A detailed history of Srs Capital Advisors, Inc. transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 2,032 shares of WETF stock, worth $11,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,032
Previous 3,743 45.71%
Holding current value
$11,094
Previous $20,000 45.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
N/A
-1,711 Reduced 45.71%
2,032 $11,000
Q2 2025

Aug 12, 2025

BUY
N/A
3,669 Added 4958.11%
3,743 $20,000
Q1 2025

May 14, 2025

BUY
N/A
74 New
74 $0
Q2 2024

Aug 06, 2024

BUY
N/A
187 New
187 $1,000

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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