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
External links
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,481 | +1.2% | 14,748 | -2.1% | 0.00% | – |
| Q2 2023 | $105,182 | +23.0% | 15,069 | -3.6% | 0.00% | – |
| Q4 2022 | $85,524 | +14.0% | 15,635 | 0.0% | 0.00% | – |
| Q3 2022 | $75,000 | -12.8% | 15,635 | -0.7% | 0.00% | – |
| Q2 2022 | $86,000 | -54.7% | 15,740 | -52.7% | 0.00% | – |
| Q1 2022 | $190,000 | -46.5% | 33,310 | -42.1% | 0.00% | – |
| Q4 2021 | $355,000 | +56.4% | 57,577 | +47.1% | 0.00% | – |
| Q3 2021 | $227,000 | -14.3% | 39,134 | -2.3% | 0.00% | – |
| Q2 2021 | $265,000 | +31.2% | 40,055 | +28.8% | 0.00% | – |
| Q1 2021 | $202,000 | +4.1% | 31,099 | -13.9% | 0.00% | – |
| Q4 2020 | $194,000 | +312.8% | 36,107 | +183.2% | 0.00% | – |
| Q3 2020 | $47,000 | -21.7% | 12,750 | -28.5% | 0.00% | – |
| Q2 2020 | $60,000 | +2900.0% | 17,830 | +1534.3% | 0.00% | – |
| Q1 2020 | $2,000 | -97.6% | 1,091 | -93.6% | 0.00% | – |
| Q4 2019 | $84,000 | +1.2% | 17,170 | +7.1% | 0.00% | – |
| Q3 2019 | $83,000 | -29.1% | 16,037 | -16.4% | 0.00% | – |
| Q2 2019 | $117,000 | +129.4% | 19,179 | +166.3% | 0.00% | – |
| Q1 2019 | $51,000 | -49.0% | 7,203 | -51.8% | 0.00% | – |
| Q4 2018 | $100,000 | -41.2% | 14,936 | -25.3% | 0.00% | – |
| Q3 2018 | $170,000 | -48.2% | 20,006 | -44.4% | 0.00% | – |
| Q2 2018 | $328,000 | -56.4% | 35,985 | -56.1% | 0.00% | -100.0% |
| Q1 2018 | $752,000 | -27.3% | 81,981 | -0.6% | 0.00% | 0.0% |
| Q4 2017 | $1,035,000 | +42.4% | 82,465 | +15.4% | 0.00% | 0.0% |
| Q3 2017 | $727,000 | +43.1% | 71,437 | +42.7% | 0.00% | – |
| Q2 2017 | $508,000 | +12.6% | 50,078 | +0.7% | 0.00% | – |
| Q1 2017 | $451,000 | +333.7% | 49,722 | +427.4% | 0.00% | – |
| Q4 2016 | $104,000 | +121.3% | 9,428 | +106.1% | 0.00% | – |
| Q3 2016 | $47,000 | +161.1% | 4,574 | +143.6% | 0.00% | – |
| Q2 2016 | $18,000 | -18.2% | 1,878 | -5.0% | 0.00% | – |
| Q1 2016 | $22,000 | -37.1% | 1,976 | -12.5% | 0.00% | – |
| Q4 2015 | $35,000 | +52.2% | 2,257 | +63.0% | 0.00% | – |
| Q3 2015 | $23,000 | -84.4% | 1,385 | -79.3% | 0.00% | – |
| Q2 2015 | $147,000 | +2.1% | 6,700 | 0.0% | 0.00% | – |
| Q1 2015 | $144,000 | -3.4% | 6,700 | -29.6% | 0.00% | – |
| Q4 2014 | $149,000 | +4.9% | 9,519 | -24.0% | 0.00% | – |
| Q3 2014 | $142,000 | -26.4% | 12,519 | -19.8% | 0.00% | – |
| Q2 2014 | $193,000 | -87.6% | 15,609 | -86.8% | 0.00% | -100.0% |
| Q1 2014 | $1,554,000 | +108.9% | 118,533 | +182.1% | 0.00% | +100.0% |
| Q4 2013 | $744,000 | +71.0% | 42,023 | +11.8% | 0.00% | 0.0% |
| Q3 2013 | $435,000 | -0.5% | 37,604 | -0.6% | 0.00% | 0.0% |
| Q2 2013 | $437,000 | – | 37,814 | – | 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% |