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Money Concepts Capital’s WisdomTree WT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-425
Closed -$2.32K – 2924
2022
Q4 		$2.32K Buy
+425
New +$2.21K ﹤0.01% 2634
2022
Q2 		– Sell
-425
Closed -$2K – 2634
2022
Q1 		$2K Buy
+425
New +$2.43K ﹤0.01% 2500

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Money Concepts Capital's WT Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree (WT) in Q1 2023, closing a stake of 425 shares — an estimated $2.32K sold.

Money Concepts Capital first reported a position in WT in Q1 2022 and held it in 2 quarters. The position peaked at $2.32K in Q4 2022. 148 funds tracked by Wall St. Rank hold WT as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 425 WisdomTree shares in Q1 2023, an estimated $2.32K.
  • Money Concepts Capital first reported a position in WisdomTree in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's WisdomTree position peaked at $2.32K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held WisdomTree as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.