A detailed history of Charles Schwab Investment Management Inc transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,064,849 shares of WETF stock, worth $5.81 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,064,849
Previous 1,008,036 5.64%
Holding current value
$5.81 Million
Previous $5.5 Million 5.65%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
N/A
56,813 Added 5.64%
1,064,849 $5.81 Million
Q4 2023

Feb 06, 2024

SELL
N/A
-5,022 Reduced 0.5%
1,008,036 $5.5 Million
Q3 2023

Nov 08, 2023

BUY
N/A
48,187 Added 4.99%
1,013,058 $5.53 Million
Q2 2023

Aug 09, 2023

BUY
N/A
46,756 Added 5.09%
964,871 $5.27 Million
Q1 2023

May 11, 2023

SELL
$5.46 - $5.57 $2.93 Million - $2.99 Million
-536,453 Reduced 36.88%
918,115 $5.01 Million
Q4 2022

Feb 13, 2023

BUY
$0.0 - $5.54 $0 - $129,386
23,355 Added 1.63%
1,454,568 $7.93 Million
Q3 2022

Nov 14, 2022

BUY
$4.68 - $5.46 $263,264 - $307,141
56,253 Added 4.09%
1,431,213 $6.7 Million
Q2 2022

Aug 15, 2022

BUY
$4.98 - $6.29 $204,752 - $258,613
41,115 Added 3.08%
1,374,960 $6.97 Million
Q1 2022

May 13, 2022

BUY
$5.16 - $6.49 $148,798 - $187,152
28,837 Added 2.21%
1,333,845 $7.83 Million
Q4 2021

Feb 11, 2022

SELL
$5.42 - $6.86 $37,972 - $48,061
-7,006 Reduced 0.53%
1,305,008 $7.99 Million
Q3 2021

Nov 16, 2021

SELL
$5.55 - $6.55 $75,352 - $88,929
-13,577 Reduced 1.02%
1,312,014 $7.44 Million
Q2 2021

Aug 16, 2021

SELL
$6.15 - $7.27 $124,531 - $147,210
-20,249 Reduced 1.5%
1,325,591 $8.22 Million
Q1 2021

May 17, 2021

BUY
$5.26 - $6.36 $110,943 - $134,145
21,092 Added 1.59%
1,345,840 $8.41 Million
Q4 2020

Feb 16, 2021

BUY
$3.25 - $5.51 $33,634 - $57,022
10,349 Added 0.79%
1,324,748 $7.09 Million
Q3 2020

Nov 13, 2020

SELL
$3.09 - $4.29 $185,106 - $256,992
-59,905 Reduced 4.36%
1,314,399 $4.21 Million
Q2 2020

Aug 14, 2020

BUY
$2.27 - $3.77 $83,538 - $138,739
36,801 Added 2.75%
1,374,304 $4.77 Million
Q1 2020

May 15, 2020

BUY
$2.04 - $5.15 $213,065 - $537,886
104,444 Added 8.47%
1,337,503 $3.12 Million
Q4 2019

Feb 07, 2020

BUY
$4.57 - $5.37 $745,097 - $875,530
163,041 Added 15.24%
1,233,059 $5.97 Million
Q3 2019

Nov 08, 2019

BUY
$4.62 - $6.46 $715,125 - $999,936
154,789 Added 16.91%
1,070,018 $5.59 Million
Q2 2019

Aug 09, 2019

BUY
$6.01 - $7.86 $858,480 - $1.12 Million
142,842 Added 18.49%
915,229 $5.65 Million
Q1 2019

May 14, 2019

BUY
$5.93 - $7.99 $770,016 - $1.04 Million
129,851 Added 20.21%
772,387 $5.45 Million
Q4 2018

Feb 14, 2019

SELL
$6.18 - $8.4 $15,925 - $21,646
-2,577 Reduced 0.4%
642,536 $4.27 Million
Q3 2018

Nov 13, 2018

BUY
$7.83 - $9.68 $274,488 - $339,342
35,056 Added 5.75%
645,113 $5.47 Million
Q2 2018

Aug 08, 2018

BUY
$8.72 - $11.66 $386,923 - $517,377
44,372 Added 7.84%
610,057 $5.54 Million
Q1 2018

May 07, 2018

BUY
$8.94 - $13.23 $150,209 - $222,290
16,802 Added 3.06%
565,685 $5.19 Million
Q4 2017

Jan 17, 2018

BUY
$10.27 - $12.66 $936,449 - $1.15 Million
91,183 Added 19.92%
548,883 $6.89 Million
Q3 2017

Nov 13, 2017

BUY
$8.76 - $10.57 $4.01 Million - $4.84 Million
457,700
457,700 $4.66 Million

Others Institutions Holding WETF

About WisdomTree Investments, Inc.


  • Ticker WETF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 146,584,992
  • Market Cap $800M
  • Description
  • WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...
More about WETF
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