Wisdomtree Investments shares owned by Joule Financial
Quarter-by-quarter ownership of Wisdomtree Investments shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Wisdomtree Investments
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Investments held by Joule Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Investments by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 23k | 1.31 |
| 2025-06-30 | $26k | 23k | 1.12 |
| 2025-03-31 | $24k | 23k | 1.04 |
| 2024-12-31 | $26k | 23k | 1.13 |
| 2024-09-30 | $26k | 23k | 1.11 |