Security Name: WISDOMTREE INC
Ticker: WT
Security Type: EQU
Exchange: US
CUSIP: 97717P104

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $1.16B - 224 -
2024-09-30 $1.23B +5.8% 232 +3.6%
2024-12-31 $1.36B +10.3% 244 +5.2%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
AZORA CAPITAL LP $111.1M 10,576K 5.0%
PHASE 2 PARTNERS, LLC $6.2M 591K 4.7%
CAITLIN JOHN, LLC $1.8M 176K 1.2%
CRAWFORD FUND MANAGEMENT, LLC $5.9M 559K 1.0%
SRN ADVISORS, LLC $1.1M 106K 1.0%
ARROWMARK COLORADO HOLDINGS LLC $52.2M 4,971K 0.7%
NICHOLAS INVESTMENT PARTNERS, LP $7.6M 726K 0.7%
BOSUN ASSET MANAGEMENT, LLC $1.5M 142K 0.7%
INTEGRATED QUANTITATIVE INVESTMENTS LLC $1.3M 123K 0.6%
JACKSON CREEK INVESTMENT ADVISORS LLC $1.8M 175K 0.6%
SMH CAPITAL ADVISORS INC $0.2M 17K 0.4%
WAKEFIELD ASSET MANAGEMENT LLLP $1.0M 98K 0.4%
OLYMPIAD RESEARCH LP $0.2M 22K 0.3%
CAAS CAPITAL MANAGEMENT LP $1.4M 129K 0.2%
EDGESTREAM PARTNERS, L.P. $4.9M 468K 0.2%
KORNITZER CAPITAL MANAGEMENT INC /KS $9.6M 917K 0.2%
CORTON CAPITAL INC. $0.3M 28K 0.2%
ROTHSCHILD INVESTMENT LLC $2.6M 244K 0.2%
ENTRYPOINT CAPITAL, LLC $0.3M 29K 0.1%
KENNEDY CAPITAL MANAGEMENT LLC $5.7M 545K 0.1%
TOBAM $0.4M 38K 0.1%
ALPHAQUEST LLC $0.8M 80K 0.1%
JAMES INVESTMENT RESEARCH, INC. $0.9M 86K 0.1%
GLOBEFLEX CAPITAL L P $1.3M 120K 0.1%
PHARVISION ADVISERS, LLC $0.1M 11K 0.1%

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Ticker Exchange Security Similarity Score Common Holders Total Holders
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