Glenmede Trust’s WisdomTree WT Stock Holding History

Glenmede Trust’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
2020 Q4	–	Sell	-1,004	Closed	-$3K	–	2281
2020 Q3	$3K	Hold	1,004	–	–	﹤0.01%	2215
2020 Q2	$3K	Buy	1,004 +228	+29%	+$693	﹤0.01%	2200
2020 Q1	$3K	Hold	776	–	–	﹤0.01%	2813
2019 Q4	$3K	Hold	776	–	–	﹤0.01%	2813
2019 Q3	$4	Buy	776 +265	+52%	+$1.5K	﹤0.01%	2725
2019 Q2	$3	Hold	511	–	–	﹤0.01%	2789
2019 Q1	$3	Hold	511	–	–	﹤0.01%	2773
2018 Q4	$3	Buy	+511	New	+$3.71K	﹤0.01%	2708

Other funds holding WT

ACH

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

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

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

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenmede Trust's WT Position: Q4 2020 in Review

Glenmede Trust sold out of WisdomTree (WT) in Q4 2020, closing a stake of 1,004 shares — an estimated $3K sold.

Glenmede Trust first reported a position in WT in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q3 2020. 150 funds tracked by Wall St. Rank hold WT as of Q4 2020.

Glenmede Trust reported no remaining WisdomTree position as of Q4 2020 after selling out during the quarter.
Glenmede Trust sold 1,004 WisdomTree shares in Q4 2020, an estimated $3K.
Glenmede Trust first reported a position in WisdomTree in Q4 2018 and held it in 8 quarters.
Glenmede Trust's WisdomTree position peaked at $3K in Q3 2020.
150 funds tracked by Wall St. Rank held WisdomTree as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.