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WisdomTree Investments shares owned by Caption Management

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Caption Management from 13F filings

Historical chart of Caption Management investment in WisdomTree Investments

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All positions including WisdomTree Investments held by Caption Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by Caption Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 39k 13.90
2025-06-30 $288k 25k 11.51
2025-03-31 $223k 25k 8.92
2024-12-31 $263k 25k 10.50
2019-12-31 $653k 135k 4.84
2019-09-30 $705k 135k 5.22