NewEdge Advisors’s WisdomTree WT Stock Holding History

NewEdge Advisors’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
2021 Q3	–	Sell	-19,161	Closed	-$119K	–	1234
2021 Q2	$119K	Buy	19,161 +1,606	+9%	+$10.6K	﹤0.01%	1090
2021 Q1	$110K	Buy	+17,555	New	+$101K	﹤0.01%	982
2017 Q3	–	Sell	-200	Closed	-$2.12K	–	1134
2017 Q2	$2.12K	Buy	+200	New	+$1.85K	﹤0.01%	1301

Other funds holding WT

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

NewEdge Advisors's WT Position: Q3 2021 in Review

NewEdge Advisors sold out of WisdomTree (WT) in Q3 2021, closing a stake of 19,161 shares — an estimated $119K sold.

NewEdge Advisors first reported a position in WT in Q2 2017 and held it in 3 quarters. The position peaked at $119K in Q2 2021. 167 funds tracked by Wall St. Rank hold WT as of Q3 2021.

NewEdge Advisors reported no remaining WisdomTree position as of Q3 2021 after selling out during the quarter.
NewEdge Advisors sold 19,161 WisdomTree shares in Q3 2021, an estimated $119K.
NewEdge Advisors first reported a position in WisdomTree in Q2 2017 and held it in 3 quarters.
NewEdge Advisors's WisdomTree position peaked at $119K in Q2 2021.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2021.

Based on NewEdge Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.