Aperio Group’s WisdomTree WT Stock Holding History

Aperio Group’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
2020 Q4	$600K	Buy	112,185 +3,485	+3%	+$15K	﹤0.01%	1871
2020 Q3	$348K	Sell	108,700 -7,749	-7%	-$27.9K	﹤0.01%	2002
2020 Q2	$404K	Buy	116,449 +37,615	+48%	+$114K	﹤0.01%	1878
2020 Q1	$184K	Buy	78,834 +58,585	+289%	+$227K	﹤0.01%	2113
2019 Q4	$98K	Buy	20,249 +8,356	+70%	+$41.5K	﹤0.01%	2264
2019 Q3	$62K	Buy	11,893 +5,738	+93%	+$32.4K	﹤0.01%	2272
2019 Q2	$38K	Sell	6,155 -6,732	-52%	-$45.7K	﹤0.01%	2589
2019 Q1	$91K	Sell	12,887 -6,761	-34%	-$46.5K	﹤0.01%	2246
2018 Q4	$131K	Buy	19,648 +8,269	+73%	+$60K	﹤0.01%	2198
2018 Q3	$96K	Sell	11,379 -467	-4%	-$3.96K	﹤0.01%	2256
2018 Q2	$108K	Sell	11,846 -1,181	-9%	-$12.3K	﹤0.01%	2221
2018 Q1	$119K	Sell	13,027 -414	-3%	-$4.47K	﹤0.01%	2199
2017 Q4	$169K	Buy	13,441 +838	+7%	+$9.62K	﹤0.01%	2165
2017 Q3	$128K	Sell	12,603 -750	-6%	-$7.26K	﹤0.01%	2167
2017 Q2	$136K	Buy	13,353 +3,212	+32%	+$29.7K	﹤0.01%	2151
2017 Q1	$92K	Sell	10,141 -23,007	-69%	-$223K	﹤0.01%	2114
2016 Q4	$369K	Buy	33,148 +16,879	+104%	+$176K	﹤0.01%	1686
2016 Q3	$167K	Buy	+16,269	New	+$170K	﹤0.01%	1974
2016 Q2	–	Sell	-17,974	Closed	-$205K	–	2035
2016 Q1	$205K	Sell	17,974 -6,072	-25%	-$72.9K	﹤0.01%	1865
2015 Q4	$377K	Buy	24,046 +10,536	+78%	+$193K	﹤0.01%	1495
2015 Q3	$218K	Buy	+13,510	New	+$284K	﹤0.01%	1725

Other funds holding WT

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group's WT Position: Q4 2020 in Review

Aperio Group increased its WisdomTree (WT) stake by 3.2% in Q4 2020, buying an estimated $15K and bringing the position to 112,185 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Aperio Group first reported a position in WT in Q3 2015 and has held it in 21 quarters since. 150 funds tracked by Wall St. Rank hold WT as of Q4 2020.

Aperio Group held 112,185 shares of WisdomTree worth $600K as of Q4 2020.
Aperio Group bought 3,485 WisdomTree shares in Q4 2020, an estimated $15K.
WisdomTree made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1871 holding.
Aperio Group first reported a position in WisdomTree in Q3 2015 and has held it in 21 quarters since.
150 funds tracked by Wall St. Rank held WisdomTree as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.