Edgestream Partners’s WisdomTree WT Stock Holding History

Edgestream Partners’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	-468,117	Closed	-$4.92M	–	1108
2024 Q4	$4.92M	Buy	468,117 +389,945	+499%	+$4.22M	0.21%	158
2024 Q3	$781K	Buy	+78,172	New	+$795K	0.03%	619

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

Edgestream Partners's WT Position: Q1 2025 in Review

Edgestream Partners sold out of WisdomTree (WT) in Q1 2025, closing a stake of 468,117 shares — an estimated $4.92M sold.

Edgestream Partners first reported a position in WT in Q3 2024 and held it in 2 quarters. The position peaked at $4.92M in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

Edgestream Partners reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
Edgestream Partners sold 468,117 WisdomTree shares in Q1 2025, an estimated $4.92M.
Edgestream Partners first reported a position in WisdomTree in Q3 2024 and held it in 2 quarters.
Edgestream Partners's WisdomTree position peaked at $4.92M in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.