WT WISDOMTREE INVTS INC

Ownership history in Azora Capital LP  ·  23 quarters on record

This page tracks every 13F SEC filing in which Azora Capital LP reported a position in WISDOMTREE INVTS INC (WT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.98% (2022 Q2)
Avg. % of fund
4.56%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,150,111 +521,179 +9.3% 4.72% $75.0M $12.17
2025 Q3 REDUCED 5,628,932 -1,440,928 -20.4% 3.62% $78.2M $13.84
2025 Q2 REDUCED 7,069,860 -1,999,782 -22.0% 3.68% $81.4M $11.43
2025 Q1 REDUCED 9,069,642 -1,506,982 -14.2% 5.49% $80.9M $8.83
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WT price (monthly, adj. close)
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