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Koesten Hirschmann & Crabtree’s WisdomTree WT Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q3 		– Sell
-70
Closed -$806 – 380
2025
Q2 		$806 Buy
+70
New +$655 ﹤0.01% 268

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Koesten Hirschmann & Crabtree's WT Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of WisdomTree (WT) in Q3 2025, closing a stake of 70 shares — an estimated $806 sold.

Koesten Hirschmann & Crabtree first reported a position in WT in Q2 2025 and held it in 1 quarter. The position peaked at $806 in Q2 2025. 269 funds tracked by Wall St. Rank hold WT as of Q3 2025.

  • Koesten Hirschmann & Crabtree reported no remaining WisdomTree position as of Q3 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 70 WisdomTree shares in Q3 2025, an estimated $806.
  • Koesten Hirschmann & Crabtree first reported a position in WisdomTree in Q2 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's WisdomTree position peaked at $806 in Q2 2025.
  • 269 funds tracked by Wall St. Rank held WisdomTree as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.