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WisdomTree Investments shares owned by SummitTX Capital

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

Historical chart of SummitTX Capital investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Investments by SummitTX Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $873k 63k 13.90
2025-06-30 $954k 83k 11.51
2025-03-31 $942k 106k 8.92