Freestone Grove Partners’s WisdomTree WT Stock Holding History

Freestone Grove Partners’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	-51,034	Closed	-$622K	–	1198
2025 Q4	$622K	Buy	+51,034	New	+$616K	﹤0.01%	538
2025 Q3	–	Sell	-20,351	Closed	-$234K	–	922
2025 Q2	$234K	Sell	20,351 -296	-1%	-$2.77K	﹤0.01%	614
2025 Q1	$184K	Buy	+20,647	New	+$192K	﹤0.01%	546

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 $3.37T AUM 44.26% 1-Year Est. Return

SCM

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

Freestone Grove Partners's WT Position: Q1 2026 in Review

Freestone Grove Partners sold out of WisdomTree (WT) in Q1 2026, closing a stake of 51,034 shares — an estimated $622K sold.

Freestone Grove Partners first reported a position in WT in Q1 2025 and held it in 3 quarters. The position peaked at $622K in Q4 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Freestone Grove Partners reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
Freestone Grove Partners sold 51,034 WisdomTree shares in Q1 2026, an estimated $622K.
Freestone Grove Partners first reported a position in WisdomTree in Q1 2025 and held it in 3 quarters.
Freestone Grove Partners's WisdomTree position peaked at $622K in Q4 2025.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.