WisdomTree Investments shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in WisdomTree Investments
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Investments held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Investments by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $140k | 10k | 13.90 |
| 2025-06-30 | $142k | 12k | 11.51 |
| 2025-03-31 | $122k | 14k | 8.92 |
| 2024-12-31 | $143k | 14k | 10.50 |
| 2024-09-30 | $136k | 14k | 9.99 |
| 2024-06-30 | $135k | 14k | 9.91 |
| 2024-03-31 | $125k | 14k | 9.19 |
| 2023-12-31 | $94k | 14k | 6.93 |
| 2023-09-30 | $95k | 14k | 7.00 |
| 2023-06-30 | $80k | 12k | 6.86 |
| 2023-03-31 | $68k | 12k | 5.86 |
| 2022-12-31 | $66k | 12k | 5.70 |
| 2022-09-30 | $54k | 12k | 4.63 |
| 2022-06-30 | $59k | 12k | 5.06 |
| 2022-03-31 | $68k | 12k | 5.83 |
| 2021-12-31 | $71k | 12k | 6.09 |
| 2021-09-30 | $66k | 12k | 5.66 |
| 2021-06-30 | $72k | 12k | 6.18 |
| 2021-03-31 | $73k | 12k | 6.26 |
| 2020-12-31 | $62k | 12k | 5.32 |
| 2020-09-30 | $37k | 12k | 3.17 |
| 2020-06-30 | $40k | 12k | 3.43 |
| 2020-03-31 | $27k | 12k | 2.32 |
| 2019-12-31 | $56k | 12k | 4.80 |
| 2019-09-30 | $52k | 9.9k | 5.24 |
| 2019-06-30 | $61k | 9.9k | 6.14 |
| 2019-03-31 | $70k | 9.9k | 7.05 |
| 2018-12-31 | $66k | 9.9k | 6.65 |
| 2018-09-30 | $84k | 9.9k | 8.46 |
| 2018-06-30 | $90k | 9.9k | 9.07 |
| 2018-03-31 | $91k | 9.9k | 9.17 |
| 2017-12-31 | $125k | 9.9k | 12.59 |
| 2017-09-30 | $91k | 9.9k | 9.17 |
| 2017-06-30 | $101k | 9.9k | 10.17 |
| 2017-03-31 | $90k | 9.9k | 9.07 |
| 2016-12-31 | $496k | 45k | 11.15 |
| 2016-09-30 | $458k | 45k | 10.30 |
| 2016-06-30 | $255k | 26k | 9.80 |
| 2016-03-31 | $297k | 26k | 11.42 |
| 2015-12-31 | $408k | 26k | 15.68 |
| 2015-09-30 | $420k | 26k | 16.14 |
| 2015-06-30 | $561k | 26k | 21.98 |
| 2015-03-31 | $207k | 9.6k | 21.46 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors