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Capital Impact Advisors’s WisdomTree WT Stock Holding History

Capital Impact 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
2020
Q4 		– Sell
-325,644
Closed -$1.04M – 124
2020
Q3 		$1.04M Sell
325,644
-640,137
-66% -$2.31M 0.31% 100
2020
Q2 		$3.35M Buy
+965,781
New +$2.93M 1.12% 23

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Impact Advisors's WT Position: Q4 2020 in Review

Capital Impact Advisors sold out of WisdomTree (WT) in Q4 2020, closing a stake of 325,644 shares — an estimated $1.04M sold.

Capital Impact Advisors first reported a position in WT in Q2 2020 and held it in 2 quarters. The position peaked at $3.35M in Q2 2020. 150 funds tracked by Wall St. Rank hold WT as of Q4 2020.

  • Capital Impact Advisors reported no remaining WisdomTree position as of Q4 2020 after selling out during the quarter.
  • Capital Impact Advisors sold 325,644 WisdomTree shares in Q4 2020, an estimated $1.04M.
  • Capital Impact Advisors first reported a position in WisdomTree in Q2 2020 and held it in 2 quarters.
  • Capital Impact Advisors's WisdomTree position peaked at $3.35M in Q2 2020.
  • 150 funds tracked by Wall St. Rank held WisdomTree as of Q4 2020.

Based on Capital Impact Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.