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Benjamin F. Edwards & Company’s WisdomTree WT Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$5K Buy
+554
New +$5.21K ﹤0.01% 1904

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Benjamin F. Edwards & Company's WT Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in WisdomTree (WT) in Q2 2024: 554 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1904 among its holdings.

224 funds tracked by Wall St. Rank hold WT as of Q2 2024.

  • Benjamin F. Edwards & Company held 554 shares of WisdomTree worth $5K as of Q2 2024.
  • WisdomTree was a new Benjamin F. Edwards & Company position in Q2 2024.
  • WisdomTree made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1904 holding.
  • 224 funds tracked by Wall St. Rank held WisdomTree as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.