Magnus Financial Group’s WisdomTree WT Stock Holding History

Magnus 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
2021 Q1	–	Sell	-14,354	Closed	-$77K	–	361
2020 Q4	$77K	Sell	14,354 -943	-6%	-$4.06K	0.01%	344
2020 Q3	$49K	Sell	15,297 -38,171	-71%	-$138K	0.01%	304
2020 Q2	$186K	Buy	+53,468	New	+$162K	0.02%	592
2020 Q1	–	Sell	-19,012	Closed	-$92K	–	696
2019 Q4	$92K	Buy	+19,012	New	+$94.4K	0.01%	572
2019 Q2	–	Sell	-11,637	Closed	-$82K	–	581
2019 Q1	$82K	Buy	+11,637	New	+$80.1K	0.02%	497

Other funds holding WT

ACH

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Magnus Financial Group's WT Position: Q1 2021 in Review

Magnus Financial Group sold out of WisdomTree (WT) in Q1 2021, closing a stake of 14,354 shares — an estimated $77K sold.

Magnus Financial Group first reported a position in WT in Q1 2019 and held it in 5 quarters. The position peaked at $186K in Q2 2020. 150 funds tracked by Wall St. Rank hold WT as of Q1 2021.

Magnus Financial Group reported no remaining WisdomTree position as of Q1 2021 after selling out during the quarter.
Magnus Financial Group sold 14,354 WisdomTree shares in Q1 2021, an estimated $77K.
Magnus Financial Group first reported a position in WisdomTree in Q1 2019 and held it in 5 quarters.
Magnus Financial Group's WisdomTree position peaked at $186K in Q2 2020.
150 funds tracked by Wall St. Rank held WisdomTree as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.