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
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Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,976 | +4.6% | 74,568 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $499,182 | +17.0% | 72,767 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $426,608 | +8.3% | 72,800 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $393,986 | +15.5% | 72,291 | -0.7% | 0.00% | +50.0% |
| Q3 2022 | $341,000 | -6.3% | 72,813 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $364,000 | -17.5% | 71,873 | -4.4% | 0.00% | 0.0% |
| Q1 2022 | $441,000 | -9.8% | 75,184 | -5.9% | 0.00% | 0.0% |
| Q4 2021 | $489,000 | +4.5% | 79,914 | -3.1% | 0.00% | 0.0% |
| Q3 2021 | $468,000 | -14.0% | 82,452 | -6.1% | 0.00% | 0.0% |
| Q2 2021 | $544,000 | -3.7% | 87,790 | -3.0% | 0.00% | 0.0% |
| Q1 2021 | $565,000 | +15.8% | 90,465 | -0.8% | 0.00% | 0.0% |
| Q4 2020 | $488,000 | +62.7% | 91,199 | -2.6% | 0.00% | +100.0% |
| Q3 2020 | $300,000 | -13.8% | 93,616 | -6.6% | 0.00% | -50.0% |
| Q2 2020 | $348,000 | +65.7% | 100,229 | +11.1% | 0.00% | +100.0% |
| Q1 2020 | $210,000 | -54.2% | 90,217 | -4.8% | 0.00% | -50.0% |
| Q4 2019 | $459,000 | -9.6% | 94,776 | -2.4% | 0.00% | 0.0% |
| Q3 2019 | $508,000 | -16.2% | 97,135 | -1.1% | 0.00% | 0.0% |
| Q2 2019 | $606,000 | -3.0% | 98,177 | +11.0% | 0.00% | 0.0% |
| Q1 2019 | $625,000 | +3.6% | 88,483 | -2.4% | 0.00% | 0.0% |
| Q4 2018 | $603,000 | -22.5% | 90,698 | -1.2% | 0.00% | -33.3% |
| Q3 2018 | $778,000 | -4.9% | 91,773 | +1.9% | 0.00% | 0.0% |
| Q2 2018 | $818,000 | +21.0% | 90,043 | +22.1% | 0.00% | +50.0% |
| Q1 2018 | $676,000 | -41.3% | 73,752 | -19.6% | 0.00% | -50.0% |
| Q4 2017 | $1,151,000 | +23.8% | 91,681 | +0.4% | 0.00% | +33.3% |
| Q3 2017 | $930,000 | +5.9% | 91,317 | +5.8% | 0.00% | 0.0% |
| Q2 2017 | $878,000 | -67.5% | 86,312 | -71.0% | 0.00% | -70.0% |
| Q1 2017 | $2,698,000 | -14.7% | 297,186 | +4.7% | 0.01% | -16.7% |
| Q4 2016 | $3,162,000 | -99.9% | 283,830 | -0.2% | 0.01% | 0.0% |
| Q3 2016 | $2,926,929,000 | +6.1% | 284,444 | +0.9% | 0.01% | 0.0% |
| Q2 2016 | $2,758,979,000 | -15.0% | 281,816 | -0.7% | 0.01% | -7.7% |
| Q1 2016 | $3,245,000,000 | -27.6% | 283,908 | -0.7% | 0.01% | -27.8% |
| Q4 2015 | $4,482,000,000 | +95140.1% | 285,855 | -2.0% | 0.02% | -14.3% |
| Q3 2015 | $4,706,000 | -99.9% | 291,749 | +1.5% | 0.02% | -16.0% |
| Q2 2015 | $6,316,102,000 | +331.6% | 287,553 | +321.7% | 0.02% | +316.7% |
| Q1 2015 | $1,463,400,000 | +36.9% | 68,192 | 0.0% | 0.01% | +20.0% |
| Q4 2014 | $1,068,910,000 | +32.6% | 68,192 | -3.8% | 0.01% | +25.0% |
| Q3 2014 | $806,296,000 | -10.3% | 70,852 | -2.5% | 0.00% | 0.0% |
| Q2 2014 | $898,634,000 | +0.3% | 72,705 | +6.4% | 0.00% | 0.0% |
| Q1 2014 | $896,214,000 | -29.4% | 68,309 | -4.7% | 0.00% | -33.3% |
| Q4 2013 | $1,269,541,000 | +62.4% | 71,685 | +6.5% | 0.01% | +50.0% |
| Q3 2013 | $781,794,000 | +67.5% | 67,338 | +66.9% | 0.00% | +33.3% |
| Q2 2013 | $466,780,000 | – | 40,344 | – | 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% |