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Astoria Portfolio Advisors’s WisdomTree WT Stock Holding History

Astoria Portfolio 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 		– Sell
-17,500
Closed -$89K – 179
2022
Q2 		$89K Hold
17,500
– – 0.07% 151
2022
Q1 		$103K Buy
17,500
+2,500
+17% +$14.3K 0.08% 128
2021
Q4 		$92K Buy
+15,000
New +$92.9K 0.07% 142

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

Astoria Portfolio Advisors's WT Position: Q3 2022 in Review

Astoria Portfolio Advisors sold out of WisdomTree (WT) in Q3 2022, closing a stake of 17,500 shares — an estimated $89K sold.

Astoria Portfolio Advisors first reported a position in WT in Q4 2021 and held it in 3 quarters. The position peaked at $103K in Q1 2022. 156 funds tracked by Wall St. Rank hold WT as of Q3 2022.

  • Astoria Portfolio Advisors reported no remaining WisdomTree position as of Q3 2022 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 17,500 WisdomTree shares in Q3 2022, an estimated $89K.
  • Astoria Portfolio Advisors first reported a position in WisdomTree in Q4 2021 and held it in 3 quarters.
  • Astoria Portfolio Advisors's WisdomTree position peaked at $103K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held WisdomTree as of Q3 2022.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.