Institutional & Family Asset Management’s WisdomTree WT Stock Holding History

Institutional & Family Asset 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 Q4	–	Sell	-3,000	Closed	-$17K	–	944
2021 Q3	$17K	Hold	3,000	–	–	﹤0.01%	477
2021 Q2	$19K	Buy	+3,000	New	+$19.8K	﹤0.01%	493

Other funds holding WT

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's WT Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of WisdomTree (WT) in Q4 2021, closing a stake of 3,000 shares — an estimated $17K sold.

Institutional & Family Asset Management first reported a position in WT in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 169 funds tracked by Wall St. Rank hold WT as of Q4 2021.

Institutional & Family Asset Management reported no remaining WisdomTree position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 3,000 WisdomTree shares in Q4 2021, an estimated $17K.
Institutional & Family Asset Management first reported a position in WisdomTree in Q2 2021 and held it in 2 quarters.
Institutional & Family Asset Management's WisdomTree position peaked at $19K in Q2 2021.
169 funds tracked by Wall St. Rank held WisdomTree as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.