Innealta Capital’s WisdomTree WT Stock Holding History

Innealta Capital’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 Q3	–	Sell	-101	Closed	-$1K	–	1706
2024 Q2	$1K	Buy	+101	New	+$950	﹤0.01%	1319

Other funds holding WT

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

ACL

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

ACH

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Innealta Capital's WT Position: Q3 2024 in Review

Innealta Capital sold out of WisdomTree (WT) in Q3 2024, closing a stake of 101 shares — an estimated $1K sold.

Innealta Capital first reported a position in WT in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 233 funds tracked by Wall St. Rank hold WT as of Q3 2024.

Innealta Capital reported no remaining WisdomTree position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 101 WisdomTree shares in Q3 2024, an estimated $1K.
Innealta Capital first reported a position in WisdomTree in Q2 2024 and held it in 1 quarter.
Innealta Capital's WisdomTree position peaked at $1K in Q2 2024.
233 funds tracked by Wall St. Rank held WisdomTree as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.