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American Portfolios Advisors’s WisdomTree WT Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$23.7K Buy
5,062
+21
+0.4% +$107 ﹤0.01% 2101
2022
Q2 		$25.6K Buy
5,041
+19
+0.4% +$109 ﹤0.01% 2106
2022
Q1 		$29.5K Sell
5,022
-512
-9% -$2.92K ﹤0.01% 2161
2021
Q4 		$33.9K Buy
5,534
+19
+0.3% +$118 ﹤0.01% 2071
2021
Q3 		$31.3K Buy
5,515
+19
+0.3% +$117 ﹤0.01% 2037
2021
Q2 		$34.1K Buy
5,496
+18
+0.3% +$119 ﹤0.01% 1936
2021
Q1 		$34.2K Buy
5,478
+21
+0.4% +$120 ﹤0.01% 1781
2020
Q4 		$29.2K Sell
5,457
-1,049
-16% -$4.51K ﹤0.01% 1648
2020
Q3 		$20.8K Buy
6,506
+636
+11% +$2.29K ﹤0.01% 1681
2020
Q2 		$20.4K Buy
5,870
+342
+6% +$1.04K ﹤0.01% 1631
2020
Q1 		$12.9K Sell
5,528
-286
-5% -$1.11K ﹤0.01% 1713
2019
Q4 		$28.1K Buy
5,814
+25
+0.4% +$124 ﹤0.01% 1592
2019
Q3 		$30.2K Buy
5,789
+23
+0.4% +$130 ﹤0.01% 1492
2019
Q2 		$35.6K Buy
5,766
+318
+6% +$2.16K ﹤0.01% 1417
2019
Q1 		$38.5K Sell
5,448
-584
-10% -$4.02K ﹤0.01% 1295
2018
Q4 		$40.1K Sell
6,032
-264
-4% -$1.92K 0.01% 1111
2018
Q3 		$53.4K Buy
6,296
+15
+0.2% +$127 0.01% 1078
2018
Q2 		$57K Buy
6,281
+11
+0.2% +$115 0.01% 1016
2018
Q1 		$57.5K Buy
6,270
+597
+11% +$6.45K 0.01% 957
2017
Q4 		$71.2K Buy
+5,673
New +$65.1K 0.01% 859

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

American Portfolios Advisors's WT Position: Q3 2022 in Review

American Portfolios Advisors increased its WisdomTree (WT) stake by 0.42% in Q3 2022, buying an estimated $107 and bringing the position to 5,062 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

American Portfolios Advisors first reported a position in WT in Q4 2017 and has held it in 20 quarters since. The position peaked at $71.2K in Q4 2017. 156 funds tracked by Wall St. Rank hold WT as of Q3 2022.

  • American Portfolios Advisors held 5,062 shares of WisdomTree worth $23.7K as of Q3 2022.
  • American Portfolios Advisors bought 21 WisdomTree shares in Q3 2022, an estimated $107.
  • WisdomTree made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2101 holding.
  • American Portfolios Advisors first reported a position in WisdomTree in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree position peaked at $71.2K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held WisdomTree as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.