Aster Capital Management’s WisdomTree WT Stock Holding History

Aster Capital 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
2025 Q3	–	Sell	-163	Closed	-$1.88K	–	1410
2025 Q2	$1.88K	Buy	+163	New	+$1.53K	﹤0.01%	940
2024 Q4	–	Sell	-1,126	Closed	-$11.2K	–	1570
2024 Q3	$11.2K	Buy	+1,126	New	+$11.5K	﹤0.01%	780

Other funds holding WT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACL

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

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACH

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

Aster Capital Management's WT Position: Q3 2025 in Review

Aster Capital Management sold out of WisdomTree (WT) in Q3 2025, closing a stake of 163 shares — an estimated $1.88K sold.

Aster Capital Management first reported a position in WT in Q3 2024 and held it in 2 quarters. The position peaked at $11.2K in Q3 2024. 269 funds tracked by Wall St. Rank hold WT as of Q3 2025.

Aster Capital Management reported no remaining WisdomTree position as of Q3 2025 after selling out during the quarter.
Aster Capital Management sold 163 WisdomTree shares in Q3 2025, an estimated $1.88K.
Aster Capital Management first reported a position in WisdomTree in Q3 2024 and held it in 2 quarters.
Aster Capital Management's WisdomTree position peaked at $11.2K in Q3 2024.
269 funds tracked by Wall St. Rank held WisdomTree as of Q3 2025.

Based on Aster Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.