Beaumont Financial Advisors’s WisdomTree U.S. Growth & Momentum Fund WGRO Stock Holding History

Beaumont Financial Advisors’s Portfolio WGRO Stock Details WGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-350,392	Closed	-$8.96M	–	377
2021 Q3	$8.96M	Buy	+350,392	New	+$9.19M	0.69%	45

Other funds holding WGRO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beaumont Financial Advisors's WGRO Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of WisdomTree U.S. Growth & Momentum Fund (WGRO) in Q4 2021, closing a stake of 350,392 shares — an estimated $8.96M sold.

Beaumont Financial Advisors first reported a position in WGRO in Q3 2021 and held it in 1 quarter. The position peaked at $8.96M in Q3 2021. 5 funds tracked by Wall St. Rank hold WGRO as of Q4 2021.

Beaumont Financial Advisors reported no remaining WisdomTree U.S. Growth & Momentum Fund position as of Q4 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 350,392 WisdomTree U.S. Growth & Momentum Fund shares in Q4 2021, an estimated $8.96M.
Beaumont Financial Advisors first reported a position in WisdomTree U.S. Growth & Momentum Fund in Q3 2021 and held it in 1 quarter.
Beaumont Financial Advisors's WisdomTree U.S. Growth & Momentum Fund position peaked at $8.96M in Q3 2021.
5 funds tracked by Wall St. Rank held WisdomTree U.S. Growth & Momentum Fund as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.