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HC Financial Advisors’s WisdomTree WT Stock Holding History

HC Financial Advisors’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
Q3 		– Sell
-20
Closed – – 366
2021
Q2 		$0 Hold
20
– – ﹤0.01% 368
2021
Q1 		$0 Hold
20
– – ﹤0.01% 373
2020
Q4 		$0 Hold
20
– – ﹤0.01% 404
2020
Q3 		$0 Hold
20
– – ﹤0.01% 407
2020
Q2 		$0 Hold
20
– – ﹤0.01% 404
2020
Q1 		$0 Buy
+20
New +$77 ﹤0.01% 409

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

HC Financial Advisors's WT Position: Q3 2021 in Review

HC Financial Advisors sold out of WisdomTree (WT) in Q3 2021, closing a stake of 20 shares.

HC Financial Advisors first reported a position in WT in Q1 2020 and held it in 6 quarters. The position peaked at $0 in Q2 2021. 167 funds tracked by Wall St. Rank hold WT as of Q3 2021.

  • HC Financial Advisors reported no remaining WisdomTree position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 20 WisdomTree shares in Q3 2021.
  • HC Financial Advisors first reported a position in WisdomTree in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's WisdomTree position peaked at $0 in Q2 2021.
  • 167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.