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Harvest Group Wealth Management’s WisdomTree WT Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-65
Closed – – 724
2020
Q4 		$0 Hold
65
– – ﹤0.01% 871
2020
Q3 		$0 Hold
65
– – ﹤0.01% 846
2020
Q2 		$0 Buy
+65
New +$197 ﹤0.01% 878
2019
Q4 		– Sell
-261
Closed -$1K – 1062
2019
Q3 		$1K Buy
+261
New +$1.48K ﹤0.01% 953
2019
Q2 		– Sell
-141
Closed -$1K – 1016
2019
Q1 		$1K Buy
+141
New +$971 ﹤0.01% 866

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's WT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of WisdomTree (WT) in Q1 2021, closing a stake of 65 shares.

Harvest Group Wealth Management first reported a position in WT in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 150 funds tracked by Wall St. Rank hold WT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining WisdomTree position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 65 WisdomTree shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in WisdomTree in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's WisdomTree position peaked at $1K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held WisdomTree as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.