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Capital Performance Advisors’s WisdomTree WT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-337
Closed -$3.37K – 2717
2024
Q3 		$3.37K Buy
+337
New +$3.43K ﹤0.01% 1302

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's WT Position: Q4 2024 in Review

Capital Performance Advisors sold out of WisdomTree (WT) in Q4 2024, closing a stake of 337 shares — an estimated $3.37K sold.

Capital Performance Advisors first reported a position in WT in Q3 2024 and held it in 1 quarter. The position peaked at $3.37K in Q3 2024. 271 funds tracked by Wall St. Rank hold WT as of Q4 2024.

  • Capital Performance Advisors reported no remaining WisdomTree position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 337 WisdomTree shares in Q4 2024, an estimated $3.37K.
  • Capital Performance Advisors first reported a position in WisdomTree in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's WisdomTree position peaked at $3.37K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held WisdomTree as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.