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Difesa Capital Management’s WisdomTree WT Stock Holding History

Difesa 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
2023
Q1 		– Sell
-717,900
Closed -$3.91M – 213
2022
Q4 		$3.91M Buy
717,900
+293,400
+69% +$1.53M 3.04% 2
2022
Q3 		$1.99M Buy
424,500
+201,400
+90% +$1.03M 1.01% 25
2022
Q2 		$1.13M Hold
223,100
– – 0.64% 53
2022
Q1 		$1.31M Buy
+223,100
New +$1.27M 0.66% 48

Other funds holding WT

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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Difesa Capital Management's WT Position: Q1 2023 in Review

Difesa Capital Management sold out of WisdomTree (WT) in Q1 2023, closing a stake of 717,900 shares — an estimated $3.91M sold.

Difesa Capital Management first reported a position in WT in Q1 2022 and held it in 4 quarters. The position peaked at $3.91M in Q4 2022. 148 funds tracked by Wall St. Rank hold WT as of Q1 2023.

  • Difesa Capital Management reported no remaining WisdomTree position as of Q1 2023 after selling out during the quarter.
  • Difesa Capital Management sold 717,900 WisdomTree shares in Q1 2023, an estimated $3.91M.
  • Difesa Capital Management first reported a position in WisdomTree in Q1 2022 and held it in 4 quarters.
  • Difesa Capital Management's WisdomTree position peaked at $3.91M in Q4 2022.
  • 148 funds tracked by Wall St. Rank held WisdomTree as of Q1 2023.

Based on Difesa Capital Management's 13F filing for Q1 2023, filed 15 May 2023.