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Heritage Wealth Advisors’s WisdomTree WT Stock Holding History

Heritage Wealth 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
2024
Q1 		– Sell
-5,000
Closed -$34.6K – 575
2023
Q4 		$34.6K Buy
+5,000
New +$33.1K ﹤0.01% 369
2019
Q2 		– Sell
-3,000
Closed -$21.2K – 492
2019
Q1 		$21.2K Hold
3,000
– – ﹤0.01% 303
2018
Q4 		$19K Hold
3,000
– – ﹤0.01% 271
2018
Q3 		$25K Buy
+3,000
New +$25.5K ﹤0.01% 254

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

Heritage Wealth Advisors's WT Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of WisdomTree (WT) in Q1 2024, closing a stake of 5,000 shares — an estimated $34.6K sold.

Heritage Wealth Advisors first reported a position in WT in Q3 2018 and held it in 4 quarters. The position peaked at $34.6K in Q4 2023. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining WisdomTree position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 5,000 WisdomTree shares in Q1 2024, an estimated $34.6K.
  • Heritage Wealth Advisors first reported a position in WisdomTree in Q3 2018 and held it in 4 quarters.
  • Heritage Wealth Advisors's WisdomTree position peaked at $34.6K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.