Csm Advisors, LLC Wisdom Tree Investments, Inc. Transaction History
Csm Advisors, LLC
- $3.58 Billion
- Q3 2025
A detailed history of Csm Advisors, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Csm Advisors, LLC holds 505,532 shares of WETF stock, worth $2.76 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
505,532
Previous 523,895
3.51%
Holding current value
$2.76 Million
Previous $6.03 Million
16.57%
% of portfolio
0.2%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding WETF
# of Institutions
287Shares Held
142MCall Options Held
583KPut Options Held
41.3K-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.6MShares$79.5 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA9.67MShares$52.8 Million0.01% of portfolio
-
Azora Capital LP Miami, FL5.63MShares$30.7 Million1.64% of portfolio
-
State Street Corp Boston, MA5.32MShares$29 Million0.0% of portfolio
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...