Berman Capital Advisors’s WisdomTree WT Stock Holding History

Berman Capital 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
2021 Q3	$1K	Buy	339 +208	+159%	+$1.28K	﹤0.01%	1990
2021 Q2	$0	Hold	131	–	–	﹤0.01%	2064
2021 Q1	$0	Hold	131	–	–	﹤0.01%	1933
2020 Q4	$0	Hold	131	–	–	﹤0.01%	1850
2020 Q3	$0	Hold	131	–	–	﹤0.01%	1792
2020 Q2	$0	Buy	+131	New	+$398	﹤0.01%	1849

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 $315B AUM 27.84% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Berman Capital Advisors's WT Position: Q3 2021 in Review

Berman Capital Advisors increased its WisdomTree (WT) stake by 159% in Q3 2021, buying an estimated $1.28K and bringing the position to 339 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Berman Capital Advisors first reported a position in WT in Q2 2020 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold WT as of Q3 2021.

Berman Capital Advisors held 339 shares of WisdomTree worth $1K as of Q3 2021.
Berman Capital Advisors bought 208 WisdomTree shares in Q3 2021, an estimated $1.28K.
WisdomTree made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1990 holding.
Berman Capital Advisors first reported a position in WisdomTree in Q2 2020 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.