Mackenzie Financial
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Mackenzie Financial’s WisdomTree WT Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-62,115
Closed -$554K – 1812
2025
Q1 		$554K Sell
62,115
-15,649
-20% -$146K ﹤0.01% 1167
2024
Q4 		$817K Buy
77,764
+56,552
+267% +$612K ﹤0.01% 997
2024
Q3 		$212K Buy
21,212
+531
+3% +$5.4K ﹤0.01% 1358
2024
Q2 		$205K Sell
20,681
-196
-0.9% -$1.84K ﹤0.01% 1331
2024
Q1 		$192K Buy
+20,877
New +$160K ﹤0.01% 1354
2023
Q4 		– Sell
-23,120
Closed -$156K – 1591
2023
Q3 		$156K Buy
+23,120
New +$162K ﹤0.01% 1304
2023
Q1 		– Sell
-28,382
Closed -$155K – 1623
2022
Q4 		$155K Buy
+28,382
New +$148K ﹤0.01% 1286
2022
Q3 		– Sell
-45,915
Closed -$233K – 1525
2022
Q2 		$233K Buy
45,915
+1,743
+4% +$10K ﹤0.01% 1218
2022
Q1 		$259K Buy
44,172
+368
+0.8% +$2.1K ﹤0.01% 1190
2021
Q4 		$268K Sell
43,804
-840
-2% -$5.21K ﹤0.01% 1197
2021
Q3 		$253K Buy
44,644
+3,338
+8% +$20.5K ﹤0.01% 1212
2021
Q2 		$256K Buy
+41,306
New +$272K ﹤0.01% 1105
2018
Q4 		– Sell
-393,200
Closed -$3.33M – 1253
2018
Q3 		$3.33M Hold
393,200
– – 0.01% 559
2018
Q2 		$3.57M Hold
393,200
– – 0.01% 513
2018
Q1 		$3.61M Buy
393,200
+263,200
+202% +$2.84M 0.01% 483
2017
Q4 		$1.63M Buy
+130,000
New +$1.49M ﹤0.01% 557
2014
Q4 		– Sell
-31,900
Closed -$363K – 774
2014
Q3 		$363K Buy
+31,900
New +$363K ﹤0.01% 661

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Mackenzie Financial's WT Position: Q2 2025 in Review

Mackenzie Financial sold out of WisdomTree (WT) in Q2 2025, closing a stake of 62,115 shares — an estimated $554K sold.

Mackenzie Financial first reported a position in WT in Q3 2014 and held it in 17 quarters. The position peaked at $3.61M in Q1 2018. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Mackenzie Financial reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 62,115 WisdomTree shares in Q2 2025, an estimated $554K.
  • Mackenzie Financial first reported a position in WisdomTree in Q3 2014 and held it in 17 quarters.
  • Mackenzie Financial's WisdomTree position peaked at $3.61M in Q1 2018.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.