MIH
WT icon

Meitav Investment House’s WisdomTree WT Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-26,310
Closed -$91K – 440
2020
Q2 		$91K Buy
26,310
+8,926
+51% +$27.1K 0.01% 377
2020
Q1 		$41K Sell
17,384
-7,909
-31% -$30.6K ﹤0.01% 369
2019
Q4 		$122K Buy
25,293
+6,097
+32% +$30.3K 0.01% 412
2019
Q3 		$105K Buy
19,196
+3,539
+23% +$20K 0.01% 434
2019
Q2 		$98K Buy
15,657
+3,765
+32% +$25.6K 0.01% 418
2019
Q1 		$86K Buy
11,892
+997
+9% +$6.86K ﹤0.01% 378
2018
Q4 		$72K Sell
10,895
-1,106
-9% -$8.03K ﹤0.01% 326
2018
Q3 		$100K Buy
+12,001
New +$102K ﹤0.01% 430

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

Meitav Investment House's WT Position: Q3 2020 in Review

Meitav Investment House sold out of WisdomTree (WT) in Q3 2020, closing a stake of 26,310 shares — an estimated $91K sold.

Meitav Investment House first reported a position in WT in Q3 2018 and held it in 8 quarters. The position peaked at $122K in Q4 2019. 166 funds tracked by Wall St. Rank hold WT as of Q3 2020.

  • Meitav Investment House reported no remaining WisdomTree position as of Q3 2020 after selling out during the quarter.
  • Meitav Investment House sold 26,310 WisdomTree shares in Q3 2020, an estimated $91K.
  • Meitav Investment House first reported a position in WisdomTree in Q3 2018 and held it in 8 quarters.
  • Meitav Investment House's WisdomTree position peaked at $122K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held WisdomTree as of Q3 2020.

Based on Meitav Investment House's 13F filing for Q3 2020, filed 5 Nov 2020.