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AE Wealth Management’s WisdomTree WT Stock Holding History

AE Wealth Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,355
Closed -$235K – 2008
2023
Q4 		$235K Buy
33,355
+20,800
+166% +$138K ﹤0.01% 1822
2023
Q3 		$87.9K Sell
12,555
-74,222
-86% -$519K ﹤0.01% 1850
2023
Q2 		$595K Buy
+86,777
New +$580K ﹤0.01% 1298

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AE Wealth Management's WT Position: Q1 2024 in Review

AE Wealth Management sold out of WisdomTree (WT) in Q1 2024, closing a stake of 33,355 shares — an estimated $235K sold.

AE Wealth Management first reported a position in WT in Q2 2023 and held it in 3 quarters. The position peaked at $595K in Q2 2023. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

  • AE Wealth Management reported no remaining WisdomTree position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 33,355 WisdomTree shares in Q1 2024, an estimated $235K.
  • AE Wealth Management first reported a position in WisdomTree in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's WisdomTree position peaked at $595K in Q2 2023.
  • 206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.