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WisdomTree Investments shares owned by Cooper Financial Group

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Cooper Financial Group from 13F filings

Historical chart of Cooper Financial Group investment in WisdomTree Investments

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All positions including WisdomTree Investments held by Cooper Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 12k 13.90
2025-06-30 $138k 12k 11.51
2025-03-31 $102k 11k 8.92
2024-12-31 $111k 11k 10.50

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