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Coppell Advisory Solutions’s WisdomTree WT Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-54
Closed -$562 – 1889
2024
Q4 		$562 Hold
54
– – ﹤0.01% 1741
2024
Q3 		$544 Sell
54
-2,416
-98% -$24.6K ﹤0.01% 1652
2024
Q2 		$24.5K Buy
+2,470
New +$23.2K ﹤0.01% 703
2023
Q4 		$374 Sell
54
-60
-53% -$397 ﹤0.01% 1547
2023
Q3 		$621 Sell
114
-6,661
-98% -$46.6K ﹤0.01% 988
2023
Q2 		$47.4K Buy
+6,775
New +$45.3K 0.01% 386
2023
Q1 		– Sell
-114
Closed -$621 – 1094
2022
Q4 		$621 Buy
+114
New +$593 ﹤0.01% 994

Other funds holding WT

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions's WT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree (WT) in Q1 2025, closing a stake of 54 shares — an estimated $562 sold.

Coppell Advisory Solutions first reported a position in WT in Q4 2022 and held it in 7 quarters. The position peaked at $47.4K in Q2 2023. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 54 WisdomTree shares in Q1 2025, an estimated $562.
  • Coppell Advisory Solutions first reported a position in WisdomTree in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's WisdomTree position peaked at $47.4K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.