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 | $481,775 | +9.9% | 68,825 | +7.7% | 0.00% | 0.0% |
| Q2 2023 | $438,237 | +17.1% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $374,354 | +7.5% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $348,162 | +16.4% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $299,000 | -7.7% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $324,000 | -13.6% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $375,000 | -4.1% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $391,000 | +8.0% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $362,000 | -8.6% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $396,000 | -0.8% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $399,000 | +16.7% | 63,883 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $342,000 | +67.6% | 63,883 | 0.0% | 0.00% | – |
| Q3 2020 | $204,000 | -8.1% | 63,883 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $222,000 | +49.0% | 63,883 | 0.0% | 0.00% | – |
| Q1 2020 | $149,000 | -52.1% | 63,883 | -0.5% | 0.00% | -100.0% |
| Q4 2019 | $311,000 | -7.2% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $335,000 | -15.4% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $396,000 | -12.6% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $453,000 | +6.1% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $427,000 | -21.5% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $544,000 | -6.7% | 64,173 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $583,000 | -0.9% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $588,000 | -27.0% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $805,000 | +23.3% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $653,000 | 0.0% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $653,000 | +12.0% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $583,000 | -18.5% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $715,000 | +8.3% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $660,000 | +5.1% | 64,173 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $628,000 | -14.3% | 64,173 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $733,000 | -27.1% | 64,173 | 0.0% | 0.00% | -25.0% |
| Q4 2015 | $1,006,000 | +3.0% | 64,173 | +6.0% | 0.00% | 0.0% |
| Q3 2015 | $977,000 | -25.4% | 60,561 | +1.6% | 0.00% | -20.0% |
| Q2 2015 | $1,310,000 | +2.4% | 59,621 | 0.0% | 0.01% | +25.0% |
| Q1 2015 | $1,279,000 | +41.8% | 59,621 | +3.7% | 0.00% | +33.3% |
| Q4 2014 | $902,000 | +37.7% | 57,521 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $655,000 | -7.9% | 57,521 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $711,000 | +34.7% | 57,521 | +43.0% | 0.00% | 0.0% |
| Q1 2014 | $528,000 | -24.5% | 40,238 | +1.9% | 0.00% | 0.0% |
| Q4 2013 | $699,000 | +17.9% | 39,488 | -22.8% | 0.00% | 0.0% |
| Q3 2013 | $593,000 | +30.3% | 51,119 | +30.0% | 0.00% | 0.0% |
| Q2 2013 | $455,000 | – | 39,330 | – | 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% |