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Byrne Asset Management’s WisdomTree WT Stock Holding History

Byrne Asset Management’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
2025
Q2 		– Sell
-3,852
Closed -$34.4K – 598
2025
Q1 		$34.4K Buy
3,852
+2,052
+114% +$19.1K 0.03% 276
2024
Q4 		$18.9K Buy
+1,800
New +$19.5K 0.01% 304

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State Street
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SCM
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ACH
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Byrne Asset Management's WT Position: Q2 2025 in Review

Byrne Asset Management sold out of WisdomTree (WT) in Q2 2025, closing a stake of 3,852 shares — an estimated $34.4K sold.

Byrne Asset Management first reported a position in WT in Q4 2024 and held it in 2 quarters. The position peaked at $34.4K in Q1 2025. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Byrne Asset Management reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • Byrne Asset Management sold 3,852 WisdomTree shares in Q2 2025, an estimated $34.4K.
  • Byrne Asset Management first reported a position in WisdomTree in Q4 2024 and held it in 2 quarters.
  • Byrne Asset Management's WisdomTree position peaked at $34.4K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Byrne Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.