Legato Capital Management’s WisdomTree WT Stock Holding History

Legato Capital 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
2025 Q1	–	Sell	-108,847	Closed	-$1.14M	–	628
2024 Q4	$1.14M	Buy	108,847 +8,044	+8%	+$87.1K	0.15%	256
2024 Q3	$1.01M	Buy	100,803 +60,698	+151%	+$617K	0.12%	299
2024 Q2	$397K	Hold	40,105	–	–	0.05%	469
2024 Q1	$369K	Buy	+40,105	New	+$307K	0.04%	486
2023 Q4	–	Sell	-56,357	Closed	-$394K	–	629
2023 Q3	$394K	Buy	56,357 +29,921	+113%	+$209K	0.06%	444
2023 Q2	$181K	Buy	+26,436	New	+$177K	0.02%	521

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legato Capital Management's WT Position: Q1 2025 in Review

Legato Capital Management sold out of WisdomTree (WT) in Q1 2025, closing a stake of 108,847 shares — an estimated $1.14M sold.

Legato Capital Management first reported a position in WT in Q2 2023 and held it in 6 quarters. The position peaked at $1.14M in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

Legato Capital Management reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
Legato Capital Management sold 108,847 WisdomTree shares in Q1 2025, an estimated $1.14M.
Legato Capital Management first reported a position in WisdomTree in Q2 2023 and held it in 6 quarters.
Legato Capital Management's WisdomTree position peaked at $1.14M in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Legato Capital Management's 13F filing for Q1 2025, filed 6 May 2025.