Flagship Harbor Advisors’s WisdomTree WT Stock Holding History

Flagship Harbor 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
2026 Q1	–	Sell	-2,927	Closed	-$35.7K	–	2208
2025 Q4	$35.7K	Buy	+2,927	New	+$35.4K	﹤0.01%	1157
2020 Q4	–	Sell	-2,900	Closed	-$9K	–	1778
2020 Q3	$9K	Hold	2,900	–	–	﹤0.01%	1374
2020 Q2	$10K	Hold	2,900	–	–	﹤0.01%	1370
2020 Q1	$7K	Hold	2,900	–	–	﹤0.01%	1350
2019 Q4	$14K	Hold	2,900	–	–	﹤0.01%	1244
2019 Q3	$15K	Hold	2,900	–	–	﹤0.01%	1185
2019 Q2	$17K	Sell	2,900 -370	-11%	-$2.51K	﹤0.01%	1145
2019 Q1	$23K	Sell	3,270 -625	-16%	-$4.3K	﹤0.01%	1024
2018 Q4	$25K	Hold	3,895	–	–	0.01%	933
2018 Q3	$32K	Sell	3,895 -1,450	-27%	-$12.3K	0.01%	959
2018 Q2	$48K	Buy	+5,345	New	+$55.8K	0.01%	799
2018 Q1	–	Sell	-11,395	Closed	-$150K	–	400
2017 Q4	$150K	Sell	11,395 -1,963	-15%	-$22.5K	0.04%	358
2017 Q3	$138K	Sell	13,358 -2,899	-18%	-$28.1K	0.04%	335
2017 Q2	$174K	Buy	16,257 +4,212	+35%	+$38.9K	0.06%	329
2017 Q1	$109K	Sell	12,045 -1,000	-8%	-$9.67K	0.04%	316
2016 Q4	$139K	Buy	+13,045	New	+$136K	0.06%	276

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Flagship Harbor Advisors's WT Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of WisdomTree (WT) in Q1 2026, closing a stake of 2,927 shares — an estimated $35.7K sold.

Flagship Harbor Advisors first reported a position in WT in Q4 2016 and held it in 16 quarters. The position peaked at $174K in Q2 2017. 312 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Flagship Harbor Advisors reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 2,927 WisdomTree shares in Q1 2026, an estimated $35.7K.
Flagship Harbor Advisors first reported a position in WisdomTree in Q4 2016 and held it in 16 quarters.
Flagship Harbor Advisors's WisdomTree position peaked at $174K in Q2 2017.
312 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.