Docoh
Loading...

WETF Wisdomtree Investments

WisdomTree Investments, Inc., through its subsidiaries in the U.S. and Europe (collectively, 'WisdomTree'), is an ETF and ETP sponsor and asset manager headquartered in New York. WisdomTree offers products covering equity, commodity, fixed income, leveraged and inverse, currency and alternative strategies. WisdomTree currently has approximately $69.2 billion in assets under management globally.

Company profile

Ticker
WETF
Exchange
CEO
Jonathan Steinberg
Employees
Incorporated
Location
Fiscal year end
Former names
INDEX DEVELOPMENT PARTNERS INC, INDIVIDUAL INVESTOR GROUP INC
SEC CIK
IRS number
133487784

WETF stock data

(
)

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

6 May 21
24 Jun 21
31 Dec 21
Quarter (USD)
Mar 21 Dec 20 Sep 20 Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 62.3M 62.3M 62.3M 62.3M 62.3M 62.3M
Cash burn (monthly) 3.71M 510.58K (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn)
Cash used (since last report) 10.33M 1.42M n/a n/a n/a n/a
Cash remaining 51.97M 60.88M n/a n/a n/a n/a
Runway (months of cash) 14.0 119.2 n/a n/a n/a n/a

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
17 Jun 21 Anthony Bossone Common Stock Grant Aquire A No No 0 15,625 0 590,942
17 Jun 21 Cosgrove Susan J Common Stock Grant Aquire A No No 0 15,625 0 60,781
17 Jun 21 Smita Conjeevaram Common Stock Grant Aquire A No No 0 15,625 0 22,921
17 Jun 21 Lavine Bruce I Common Stock Grant Aquire A No No 0 15,625 0 220,024
17 Jun 21 Neuger Win J Common Stock Grant Aquire A No No 0 15,625 0 103,758

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

13F holders
Current Prev Q Change
Total holders 0 70 EXIT
Opened positions 0 23 EXIT
Closed positions 70 389 -82.0%
Increased positions 0 13 EXIT
Reduced positions 0 34 EXIT
13F shares
Current Prev Q Change
Total value 0 4.09B EXIT
Total shares 0 6.2M EXIT
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners
Shares Value Change
Largest transactions
Shares Bought/sold Change
Private Wealth Strategies, L.L.C. 0 -1.37M EXIT
Beacon Financial 0 -878.07K EXIT
MS Morgan Stanley 0 -802.85K EXIT
Daido Life Insurance 0 -446.97K EXIT
LPLA LPL Financial 0 -215.98K EXIT
Relative Value Partners 0 -207.41K EXIT
Creative Planning 0 -176.73K EXIT
BAC Bank Of America 0 -168.2K EXIT
TFC Truist Financial 0 -128.29K EXIT
Avantax Advisory Services 0 -125.48K EXIT

Financial report summary

?
Competition
IcaCIT
Content analysis
?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Avg
New words: accrual, amountof, appointed, ascribed, audience, Avenue, backsolve, Bitcoin, BTCW, closure, CMX, Coinbase, Court, criteria, custodian, derecognition, Ethereum, EU, extreme, feet, final, gainrecognized, GCC, Germany, gulated, inal, Italy, leader, li, likelihood, located, Milan, mited, move, NaN, online, onset, orig, outcome, pari, Park, passport, passported, pursuit, puted, Reform, reinvested, reorganized, restore, retained, retrospective, rollout, round, sharp, square, steepening, suited, tangible, team, termsof, thisASU, Udine, UK, undertaken, unfavorable, Union, uniquely, wider, writ
Removed: added, adversely, afforded, Aid, arithmetic, assistance, beneficial, beta, Bloomberg, Canada, ceased, CECL, commencing, commonly, comparative, compliance, consulting, cope, covered, criticism, deduction, delayed, Derecognized, determine, dispute, disruption, duration, earliest, elimination, estimating, expanded, expired, FASB, forecasted, framework, fully, Institute, issuing, July, Kingdom, largely, limit, limitation, liquidated, litigation, loan, manner, member, newly, NOL, originating, permanent, permitted, pertaining, platform, principally, range, referred, Relief, replaced, reportable, resolution, responding, response, restructure, revolver, securitized, shift, simulated, stake, taxable, transitional, undistributed, unremitted, unused, utilize, utilized, withholding, WTJ