Heck Capital Advisors’s WisdomTree WT Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-1,000	Closed	-$10.5K	–	796
2024 Q4	$10.5K	Buy	+1,000	New	+$10.8K	﹤0.01%	533

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heck Capital Advisors's WT Position: Q1 2025 in Review

Heck Capital Advisors sold out of WisdomTree (WT) in Q1 2025, closing a stake of 1,000 shares — an estimated $10.5K sold.

Heck Capital Advisors first reported a position in WT in Q4 2024 and held it in 1 quarter. The position peaked at $10.5K in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

Heck Capital Advisors reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,000 WisdomTree shares in Q1 2025, an estimated $10.5K.
Heck Capital Advisors first reported a position in WisdomTree in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's WisdomTree position peaked at $10.5K in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.