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Coldstream Capital Management’s WisdomTree WT Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-1,001
Closed -$8.93K – 3382
2025
Q1 		$8.93K Buy
+1,001
New +$9.33K ﹤0.01% 2430

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Coldstream Capital Management's WT Position: Q2 2025 in Review

Coldstream Capital Management sold out of WisdomTree (WT) in Q2 2025, closing a stake of 1,001 shares — an estimated $8.93K sold.

Coldstream Capital Management first reported a position in WT in Q1 2025 and held it in 1 quarter. The position peaked at $8.93K in Q1 2025. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Coldstream Capital Management reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,001 WisdomTree shares in Q2 2025, an estimated $8.93K.
  • Coldstream Capital Management first reported a position in WisdomTree in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's WisdomTree position peaked at $8.93K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.