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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,161 | -7.8% | 20,023 | -9.6% | 0.00% | 0.0% |
| Q2 2023 | $151,990 | +13.1% | 22,156 | -3.4% | 0.00% | 0.0% |
| Q1 2023 | $134,376 | +5.6% | 22,931 | -1.8% | 0.00% | 0.0% |
| Q4 2022 | $127,285 | +22.4% | 23,355 | +5.4% | 0.00% | +100.0% |
| Q3 2022 | $104,000 | +10.6% | 22,163 | +20.1% | 0.00% | 0.0% |
| Q2 2022 | $94,000 | +2.2% | 18,461 | +17.7% | 0.00% | 0.0% |
| Q1 2022 | $92,000 | +1.1% | 15,682 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $91,000 | +11.0% | 14,871 | +2.5% | 0.00% | 0.0% |
| Q3 2021 | $82,000 | -17.2% | 14,513 | -9.0% | 0.00% | 0.0% |
| Q2 2021 | $99,000 | +5.3% | 15,950 | +6.3% | 0.00% | 0.0% |
| Q1 2021 | $94,000 | +27.0% | 15,006 | +8.1% | 0.00% | 0.0% |
| Q4 2020 | $74,000 | +72.1% | 13,886 | +3.1% | 0.00% | 0.0% |
| Q3 2020 | $43,000 | +115.0% | 13,474 | +134.3% | 0.00% | – |
| Q2 2020 | $20,000 | +66.7% | 5,751 | +8.1% | 0.00% | – |
| Q1 2020 | $12,000 | -40.0% | 5,318 | +26.2% | 0.00% | – |
| Q4 2019 | $20,000 | -13.0% | 4,213 | -3.9% | 0.00% | – |
| Q3 2019 | $23,000 | -11.5% | 4,382 | +3.9% | 0.00% | – |
| Q2 2019 | $26,000 | +8.3% | 4,216 | +25.3% | 0.00% | – |
| Q1 2019 | $24,000 | +26.3% | 3,364 | +16.2% | 0.00% | – |
| Q4 2018 | $19,000 | 0.0% | 2,895 | +32.1% | 0.00% | – |
| Q3 2018 | $19,000 | +375.0% | 2,192 | +413.3% | 0.00% | – |
| Q2 2018 | $4,000 | -99.6% | 427 | -99.5% | 0.00% | -100.0% |
| Q4 2016 | $1,040,000 | +20.2% | 93,320 | +11.0% | 0.02% | +17.6% |
| Q3 2016 | $865,000 | +8.1% | 84,074 | +2.9% | 0.02% | 0.0% |
| Q2 2016 | $800,000 | -6.3% | 81,732 | +9.4% | 0.02% | -10.5% |
| Q1 2016 | $854,000 | -26.4% | 74,700 | +1.0% | 0.02% | -26.9% |
| Q4 2015 | $1,160,000 | -5.8% | 73,956 | -3.1% | 0.03% | -10.3% |
| Q3 2015 | $1,231,000 | -22.6% | 76,334 | +5.4% | 0.03% | -17.1% |
| Q2 2015 | $1,590,000 | -4.8% | 72,404 | -46.4% | 0.04% | -10.3% |
| Q2 2014 | $1,670,000 | – | 135,095 | – | 0.04% | – |
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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% |