CIBC Asset Management’s WisdomTree WT Stock Holding History

CIBC 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
2022 Q3	–	Sell	-11,260	Closed	-$57K	–	1308
2022 Q2	$57K	Sell	11,260 -461	-4%	-$2.65K	﹤0.01%	1230
2022 Q1	$69K	Hold	11,721	–	–	﹤0.01%	1477
2021 Q4	$72K	Buy	11,721 +1,097	+10%	+$6.8K	﹤0.01%	1505
2021 Q3	$60K	Buy	10,624 +127	+1%	+$779	﹤0.01%	1447
2021 Q2	$65K	Hold	10,497	–	–	﹤0.01%	1353
2021 Q1	$66K	Sell	10,497 -2,717	-21%	-$15.6K	﹤0.01%	1317
2020 Q4	$71K	Sell	13,214 -5,633	-30%	-$24.2K	﹤0.01%	1223
2020 Q3	$60K	Buy	18,847 +181	+1%	+$653	﹤0.01%	1096
2020 Q2	$65K	Hold	18,666	–	–	﹤0.01%	1057
2020 Q1	$43K	Hold	18,666	–	–	﹤0.01%	978
2019 Q4	$90K	Buy	+18,666	New	+$92.7K	﹤0.01%	1154

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

LPC

Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CIBC Asset Management's WT Position: Q3 2022 in Review

CIBC Asset Management sold out of WisdomTree (WT) in Q3 2022, closing a stake of 11,260 shares — an estimated $57K sold.

CIBC Asset Management first reported a position in WT in Q4 2019 and held it in 11 quarters. The position peaked at $90K in Q4 2019. 156 funds tracked by Wall St. Rank hold WT as of Q3 2022.

CIBC Asset Management reported no remaining WisdomTree position as of Q3 2022 after selling out during the quarter.
CIBC Asset Management sold 11,260 WisdomTree shares in Q3 2022, an estimated $57K.
CIBC Asset Management first reported a position in WisdomTree in Q4 2019 and held it in 11 quarters.
CIBC Asset Management's WisdomTree position peaked at $90K in Q4 2019.
156 funds tracked by Wall St. Rank held WisdomTree as of Q3 2022.

Based on CIBC Asset Management's 13F filing for Q3 2022, filed 3 Nov 2022.