FTDI
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First Trust Direct Indexing’s WisdomTree WT Stock Holding History

First Trust Direct Indexing’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
2021
Q4 		– Sell
-10,340
Closed -$59K – 690
2021
Q3 		$59K Buy
+10,340
New +$63.4K 0.01% 641

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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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Direct Indexing's WT Position: Q4 2021 in Review

First Trust Direct Indexing sold out of WisdomTree (WT) in Q4 2021, closing a stake of 10,340 shares — an estimated $59K sold.

First Trust Direct Indexing first reported a position in WT in Q3 2021 and held it in 1 quarter. The position peaked at $59K in Q3 2021. 169 funds tracked by Wall St. Rank hold WT as of Q4 2021.

  • First Trust Direct Indexing reported no remaining WisdomTree position as of Q4 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,340 WisdomTree shares in Q4 2021, an estimated $59K.
  • First Trust Direct Indexing first reported a position in WisdomTree in Q3 2021 and held it in 1 quarter.
  • First Trust Direct Indexing's WisdomTree position peaked at $59K in Q3 2021.
  • 169 funds tracked by Wall St. Rank held WisdomTree as of Q4 2021.

Based on First Trust Direct Indexing's 13F filing for Q4 2021, filed 19 Jan 2022.