Mendota Financial Group’s WisdomTree WT Stock Holding History

Mendota 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
2024 Q4	–	Sell	-11	Closed	-$110	–	1174
2024 Q3	$110	Buy	+11	New	+$112	﹤0.01%	882

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

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

ACH

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Mendota Financial Group's WT Position: Q4 2024 in Review

Mendota Financial Group sold out of WisdomTree (WT) in Q4 2024, closing a stake of 11 shares — an estimated $110 sold.

Mendota Financial Group first reported a position in WT in Q3 2024 and held it in 1 quarter. The position peaked at $110 in Q3 2024. 271 funds tracked by Wall St. Rank hold WT as of Q4 2024.

Mendota Financial Group reported no remaining WisdomTree position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 11 WisdomTree shares in Q4 2024, an estimated $110.
Mendota Financial Group first reported a position in WisdomTree in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's WisdomTree position peaked at $110 in Q3 2024.
271 funds tracked by Wall St. Rank held WisdomTree as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.