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WisdomTree Investments shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Investments by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $92k 13k 6.93
2023-09-30 $95k 14k 7.00
2023-06-30 $87k 13k 6.86
2023-03-31 $76k 13k 5.86
2022-09-30 $62k 13k 4.72
2022-06-30 $69k 14k 5.06
2022-03-31 $81k 14k 5.85
2021-12-31 $60k 9.8k 6.13
2021-09-30 $56k 9.9k 5.64
2021-06-30 $84k 14k 6.19
2021-03-31 $85k 14k 6.27
2020-12-31 $20k 3.8k 5.30
2020-06-30 $12k 3.5k 3.43
2019-09-30 $5.0k 1.0k 5.00
2019-06-30 $6.0k 1.0k 6.00
2019-03-31 $7.0k 1.0k 7.00