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Essex Investment Management’s WisdomTree WT Stock Holding History

Essex Investment 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
Q4 		– Sell
-201,992
Closed -$1.41M – 377
2023
Q3 		$1.41M Buy
201,992
+1,388
+0.7% +$9.71K 0.23% 147
2023
Q2 		$1.38M Buy
+200,604
New +$1.34M 0.19% 166
2018
Q4 		– Sell
-44,479
Closed -$377K – 532
2018
Q3 		$377K Hold
44,479
– – 0.04% 324
2018
Q2 		$404K Sell
44,479
-1,699
-4% -$17.7K 0.05% 302
2018
Q1 		$423K Buy
46,178
+15,314
+50% +$165K 0.06% 277
2017
Q4 		$387K Buy
+30,864
New +$354K 0.05% 296
2017
Q1 		– Sell
-40,098
Closed -$447K – 374
2016
Q4 		$447K Buy
+40,098
New +$418K 0.07% 261
2015
Q4 		– Sell
-12,117
Closed -$195K – 336
2015
Q3 		$195K Buy
+12,117
New +$255K 0.03% 291
2015
Q2 		– Sell
-884,298
Closed -$19M – 338
2015
Q1 		$19M Sell
884,298
-7,883
-0.9% -$147K 2.66% 2
2014
Q4 		$14M Sell
892,181
-71,621
-7% -$996K 2.04% 7
2014
Q3 		$11M Buy
963,802
+197,261
+26% +$2.24M 1.68% 8
2014
Q2 		$9.47M Sell
766,541
-6,103
-0.8% -$69.1K 1.4% 8
2014
Q1 		$10.1M Sell
772,644
-24,375
-3% -$372K 1.48% 8
2013
Q4 		$14.1M Buy
797,019
+719,004
+922% +$10.2M 2% 5
2013
Q3 		$905K Buy
+78,015
New +$943K 0.14% 188

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Investment Management's WT Position: Q4 2023 in Review

Essex Investment Management sold out of WisdomTree (WT) in Q4 2023, closing a stake of 201,992 shares — an estimated $1.41M sold.

Essex Investment Management first reported a position in WT in Q3 2013 and held it in 15 quarters. The position peaked at $19M in Q1 2015. 195 funds tracked by Wall St. Rank hold WT as of Q4 2023.

  • Essex Investment Management reported no remaining WisdomTree position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 201,992 WisdomTree shares in Q4 2023, an estimated $1.41M.
  • Essex Investment Management first reported a position in WisdomTree in Q3 2013 and held it in 15 quarters.
  • Essex Investment Management's WisdomTree position peaked at $19M in Q1 2015.
  • 195 funds tracked by Wall St. Rank held WisdomTree as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.