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Castleview Partners’s WisdomTree WT Stock Holding History

Castleview Partners’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
Q3 		– Sell
-694
Closed -$6.88K – 932
2024
Q2 		$6.88K Buy
+694
New +$6.53K ﹤0.01% 582
2023
Q3 		– Sell
-5,390
Closed -$37K – 773
2023
Q2 		$37K Buy
+5,390
New +$36K 0.03% 298

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's WT Position: Q3 2024 in Review

Castleview Partners sold out of WisdomTree (WT) in Q3 2024, closing a stake of 694 shares — an estimated $6.88K sold.

Castleview Partners first reported a position in WT in Q2 2023 and held it in 2 quarters. The position peaked at $37K in Q2 2023. 233 funds tracked by Wall St. Rank hold WT as of Q3 2024.

  • Castleview Partners reported no remaining WisdomTree position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 694 WisdomTree shares in Q3 2024, an estimated $6.88K.
  • Castleview Partners first reported a position in WisdomTree in Q2 2023 and held it in 2 quarters.
  • Castleview Partners's WisdomTree position peaked at $37K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held WisdomTree as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.