Mach-1 Financial Group’s WisdomTree WT Stock Holding History

Mach-1 Financial Group’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
2023 Q3	–	Sell	-76,102	Closed	-$522K	–	265
2023 Q2	$522K	Buy	+76,102	New	+$509K	0.15%	138

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mach-1 Financial Group's WT Position: Q3 2023 in Review

Mach-1 Financial Group sold out of WisdomTree (WT) in Q3 2023, closing a stake of 76,102 shares — an estimated $522K sold.

Mach-1 Financial Group first reported a position in WT in Q2 2023 and held it in 1 quarter. The position peaked at $522K in Q2 2023. 178 funds tracked by Wall St. Rank hold WT as of Q3 2023.

Mach-1 Financial Group reported no remaining WisdomTree position as of Q3 2023 after selling out during the quarter.
Mach-1 Financial Group sold 76,102 WisdomTree shares in Q3 2023, an estimated $522K.
Mach-1 Financial Group first reported a position in WisdomTree in Q2 2023 and held it in 1 quarter.
Mach-1 Financial Group's WisdomTree position peaked at $522K in Q2 2023.
178 funds tracked by Wall St. Rank held WisdomTree as of Q3 2023.

Based on Mach-1 Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.