IAIM
WT icon

International Assets Investment Management’s WisdomTree WT Stock Holding History

International Assets Investment 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
2020
Q3 		– Sell
-21,000
Closed -$73K – 453
2020
Q2 		$73K Sell
21,000
-3,000
-13% -$9.11K 0.02% 363
2020
Q1 		$56K Buy
+24,000
New +$93K 0.02% 340

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

International Assets Investment Management's WT Position: Q3 2020 in Review

International Assets Investment Management sold out of WisdomTree (WT) in Q3 2020, closing a stake of 21,000 shares — an estimated $73K sold.

International Assets Investment Management first reported a position in WT in Q1 2020 and held it in 2 quarters. The position peaked at $73K in Q2 2020. 166 funds tracked by Wall St. Rank hold WT as of Q3 2020.

  • International Assets Investment Management reported no remaining WisdomTree position as of Q3 2020 after selling out during the quarter.
  • International Assets Investment Management sold 21,000 WisdomTree shares in Q3 2020, an estimated $73K.
  • International Assets Investment Management first reported a position in WisdomTree in Q1 2020 and held it in 2 quarters.
  • International Assets Investment Management's WisdomTree position peaked at $73K in Q2 2020.
  • 166 funds tracked by Wall St. Rank held WisdomTree as of Q3 2020.

Based on International Assets Investment Management's 13F filing for Q3 2020, filed 21 Oct 2020.