CoreCap Advisors’s WisdomTree WT Stock Holding History

CoreCap Advisors’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	-66,954	Closed	-$703K	–	3325
2024 Q4	$703K	Buy	+66,954	New	+$725K	0.03%	399

Other funds holding WT

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CoreCap Advisors's WT Position: Q1 2025 in Review

CoreCap Advisors sold out of WisdomTree (WT) in Q1 2025, closing a stake of 66,954 shares — an estimated $703K sold.

CoreCap Advisors first reported a position in WT in Q4 2024 and held it in 1 quarter. The position peaked at $703K in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

CoreCap Advisors reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 66,954 WisdomTree shares in Q1 2025, an estimated $703K.
CoreCap Advisors first reported a position in WisdomTree in Q4 2024 and held it in 1 quarter.
CoreCap Advisors's WisdomTree position peaked at $703K in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.