WISDOMTREE INVTS INC's ticker is WETF and the CUSIP is 97717P104. A total of 189 filers reported holding WISDOMTREE INVTS INC in Q2 2014. The put-call ratio across all filers is 3.33 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
External links
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $972,311 | -16.1% | 138,902 | -17.8% | 0.00% | – |
| Q2 2023 | $1,158,797 | +43.7% | 168,921 | +22.8% | 0.00% | – |
| Q1 2023 | $806,255 | +92.9% | 137,586 | +79.4% | 0.00% | – |
| Q4 2022 | $418,021 | +8.6% | 76,701 | -6.8% | 0.00% | – |
| Q3 2022 | $385,000 | -8.6% | 82,294 | -0.9% | 0.00% | – |
| Q2 2022 | $421,000 | -54.0% | 83,057 | -46.8% | 0.00% | – |
| Q1 2022 | $916,000 | -24.4% | 156,083 | -21.2% | 0.00% | – |
| Q4 2021 | $1,212,000 | +80.6% | 198,046 | +67.3% | 0.00% | – |
| Q3 2021 | $671,000 | -40.3% | 118,366 | -34.7% | 0.00% | – |
| Q2 2021 | $1,124,000 | +8.2% | 181,390 | +9.1% | 0.00% | – |
| Q1 2021 | $1,039,000 | -6.3% | 166,230 | -19.8% | 0.00% | – |
| Q4 2020 | $1,109,000 | +140.6% | 207,324 | +43.6% | 0.00% | – |
| Q3 2020 | $461,000 | -27.2% | 144,331 | -20.8% | 0.00% | – |
| Q2 2020 | $633,000 | +148.2% | 182,192 | +66.7% | 0.00% | – |
| Q1 2020 | $255,000 | -54.7% | 109,285 | -6.0% | 0.00% | – |
| Q4 2019 | $563,000 | -20.5% | 116,273 | -14.2% | 0.00% | – |
| Q3 2019 | $708,000 | -7.7% | 135,463 | +8.9% | 0.00% | – |
| Q2 2019 | $767,000 | -34.9% | 124,369 | -25.6% | 0.00% | – |
| Q1 2019 | $1,179,000 | -7.6% | 167,113 | -12.9% | 0.00% | – |
| Q4 2018 | $1,276,000 | -24.9% | 191,946 | -4.1% | 0.00% | – |
| Q3 2018 | $1,698,000 | -68.2% | 200,154 | -65.9% | 0.00% | -100.0% |
| Q2 2018 | $5,335,000 | -15.6% | 587,537 | -14.8% | 0.00% | 0.0% |
| Q1 2018 | $6,322,000 | -55.9% | 689,528 | -39.7% | 0.00% | -50.0% |
| Q4 2017 | $14,348,000 | +21.7% | 1,143,239 | -1.3% | 0.00% | 0.0% |
| Q3 2017 | $11,786,000 | +3.7% | 1,157,742 | +3.6% | 0.00% | 0.0% |
| Q2 2017 | $11,362,000 | +60.4% | 1,117,232 | +43.2% | 0.00% | +100.0% |
| Q1 2017 | $7,084,000 | -29.1% | 780,135 | -13.1% | 0.00% | -50.0% |
| Q4 2016 | $9,996,000 | +3.5% | 897,301 | -4.4% | 0.00% | 0.0% |
| Q3 2016 | $9,659,000 | -7.2% | 938,667 | -11.7% | 0.00% | 0.0% |
| Q2 2016 | $10,411,000 | +21.1% | 1,063,468 | +41.4% | 0.00% | +33.3% |
| Q1 2016 | $8,598,000 | -17.1% | 752,174 | +13.7% | 0.00% | -25.0% |
| Q4 2015 | $10,375,000 | -11.7% | 661,650 | -9.2% | 0.00% | -20.0% |
| Q3 2015 | $11,749,000 | -23.5% | 728,346 | +4.2% | 0.01% | -16.7% |
| Q2 2015 | $15,359,000 | -16.5% | 699,323 | -18.4% | 0.01% | +50.0% |
| Q1 2015 | $18,394,000 | +100.1% | 857,086 | +46.2% | 0.00% | 0.0% |
| Q4 2014 | $9,191,000 | +22.2% | 586,325 | -11.3% | 0.00% | +33.3% |
| Q3 2014 | $7,521,000 | -6.8% | 660,896 | +1.2% | 0.00% | 0.0% |
| Q2 2014 | $8,073,000 | -13.1% | 653,147 | -7.8% | 0.00% | -25.0% |
| Q1 2014 | $9,290,000 | +198.3% | 708,063 | +302.6% | 0.00% | +300.0% |
| Q4 2013 | $3,114,000 | -36.6% | 175,875 | -58.4% | 0.00% | -50.0% |
| Q3 2013 | $4,908,000 | +90.7% | 423,017 | +90.2% | 0.00% | +100.0% |
| Q2 2013 | $2,574,000 | – | 222,436 | – | 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% |