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
Download as csvQuarterly 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 |
More positions owned by Captrust Financial Advisors
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