Lord, Abbett & Co
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Lord, Abbett & Co’s WisdomTree WT Stock Holding History

Lord, Abbett & Co’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
-10,000
Closed -$105K – 591
2024
Q4 		$105K Buy
+10,000
New +$108K ﹤0.01% 517
2023
Q4 		– Sell
-650,000
Closed -$4.55M – 594
2023
Q3 		$4.55M Buy
+650,000
New +$4.55M 0.02% 479
2021
Q2 		– Sell
-43,200
Closed -$270K – 722
2021
Q1 		$270K Hold
43,200
– – ﹤0.01% 627
2020
Q4 		$231K Buy
+43,200
New +$186K ﹤0.01% 650
2017
Q3 		– Sell
-316,991
Closed -$3.22M – 931
2017
Q2 		$3.22M Sell
316,991
-21,840
-6% -$202K 0.01% 824
2017
Q1 		$3.08M Sell
338,831
-3,149,373
-90% -$30.5M 0.01% 810
2016
Q4 		$38.9M Buy
3,488,204
+2,655,220
+319% +$27.7M 0.12% 255
2016
Q3 		$8.57M Sell
832,984
-812,987
-49% -$8.47M 0.03% 626
2016
Q2 		$16.1M Buy
1,645,971
+469,797
+40% +$5.18M 0.05% 461
2016
Q1 		$13.4M Buy
1,176,174
+576,324
+96% +$6.92M 0.04% 497
2015
Q4 		$9.41M Sell
599,850
-1,331,230
-69% -$24.4M 0.03% 614
2015
Q3 		$31.1M Sell
1,931,080
-3,368,663
-64% -$70.9M 0.09% 320
2015
Q2 		$116M Buy
5,299,743
+161,032
+3% +$3.4M 0.31% 68
2015
Q1 		$110M Buy
5,138,711
+1,632,813
+47% +$30.5M 0.28% 83
2014
Q4 		$55M Buy
3,505,898
+1,716,072
+96% +$23.9M 0.14% 196
2014
Q3 		$20.4M Sell
1,789,826
-897,289
-33% -$10.2M 0.05% 486
2014
Q2 		$33.2M Buy
2,687,115
+1,791,146
+200% +$20.3M 0.08% 386
2014
Q1 		$11.8M Sell
895,969
-2,582,661
-74% -$39.4M 0.03% 595
2013
Q4 		$61.6M Buy
3,478,630
+1,170,664
+51% +$16.7M 0.14% 210
2013
Q3 		$26.8M Sell
2,307,966
-121,700
-5% -$1.47M 0.06% 445
2013
Q2 		$28.1M Buy
+2,429,666
New +$28.4M 0.07% 425

Other funds holding WT

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Millennium Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co's WT Position: Q1 2025 in Review

Lord, Abbett & Co sold out of WisdomTree (WT) in Q1 2025, closing a stake of 10,000 shares — an estimated $105K sold.

Lord, Abbett & Co first reported a position in WT in Q2 2013 and held it in 21 quarters. The position peaked at $116M in Q2 2015. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

  • Lord, Abbett & Co reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 10,000 WisdomTree shares in Q1 2025, an estimated $105K.
  • Lord, Abbett & Co first reported a position in WisdomTree in Q2 2013 and held it in 21 quarters.
  • Lord, Abbett & Co's WisdomTree position peaked at $116M in Q2 2015.
  • 256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Lord, Abbett & Co's 13F filing for Q1 2025, filed 13 May 2025.