Crossmark Global Holdings’s WisdomTree WT Stock Holding History

Crossmark Global Holdings’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	-10,590	Closed	-$54K	–	1285
2022 Q2	$54K	Hold	10,590	–	–	﹤0.01%	1270
2022 Q1	$62K	Hold	10,590	–	–	﹤0.01%	1340
2021 Q4	$65K	Hold	10,590	–	–	﹤0.01%	1364
2021 Q3	$60K	Hold	10,590	–	–	﹤0.01%	1396
2021 Q2	$66K	Buy	10,590 +130	+1%	+$857	﹤0.01%	1415
2021 Q1	$65K	Hold	10,460	–	–	﹤0.01%	1412
2020 Q4	$56K	Hold	10,460	–	–	﹤0.01%	1378
2020 Q3	$33K	Hold	10,460	–	–	﹤0.01%	1337
2020 Q2	$36K	Hold	10,460	–	–	﹤0.01%	1355
2020 Q1	$24K	Hold	10,460	–	–	﹤0.01%	1255
2019 Q4	$51K	Buy	10,460 +10	+0.1%	+$50	﹤0.01%	1389
2019 Q3	$55K	Sell	10,450 -180	-2%	-$1.02K	﹤0.01%	1342
2019 Q2	$66K	Buy	10,630 +160	+2%	+$1.09K	﹤0.01%	1376
2019 Q1	$74K	Hold	10,470	–	–	﹤0.01%	1378
2018 Q4	$70K	Sell	10,470 -6,630	-39%	-$48.1K	﹤0.01%	1373
2018 Q3	$145K	Buy	17,100 +180	+1%	+$1.53K	﹤0.01%	1556
2018 Q2	$154K	Sell	16,920 -150	-0.9%	-$1.57K	﹤0.01%	1556
2018 Q1	$157K	Sell	17,070 -3,420	-17%	-$36.9K	﹤0.01%	1536
2017 Q4	$257K	Buy	20,490 +430	+2%	+$4.93K	0.01%	1460
2017 Q3	$204K	Buy	+20,060	New	+$194K	0.01%	1553
2016 Q3	$204K	Buy	+20,060	New	+$209K	0.01%	1553

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

Crossmark Global Holdings's WT Position: Q3 2022 in Review

Crossmark Global Holdings sold out of WisdomTree (WT) in Q3 2022, closing a stake of 10,590 shares — an estimated $54K sold.

Crossmark Global Holdings first reported a position in WT in Q3 2016 and held it in 21 quarters. The position peaked at $257K in Q4 2017. 156 funds tracked by Wall St. Rank hold WT as of Q3 2022.

Crossmark Global Holdings reported no remaining WisdomTree position as of Q3 2022 after selling out during the quarter.
Crossmark Global Holdings sold 10,590 WisdomTree shares in Q3 2022, an estimated $54K.
Crossmark Global Holdings first reported a position in WisdomTree in Q3 2016 and held it in 21 quarters.
Crossmark Global Holdings's WisdomTree position peaked at $257K in Q4 2017.
156 funds tracked by Wall St. Rank held WisdomTree as of Q3 2022.

Based on Crossmark Global Holdings's 13F filing for Q3 2022, filed 1 Nov 2022.