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WisdomTree Investments shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $687k 56k 12.19
2017-09-30 $277k 27k 10.15
2017-03-31 $137k 15k 9.06

More positions owned by Capstone Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Tesla Motors (TSLA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Advanced Micro Devices (AMD)
Meta Platforms Cl A (META)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capstone Investment Advisors

Top funds holding WisdomTree Investments

BlackRock
FMR
Vanguard Group
Wellington Management Company
Azora Capital
Simcoe Capital Management
State Street Corporation
Dimensional Fund Advisors
Goldman Sachs Group
Invesco
Arrowstreet Capital, Limited Partnership
Geode Capital Management
Capital World Investors
Arrowpoint Asset Management
Massachusetts Financial Services

View all funds holding WisdomTree Investments