Joel Greenblatt’s WisdomTree WT Stock Holding History

Joel Greenblatt’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 Q4	–	Sell	-11,996	Closed	-$38K	–	1110
2020 Q3	$38K	Sell	11,996 -1,006	-8%	-$3.63K	﹤0.01%	1004
2020 Q2	$45K	Buy	+13,002	New	+$39.5K	﹤0.01%	1029
2016 Q3	–	Sell	-15,197	Closed	-$149K	–	1060
2016 Q2	$149K	Sell	15,197 -286,034	-95%	-$3.15M	﹤0.01%	909
2016 Q1	$3.44M	Sell	301,231 -170,633	-36%	-$2.05M	0.04%	493
2015 Q4	$7.4M	Buy	471,864 +157,284	+50%	+$2.89M	0.08%	344
2015 Q3	$5.07M	Buy	314,580 +255,522	+433%	+$5.38M	0.05%	421
2015 Q2	$1.3M	Sell	59,058 -25,888	-30%	-$546K	0.01%	595
2015 Q1	$1.82M	Sell	84,946 -89,988	-51%	-$1.68M	0.01%	525
2014 Q4	$2.74M	Buy	174,934 +27,272	+18%	+$379K	0.02%	488
2014 Q3	$1.68M	Sell	147,662 -2,532	-2%	-$28.8K	0.02%	552
2014 Q2	$1.86M	Buy	150,194 +115,841	+337%	+$1.31M	0.02%	543
2014 Q1	$451K	Buy	+34,353	New	+$525K	0.01%	814

Other funds holding WT

ACH

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

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

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

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

ACL

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Greenblatt's WT Position: Q4 2020 in Review

Joel Greenblatt sold out of WisdomTree (WT) in Q4 2020, closing a stake of 11,996 shares — an estimated $38K sold.

Joel Greenblatt first reported a position in WT in Q1 2014 and held it in 12 quarters. The position peaked at $7.4M in Q4 2015. 150 funds tracked by Wall St. Rank hold WT as of Q4 2020.

Joel Greenblatt reported no remaining WisdomTree position as of Q4 2020 after selling out during the quarter.
Joel Greenblatt sold 11,996 WisdomTree shares in Q4 2020, an estimated $38K.
Joel Greenblatt first reported a position in WisdomTree in Q1 2014 and held it in 12 quarters.
Joel Greenblatt's WisdomTree position peaked at $7.4M in Q4 2015.
150 funds tracked by Wall St. Rank held WisdomTree as of Q4 2020.

Based on Gotham Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.