Gabelli & Co Investment Advisers’s WisdomTree WT Stock Holding History

Gabelli & Co Investment Advisers’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
2024 Q3	–	Sell	-28,000	Closed	-$277K	–	264
2024 Q2	$277K	Sell	28,000 -4,000	-13%	-$37.6K	0.05%	167
2024 Q1	$294K	Sell	32,000 -8,000	-20%	-$61.3K	0.05%	153
2023 Q4	$277K	Sell	40,000 -7,500	-16%	-$49.7K	0.05%	154
2023 Q3	$333K	Sell	47,500 -2,500	-5%	-$17.5K	0.05%	140
2023 Q2	$343K	Buy	+50,000	New	+$334K	0.06%	134
2022 Q4	–	Sell	-108,000	Closed	-$505K	–	349
2022 Q3	$505K	Sell	108,000 -2,000	-2%	-$10.2K	0.07%	192
2022 Q2	$558K	Buy	110,000 +10,672	+11%	+$61.2K	0.07%	193
2022 Q1	$583K	Buy	+99,328	New	+$567K	0.08%	195

Other funds holding WT

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

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

ACH

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gabelli & Co Investment Advisers's WT Position: Q3 2024 in Review

Gabelli & Co Investment Advisers sold out of WisdomTree (WT) in Q3 2024, closing a stake of 28,000 shares — an estimated $277K sold.

Gabelli & Co Investment Advisers first reported a position in WT in Q1 2022 and held it in 8 quarters. The position peaked at $583K in Q1 2022. 233 funds tracked by Wall St. Rank hold WT as of Q3 2024.

Gabelli & Co Investment Advisers reported no remaining WisdomTree position as of Q3 2024 after selling out during the quarter.
Gabelli & Co Investment Advisers sold 28,000 WisdomTree shares in Q3 2024, an estimated $277K.
Gabelli & Co Investment Advisers first reported a position in WisdomTree in Q1 2022 and held it in 8 quarters.
Gabelli & Co Investment Advisers's WisdomTree position peaked at $583K in Q1 2022.
233 funds tracked by Wall St. Rank held WisdomTree as of Q3 2024.

Based on Gabelli & Co Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.