CAM
WT icon

ClariVest Asset Management’s WisdomTree WT Stock Holding History

ClariVest 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
2024
Q3 		$4.14M Hold
418,199
– – 0.42% 39
2024
Q2 		$4.14M Buy
418,199
+389
+0.1% +$3.66K 0.42% 39
2024
Q1 		$3.84M Buy
+417,810
New +$3.2M 0.4% 44

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.37B AUM 34.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClariVest Asset Management's WT Position: Q3 2024 in Review

ClariVest Asset Management held its WisdomTree (WT) position steady in Q3 2024 at 418,199 shares worth $4.14M. The position accounts for 0.42% of the portfolio, ranked #39.

ClariVest Asset Management first reported a position in WT in Q1 2024 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold WT as of Q3 2024.

  • ClariVest Asset Management held 418,199 shares of WisdomTree worth $4.14M as of Q3 2024.
  • ClariVest Asset Management left its WisdomTree share count unchanged in Q3 2024.
  • WisdomTree made up 0.42% of ClariVest Asset Management's portfolio in Q3 2024, its #39 holding.
  • ClariVest Asset Management first reported a position in WisdomTree in Q1 2024 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held WisdomTree as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.