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CSat Investment Advisory’s WisdomTree WT Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-283,533
Closed -$907K – 973
2020
Q3 		$907K Buy
283,533
+28,350
+11% +$102K 0.08% 113
2020
Q2 		$885K Sell
255,183
-5,670
-2% -$17.2K 0.11% 100
2020
Q1 		$608K Buy
+260,853
New +$1.01M 0.13% 103

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSat Investment Advisory's WT Position: Q4 2020 in Review

CSat Investment Advisory sold out of WisdomTree (WT) in Q4 2020, closing a stake of 283,533 shares — an estimated $907K sold.

CSat Investment Advisory first reported a position in WT in Q1 2020 and held it in 3 quarters. The position peaked at $907K in Q3 2020. 150 funds tracked by Wall St. Rank hold WT as of Q4 2020.

  • CSat Investment Advisory reported no remaining WisdomTree position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 283,533 WisdomTree shares in Q4 2020, an estimated $907K.
  • CSat Investment Advisory first reported a position in WisdomTree in Q1 2020 and held it in 3 quarters.
  • CSat Investment Advisory's WisdomTree position peaked at $907K in Q3 2020.
  • 150 funds tracked by Wall St. Rank held WisdomTree as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.