WT — WISDOMTREE INVTS INC

Ownership history in HM PAYSON & CO  ·  24 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO 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
0.01% (2019 Q2)
Avg. % of fund
0.0%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 500 -1,000 -66.7% 0.00% $7K $13.84
2025 Q1 UNCHANGED 1,500 — 0% 0.00% $13K $8.83
2024 Q4 UNCHANGED 1,500 — 0% 0.00% $16K $10.37
2024 Q3 UNCHANGED 1,500 — 0% 0.00% $15K $9.83
2024 Q2 UNCHANGED 1,500 — 0% 0.00% $15K $9.73
2024 Q1 UNCHANGED 1,500 — 0% 0.00% $14K $8.99
2023 Q4 UNCHANGED 1,500 — 0% 0.00% $10K $6.75
2023 Q3 UNCHANGED 1,500 — 0% 0.00% $10K $6.79
2023 Q2 UNCHANGED 1,500 — 0% 0.00% $10K $6.62
2023 Q1 REDUCED 1,500 -1,000 -40.0% 0.00% $9K $5.63
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% of Fund (quarterly)    WT price (monthly, adj. close)

Other funds also holding WT

As of 2025 Q4 — sorted by position size

Simcoe Capital Management, LLC 3Y 7Y 11.46% Azora Capital LP 3Y 7Y 4.72% Crawford Fund Management, LLC 1.99% Intrinsic Edge Capital Management LLC 3Y 7Y 1.26% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.12% ArrowMark Colorado Holdings LLC 3Y 7Y 0.65% nVerses Capital, LLC 0.47% Invenomic Capital Management LP 3Y 0.46% SMH CAPITAL ADVISORS INC 3Y 7Y 0.44% Wakefield Asset Management LLLP 3Y 7Y 0.35%
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