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Marshall Wace North America’s WisdomTree WT Stock Holding History

Marshall Wace North America’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
2020
Q4 		– Sell
-135,198
Closed -$432K – 1619
2020
Q3 		$432K Sell
135,198
-127,490
-49% -$460K ﹤0.01% 996
2020
Q2 		$912K Buy
262,688
+180,220
+219% +$547K 0.01% 783
2020
Q1 		$191K Buy
+82,468
New +$319K ﹤0.01% 902
2017
Q3 		– Sell
-44,113
Closed -$442K – 1534
2017
Q2 		$442K Buy
+44,113
New +$407K ﹤0.01% 1108
2013
Q4 		$12.1M Buy
680,621
+657,799
+2,882% +$9.36M 0.26% 96
2013
Q3 		$265K Sell
22,822
-33,374
-59% -$403K 0.01% 530
2013
Q2 		$650K Buy
+56,196
New +$657K 0.05% 281

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace North America's WT Position: Q4 2020 in Review

Marshall Wace North America sold out of WisdomTree (WT) in Q4 2020, closing a stake of 135,198 shares — an estimated $432K sold.

Marshall Wace North America first reported a position in WT in Q2 2013 and held it in 7 quarters. The position peaked at $12.1M in Q4 2013. 150 funds tracked by Wall St. Rank hold WT as of Q4 2020.

  • Marshall Wace North America reported no remaining WisdomTree position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 135,198 WisdomTree shares in Q4 2020, an estimated $432K.
  • Marshall Wace North America first reported a position in WisdomTree in Q2 2013 and held it in 7 quarters.
  • Marshall Wace North America's WisdomTree position peaked at $12.1M in Q4 2013.
  • 150 funds tracked by Wall St. Rank held WisdomTree as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.