GeoWealth Management’s WisdomTree WT Stock Holding History

GeoWealth 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 Q1	–	Sell	-117	Closed	-$1.23K	–	1792
2024 Q4	$1.23K	Buy	+117	New	+$1.27K	﹤0.01%	1683

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

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

ACH

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

Millennium Management New York $240B AUM 35.51% 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

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

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

GeoWealth Management's WT Position: Q1 2025 in Review

GeoWealth Management sold out of WisdomTree (WT) in Q1 2025, closing a stake of 117 shares — an estimated $1.23K sold.

GeoWealth Management first reported a position in WT in Q4 2024 and held it in 1 quarter. The position peaked at $1.23K in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

GeoWealth Management reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 117 WisdomTree shares in Q1 2025, an estimated $1.23K.
GeoWealth Management first reported a position in WisdomTree in Q4 2024 and held it in 1 quarter.
GeoWealth Management's WisdomTree position peaked at $1.23K in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.