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%.
Links
Filings
- All filings
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Insider transactions
- Shareholder votes
- Significant ownership
- Events
EDGAR links
External links
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,530 | +3.1% | 9,790 | +1.0% | 0.00% | – |
| Q2 2023 | $66,487 | +20.2% | 9,692 | +2.7% | 0.00% | – |
| Q1 2023 | $55,324 | +9.0% | 9,441 | +1.4% | 0.00% | – |
| Q4 2022 | $50,762 | +18.1% | 9,314 | +1.1% | 0.00% | – |
| Q3 2022 | $43,000 | -8.5% | 9,217 | -2.7% | 0.00% | – |
| Q2 2022 | $47,000 | -16.1% | 9,470 | -0.7% | 0.00% | – |
| Q1 2022 | $56,000 | -1.8% | 9,532 | -0.6% | 0.00% | – |
| Q4 2021 | $57,000 | +3.6% | 9,588 | -1.8% | 0.00% | – |
| Q3 2021 | $55,000 | -6.8% | 9,768 | +2.7% | 0.00% | – |
| Q2 2021 | $59,000 | +1.7% | 9,508 | +1.2% | 0.00% | – |
| Q1 2021 | $58,000 | +18.4% | 9,397 | +3.0% | 0.00% | – |
| Q4 2020 | $49,000 | +122.7% | 9,119 | +30.5% | 0.00% | – |
| Q3 2020 | $22,000 | -64.5% | 6,990 | -61.6% | 0.00% | – |
| Q2 2020 | $62,000 | +12.7% | 18,186 | -22.3% | 0.00% | – |
| Q1 2020 | $55,000 | -47.1% | 23,412 | +9.2% | 0.00% | – |
| Q4 2019 | $104,000 | +11.8% | 21,442 | +19.5% | 0.00% | – |
| Q3 2019 | $93,000 | -27.3% | 17,936 | -14.1% | 0.00% | – |
| Q2 2019 | $128,000 | -17.9% | 20,876 | -5.2% | 0.00% | – |
| Q1 2019 | $156,000 | +20.9% | 22,030 | +13.5% | 0.00% | – |
| Q4 2018 | $129,000 | -23.7% | 19,405 | -2.5% | 0.00% | – |
| Q3 2018 | $169,000 | -16.3% | 19,910 | -11.1% | 0.00% | – |
| Q2 2018 | $202,000 | +3.1% | 22,385 | +4.9% | 0.00% | – |
| Q1 2018 | $196,000 | -26.6% | 21,344 | +0.6% | 0.00% | – |
| Q4 2017 | $267,000 | +23.0% | 21,214 | -0.3% | 0.00% | – |
| Q3 2017 | $217,000 | +8.0% | 21,276 | +8.1% | 0.00% | – |
| Q2 2017 | $201,000 | +15.5% | 19,688 | +3.5% | 0.00% | – |
| Q1 2017 | $174,000 | -38.7% | 19,020 | -25.2% | 0.00% | – |
| Q4 2016 | $284,000 | -6.0% | 25,429 | -13.3% | 0.00% | – |
| Q3 2016 | $302,000 | +21.8% | 29,328 | +15.3% | 0.00% | – |
| Q2 2016 | $248,000 | -27.1% | 25,435 | -14.5% | 0.00% | – |
| Q1 2016 | $340,000 | +44.7% | 29,760 | +98.4% | 0.00% | – |
| Q4 2015 | $235,000 | +4.4% | 15,003 | +7.5% | 0.00% | – |
| Q3 2015 | $225,000 | -38.5% | 13,960 | -16.2% | 0.00% | – |
| Q2 2015 | $366,000 | -26.8% | 16,659 | -28.5% | 0.00% | -100.0% |
| Q1 2015 | $500,000 | +122.2% | 23,285 | +61.9% | 0.00% | – |
| Q4 2014 | $225,000 | +8.7% | 14,381 | -20.8% | 0.00% | – |
| Q3 2014 | $207,000 | -77.9% | 18,147 | -76.1% | 0.00% | -100.0% |
| Q2 2014 | $936,000 | -17.9% | 75,789 | -12.7% | 0.00% | 0.0% |
| Q1 2014 | $1,140,000 | -13.5% | 86,837 | +16.7% | 0.00% | -50.0% |
| Q4 2013 | $1,318,000 | +53.1% | 74,419 | +0.4% | 0.00% | +100.0% |
| Q3 2013 | $861,000 | +0.6% | 74,155 | +0.2% | 0.00% | 0.0% |
| Q2 2013 | $856,000 | – | 74,019 | – | 0.00% | – |
Download | ||||||
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% |