.6% | 265,973 | +35.3% | 0.00% | +50.0% |
| Q1 2017 | $1,785,000 | -22.3% | 196,533 | -4.8% | 0.00% | 0.0% |
| Q4 2016 | $2,298,000 | +28.1% | 206,374 | +18.3% | 0.00% | 0.0% |
| Q3 2016 | $1,794,000 | +14.3% | 174,445 | +8.9% | 0.00% | 0.0% |
| Q2 2016 | $1,569,000 | +85.0% | 160,252 | +107.7% | 0.00% | +100.0% |
| Q1 2016 | $848,000 | -63.1% | 77,143 | -49.6% | 0.00% | -66.7% |
| Q4 2015 | $2,299,000 | -43.7% | 153,172 | -40.0% | 0.00% | -40.0% |
| Q3 2015 | $4,084,000 | -40.2% | 255,197 | -21.6% | 0.01% | -37.5% |
| Q2 2015 | $6,833,000 | +249.7% | 325,336 | +249.8% | 0.01% | +300.0% |
| Q1 2015 | $1,954,000 | -79.3% | 93,019 | -85.2% | 0.00% | -77.8% |
| Q4 2014 | $9,430,000 | +22900.0% | 628,649 | +16781.0% | 0.01% | – |
| Q3 2014 | $41,000 | -95.2% | 3,724 | -94.7% | 0.00% | -100.0% |
| Q2 2014 | $847,000 | +1498.1% | 70,665 | +1619.8% | 0.00% | – |
| Q1 2014 | $53,000 | -73.8% | 4,109 | -65.4% | 0.00% | – |
| Q4 2013 | $202,000 | +13.5% | 11,889 | -26.7% | 0.00% | – |
| Q3 2013 | $178,000 | -74.5% | 16,224 | -73.1% | 0.00% | -100.0% |
| Q2 2013 | $698,000 | – | 60,347 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Azora Capital LP | 7,525,044 | $52,675,308 | 5.63% |
| Phase 2 Partners, LLC | 905,176 | $6,336,232 | 2.80% |
| CAPITAL MANAGEMENT CORP /VA | 859,017 | $6,013,122 | 1.36% |
| ArrowMark Colorado Holdings LLC | 14,289,839 | $100,028,873 | 1.22% |
| Yorktown Management & Research Co Inc | 65,300 | $457,100 | 0.51% |
| Tidal Investments LLC | 1,574,612 | $11,022,284 | 0.34% |
| Wakefield Asset Management LLLP | 105,099 | $735,693 | 0.33% |
| SMH CAPITAL ADVISORS INC | 18,554 | $130,000 | 0.30% |
| Olympiad Research LP | 34,494 | $241,458 | 0.24% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 201,992 | $1,413,944 | 0.23% |