Barrow, Hanley, Mewhinney & Strauss’s WisdomTree WT Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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	-865	Closed	-$4K	–	314
2022 Q2	$4K	Sell	865 -141	-14%	-$809	﹤0.01%	235
2022 Q1	$6K	Sell	1,006 -15,329	-94%	-$87.6K	﹤0.01%	231
2021 Q4	$100K	Hold	16,335	–	–	﹤0.01%	212
2021 Q3	$93K	Buy	16,335 +1,783	+12%	+$10.9K	﹤0.01%	217
2021 Q2	$90K	Sell	14,552 -8,532	-37%	-$56.3K	﹤0.01%	222
2021 Q1	$144K	Sell	23,084 -9,781	-30%	-$56K	﹤0.01%	207
2020 Q4	$176K	Sell	32,865 -55,852	-63%	-$240K	﹤0.01%	165
2020 Q3	$284K	Sell	88,717 -87,187	-50%	-$314K	﹤0.01%	167
2020 Q2	$610K	Buy	175,904 +167,790	+2,068%	+$510K	﹤0.01%	222
2020 Q1	$19K	Buy	+8,114	New	+$31.4K	﹤0.01%	333

Other funds holding WT

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's WT Position: Q3 2022 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of WisdomTree (WT) in Q3 2022, closing a stake of 865 shares — an estimated $4K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in WT in Q1 2020 and held it in 10 quarters. The position peaked at $610K in Q2 2020. 156 funds tracked by Wall St. Rank hold WT as of Q3 2022.

Barrow, Hanley, Mewhinney & Strauss reported no remaining WisdomTree position as of Q3 2022 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 865 WisdomTree shares in Q3 2022, an estimated $4K.
Barrow, Hanley, Mewhinney & Strauss first reported a position in WisdomTree in Q1 2020 and held it in 10 quarters.
Barrow, Hanley, Mewhinney & Strauss's WisdomTree position peaked at $610K in Q2 2020.
156 funds tracked by Wall St. Rank held WisdomTree as of Q3 2022.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2022, filed 10 Nov 2022.