WisdomTree, Inc. - COMMON STOCK (WT)

CUSIP: 97717P104

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 7 signals
Share change
-2,868,896
Put/Call ratio
18%
SEC-reported price per share
$6.86
Number of holders
178
Value change
-$18,761,579
Number of buys
104
Open additional details 1 more signal available
Number of sells
59
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
142,018,777

Security key

97717P104

Report period

Q2 2023

Institutions

178

Top holders

10

Ownership snapshot

Top reported holders of WT - WisdomTree, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
31 Mar 2023
13F Lead comparable stake: 13% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 13%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock Finance, Inc. 13%
ArrowMark Colorado Holdings LLC 11%
VANGUARD GROUP INC 11%
MASSACHUSETTS FINANCIAL SERVICES ... 6.2%
Azora Capital LP 5.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
13%
$107,325,785
18,314,980 shares
31 Mar 2023
ArrowMark Colorado Holdings LLC
13F
Company
13F
11%
$92,701,584
15,819,383 shares
31 Mar 2023
VANGUARD GROUP INC
13F
Company
13F
11%
$87,396,959
14,914,157 shares
31 Mar 2023
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
13F
6.2%
$51,382,162
8,768,287 shares
31 Mar 2023
Azora Capital LP
13F
Company
13F
5.1%
$42,186,023
7,198,980 shares
31 Mar 2023
STATE STREET CORP
13F
Company
13F
3.1%
$25,956,208
4,429,387 shares
31 Mar 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
178
Shares
105,051,450
Rows available
178
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
145
Q2 2023 holders
178
Holder diff
33
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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