Bridgewater Associates’s WisdomTree WT Stock Holding History

Bridgewater Associates’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 Q1	–	Sell	-1,164,196	Closed	-$8.07M	–	809
2023 Q4	$8.07M	Sell	1,164,196 -184,756	-14%	-$1.22M	0.05%	286
2023 Q3	$9.44M	Sell	1,348,952 -70,249	-5%	-$491K	0.06%	243
2023 Q2	$9.74M	Sell	1,419,201 -2,274,976	-62%	-$15.2M	0.06%	197
2023 Q1	$21.6M	Sell	3,694,177 -652,857	-15%	-$3.8M	0.13%	133
2022 Q4	$23.7M	Buy	4,347,034 +601,586	+16%	+$3.13M	0.13%	141
2022 Q3	$17.5M	Buy	3,745,448 +1,544,098	+70%	+$7.9M	0.09%	171
2022 Q2	$11.2M	Buy	2,201,350 +2,045,218	+1,310%	+$11.7M	0.05%	307
2022 Q1	$916K	Buy	+156,132	New	+$892K	﹤0.01%	815

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bridgewater Associates's WT Position: Q1 2024 in Review

Bridgewater Associates sold out of WisdomTree (WT) in Q1 2024, closing a stake of 1,164,196 shares — an estimated $8.07M sold.

Bridgewater Associates first reported a position in WT in Q1 2022 and held it in 8 quarters. The position peaked at $23.7M in Q4 2022. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

Bridgewater Associates reported no remaining WisdomTree position as of Q1 2024 after selling out during the quarter.
Bridgewater Associates sold 1,164,196 WisdomTree shares in Q1 2024, an estimated $8.07M.
Bridgewater Associates first reported a position in WisdomTree in Q1 2022 and held it in 8 quarters.
Bridgewater Associates's WisdomTree position peaked at $23.7M in Q4 2022.
206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on Bridgewater Associates's 13F filing for Q1 2024, filed 14 May 2024.