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First Horizon Advisors’s WisdomTree WT Stock Holding History

First Horizon Advisors’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
Q2 		$29.7K Buy
2,578
+193
+8% +$1.81K ﹤0.01% 1268
2025
Q1 		$21.3K Sell
2,385
-894
-27% -$8.33K ﹤0.01% 1298
2024
Q4 		$34.4K Sell
3,279
-178
-5% -$1.93K ﹤0.01% 1115
2024
Q3 		$34.5K Hold
3,457
– – ﹤0.01% 1155
2024
Q2 		$34.3K Buy
3,457
+463
+15% +$4.36K ﹤0.01% 1086
2024
Q1 		$27.5K Sell
2,994
-306
-9% -$2.34K ﹤0.01% 1218
2023
Q4 		$22.9K Sell
3,300
-719
-18% -$4.76K ﹤0.01% 1284
2023
Q3 		$28.1K Buy
4,019
+178
+5% +$1.25K ﹤0.01% 1108
2023
Q2 		$26.3K Buy
3,841
+1,123
+41% +$7.51K ﹤0.01% 1161
2023
Q1 		$15.9K Buy
2,718
+20
+0.7% +$116 ﹤0.01% 1346
2022
Q4 		$14.7K Buy
2,698
+92
+4% +$479 ﹤0.01% 1381
2022
Q3 		$12K Buy
2,606
+409
+19% +$2.09K ﹤0.01% 1460
2022
Q2 		$10K Buy
2,197
+2,077
+1,731% +$11.9K ﹤0.01% 1600
2022
Q1 		$1K Buy
+120
New +$686 ﹤0.01% 1662
2014
Q2 		– Sell
-856
Closed -$10K – 1577
2014
Q1 		$10K Hold
856
– – ﹤0.01% 974
2013
Q4 		$12K Buy
+856
New +$12.2K ﹤0.01% 893

Other funds holding WT

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Horizon Advisors's WT Position: Q2 2025 in Review

First Horizon Advisors increased its WisdomTree (WT) stake by 8.1% in Q2 2025, buying an estimated $1.81K and bringing the position to 2,578 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

First Horizon Advisors first reported a position in WT in Q4 2013 and has held it in 16 quarters since. The position peaked at $34.5K in Q3 2024. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • First Horizon Advisors held 2,578 shares of WisdomTree worth $29.7K as of Q2 2025.
  • First Horizon Advisors bought 193 WisdomTree shares in Q2 2025, an estimated $1.81K.
  • WisdomTree made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1268 holding.
  • First Horizon Advisors first reported a position in WisdomTree in Q4 2013 and has held it in 16 quarters since.
  • First Horizon Advisors's WisdomTree position peaked at $34.5K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.