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New York Life Investment Management’s WisdomTree WT Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-40,337
Closed -$371K – 1333
2024
Q1 		$371K Buy
+40,337
New +$309K ﹤0.01% 964

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ACH
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Wellington Management Group
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York Life Investment Management's WT Position: Q2 2024 in Review

New York Life Investment Management sold out of WisdomTree (WT) in Q2 2024, closing a stake of 40,337 shares — an estimated $371K sold.

New York Life Investment Management first reported a position in WT in Q1 2024 and held it in 1 quarter. The position peaked at $371K in Q1 2024. 224 funds tracked by Wall St. Rank hold WT as of Q2 2024.

  • New York Life Investment Management reported no remaining WisdomTree position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 40,337 WisdomTree shares in Q2 2024, an estimated $371K.
  • New York Life Investment Management first reported a position in WisdomTree in Q1 2024 and held it in 1 quarter.
  • New York Life Investment Management's WisdomTree position peaked at $371K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held WisdomTree as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.