WISDOMTREE INVTS INC's ticker is WETF and the CUSIP is 97717P104. A total of 3 filers reported holding WISDOMTREE INVTS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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- 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 | $226,718 | -14.2% | 32,296 | -15.6% | 0.00% | – |
| Q2 2023 | $264,178 | +26.1% | 38,274 | +6.0% | 0.00% | – |
| Q1 2023 | $209,455 | -32.8% | 36,113 | -39.0% | 0.00% | – |
| Q4 2022 | $311,530 | +0.5% | 59,226 | -8.9% | 0.00% | -100.0% |
| Q3 2022 | $310,000 | +25.5% | 65,045 | +32.5% | 0.00% | – |
| Q2 2022 | $247,000 | -22.3% | 49,077 | -9.1% | 0.00% | – |
| Q1 2022 | $318,000 | -13.1% | 53,994 | -9.4% | 0.00% | – |
| Q4 2021 | $366,000 | -7.1% | 59,605 | -13.6% | 0.00% | – |
| Q3 2021 | $394,000 | -27.6% | 69,005 | -21.4% | 0.00% | -100.0% |
| Q2 2021 | $544,000 | -9.0% | 87,738 | -8.4% | 0.00% | 0.0% |
| Q1 2021 | $598,000 | +16.6% | 95,828 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $513,000 | +7.1% | 95,828 | -35.2% | 0.00% | 0.0% |
| Q3 2020 | $479,000 | -6.6% | 147,980 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $513,000 | +307.1% | 147,980 | +172.9% | 0.00% | – |
| Q1 2020 | $126,000 | -6.0% | 54,218 | +94.9% | 0.00% | – |
| Q4 2019 | $134,000 | -8.2% | 27,825 | -0.4% | 0.00% | – |
| Q3 2019 | $146,000 | -2.7% | 27,950 | +31.2% | 0.00% | – |
| Q1 2019 | $150,000 | +41.5% | 21,305 | +34.5% | 0.00% | – |
| Q4 2018 | $106,000 | +10.4% | 15,837 | +41.2% | 0.00% | – |
| Q3 2018 | $96,000 | -69.1% | 11,216 | -66.9% | 0.00% | – |
| Q1 2018 | $311,000 | +20.1% | 33,887 | +46.1% | 0.00% | -100.0% |
| Q4 2016 | $259,000 | – | 23,187 | – | 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% |