A detailed history of Phase 2 Partners, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Phase 2 Partners, LLC holds 632,513 shares of WETF stock, worth $3.45 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
632,513
Previous 665,395 4.94%
Holding current value
$3.45 Million
Previous $3.63 Million 4.95%
% of portfolio
2.33%
Previous 2.41%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-32,882 Reduced 4.94%
632,513 $3.45 Million
Q2 2024

Aug 14, 2024

SELL
N/A
-553,881 Reduced 45.43%
665,395 $3.63 Million
Q1 2024

May 15, 2024

BUY
N/A
133,528 Added 12.3%
1,219,276 $6.66 Million
Q4 2023

Feb 14, 2024

BUY
N/A
180,572 Added 19.95%
1,085,748 $5.93 Million
Q3 2023

Nov 14, 2023

SELL
N/A
-406,273 Reduced 30.98%
905,176 $4.94 Million
Q2 2023

Aug 14, 2023

BUY
N/A
863,765 Added 192.94%
1,311,449 $7.16 Million
Q1 2023

May 15, 2023

BUY
$5.46 - $5.57 $2.44 Million - $2.49 Million
447,684 New
447,684 $2.44 Million
Q2 2022

Aug 15, 2022

BUY
$4.98 - $6.29 $1.93 Million - $2.44 Million
387,921 Added 47.52%
1,204,246 $6.11 Million
Q1 2022

May 16, 2022

BUY
$5.16 - $6.49 $4.21 Million - $5.3 Million
816,325 New
816,325 $4.79 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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