Freedom Investment Management’s WisdomTree WT Stock Holding History

Freedom 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
2025 Q3	–	Sell	-17,426	Closed	-$201K	–	716
2025 Q2	$201K	Sell	17,426 -617	-3%	-$5.78K	0.02%	704
2025 Q1	$161K	Buy	18,043 +2,204	+14%	+$20.5K	0.01%	712
2024 Q4	$166K	Sell	15,839 -1,586	-9%	-$17.2K	0.01%	723
2024 Q3	$174K	Sell	17,425 -425	-2%	-$4.32K	0.01%	726
2024 Q2	$177K	Buy	17,850 +186	+1%	+$1.75K	0.01%	738
2024 Q1	$162K	Sell	17,664 -4,048	-19%	-$31K	0.01%	760
2023 Q4	$150K	Sell	21,712 -609	-3%	-$4.03K	0.01%	719
2023 Q3	$156K	Buy	+22,321	New	+$156K	0.02%	635

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Freedom Investment Management's WT Position: Q3 2025 in Review

Freedom Investment Management sold out of WisdomTree (WT) in Q3 2025, closing a stake of 17,426 shares — an estimated $201K sold.

Freedom Investment Management first reported a position in WT in Q3 2023 and held it in 8 quarters. The position peaked at $201K in Q2 2025. 269 funds tracked by Wall St. Rank hold WT as of Q3 2025.

Freedom Investment Management reported no remaining WisdomTree position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 17,426 WisdomTree shares in Q3 2025, an estimated $201K.
Freedom Investment Management first reported a position in WisdomTree in Q3 2023 and held it in 8 quarters.
Freedom Investment Management's WisdomTree position peaked at $201K in Q2 2025.
269 funds tracked by Wall St. Rank held WisdomTree as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.