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Glassman Wealth Services’s WisdomTree WT Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-37
Closed -$256 – 1847
2023
Q4 		$256 Buy
+37
New +$245 ﹤0.01% 1853
2020
Q2 		– Sell
-231
Closed -$1K – 1576
2020
Q1 		$1K Buy
+231
New +$895 ﹤0.01% 1023

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Glassman Wealth Services's WT Position: Q1 2024 in Review

Glassman Wealth Services sold out of WisdomTree (WT) in Q1 2024, closing a stake of 37 shares — an estimated $256 sold.

Glassman Wealth Services first reported a position in WT in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

  • Glassman Wealth Services reported no remaining WisdomTree position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 37 WisdomTree shares in Q1 2024, an estimated $256.
  • Glassman Wealth Services first reported a position in WisdomTree in Q1 2020 and held it in 2 quarters.
  • Glassman Wealth Services's WisdomTree position peaked at $1K in Q1 2020.
  • 206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.