Lake Point Wealth Management’s WisdomTree WT Stock Holding History

Lake Point Wealth 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
2022 Q2	$0	Hold	75	–	–	﹤0.01%	522
2022 Q1	$0	Hold	75	–	–	﹤0.01%	495
2021 Q4	$0	Hold	75	–	–	﹤0.01%	494
2021 Q3	$0	Hold	75	–	–	﹤0.01%	468
2021 Q2	$0	Buy	+75	New	+$495	﹤0.01%	446
2020 Q1	$0	Hold	75	–	–	﹤0.01%	477
2019 Q4	$0	Buy	+75	New	+$372	﹤0.01%	633
2019 Q2	$0	Hold	75	–	–	﹤0.01%	694
2019 Q1	$0	Hold	75	–	–	﹤0.01%	875
2018 Q4	$0	Buy	+75	New	+$545	﹤0.01%	857

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

LPC

Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Lake Point Wealth Management's WT Position: Q2 2022 in Review

Lake Point Wealth Management held its WisdomTree (WT) position steady in Q2 2022 at 75 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Lake Point Wealth Management first reported a position in WT in Q4 2018 and has held it in 10 quarters since. 163 funds tracked by Wall St. Rank hold WT as of Q2 2022.

Lake Point Wealth Management held 75 shares of WisdomTree worth $0 as of Q2 2022.
Lake Point Wealth Management left its WisdomTree share count unchanged in Q2 2022.
WisdomTree made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #522 holding.
Lake Point Wealth Management first reported a position in WisdomTree in Q4 2018 and has held it in 10 quarters since.
163 funds tracked by Wall St. Rank held WisdomTree as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.