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Cetera Advisor Networks’s WisdomTree WT Stock Holding History

Cetera Advisor Networks’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 		$570K Buy
62,069
+31,303
+102% +$240K ﹤0.01% 1842
2023
Q4 		$213K Buy
30,766
+1,305
+4% +$8.64K ﹤0.01% 2485
2023
Q3 		$206K Buy
29,461
+2,032
+7% +$14.2K ﹤0.01% 2409
2023
Q2 		$188K Sell
27,429
-2,085
-7% -$13.9K ﹤0.01% 2366
2023
Q1 		$173K Buy
29,514
+5,728
+24% +$33.4K ﹤0.01% 2354
2022
Q4 		$130K Buy
+23,786
New +$124K ﹤0.01% 2348
2020
Q3 		– Sell
-651
Closed -$2K – 3037
2020
Q2 		$2K Buy
+651
New +$1.98K ﹤0.01% 3274
2017
Q4 		– Sell
-10,176
Closed -$102K – 1018
2017
Q3 		$102K Sell
10,176
-1,945
-16% -$18.8K ﹤0.01% 896
2017
Q2 		$122K Sell
12,121
-8,170
-40% -$75.4K 0.01% 891
2017
Q1 		$184K Buy
20,291
+4,490
+28% +$43.4K 0.01% 856
2016
Q4 		$178K Sell
15,801
-40,496
-72% -$422K 0.01% 807
2016
Q3 		$579K Buy
56,297
+4,788
+9% +$49.9K 0.02% 549
2016
Q2 		$511K Buy
51,509
+40,780
+380% +$450K 0.03% 447
2016
Q1 		$122K Sell
10,729
-2,672
-20% -$32.1K 0.01% 789
2015
Q4 		$211K Sell
13,401
-4,138
-24% -$76K 0.01% 739
2015
Q3 		$282K Sell
17,539
-1,586
-8% -$33.4K 0.02% 599
2015
Q2 		$409K Hold
19,125
– – 0.03% 522
2015
Q1 		$409K Sell
19,125
-1,400
-7% -$26.1K 0.03% 526
2014
Q4 		$324K Sell
20,525
-7,500
-27% -$104K 0.02% 580
2014
Q3 		$319K Buy
28,025
+1,425
+5% +$16.2K 0.02% 581
2014
Q2 		$330K Buy
26,600
+7,750
+41% +$87.7K 0.02% 589
2014
Q1 		$247K Buy
+18,850
New +$288K 0.02% 638

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cetera Advisor Networks's WT Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree (WT) stake by 102% in Q1 2024, buying an estimated $240K and bringing the position to 62,069 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Cetera Advisor Networks first reported a position in WT in Q1 2014 and has held it in 22 quarters since. The position peaked at $579K in Q3 2016. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

  • Cetera Advisor Networks held 62,069 shares of WisdomTree worth $570K as of Q1 2024.
  • Cetera Advisor Networks bought 31,303 WisdomTree shares in Q1 2024, an estimated $240K.
  • WisdomTree made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1842 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree in Q1 2014 and has held it in 22 quarters since.
  • Cetera Advisor Networks's WisdomTree position peaked at $579K in Q3 2016.
  • 206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.