Next Financial Group’s WisdomTree WT Stock Holding History

Next 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
2021 Q4	–	Sell	-1,012	Closed	-$6K	–	2996
2021 Q3	$6K	Hold	1,012	–	–	﹤0.01%	2222
2021 Q2	$6K	Hold	1,012	–	–	﹤0.01%	2168
2021 Q1	$6K	Buy	+1,012	New	+$5.8K	﹤0.01%	2062
2019 Q1	–	Sell	-1,915	Closed	-$13K	–	2139
2018 Q4	$13K	Buy	+1,915	New	+$13.9K	﹤0.01%	1270
2015 Q3	–	Sell	-61,062	Closed	-$1.34M	–	1977
2015 Q2	$1.34M	Buy	+61,062	New	+$1.29M	0.46%	49

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's WT Position: Q4 2021 in Review

Next Financial Group sold out of WisdomTree (WT) in Q4 2021, closing a stake of 1,012 shares — an estimated $6K sold.

Next Financial Group first reported a position in WT in Q2 2015 and held it in 5 quarters. The position peaked at $1.34M in Q2 2015. 169 funds tracked by Wall St. Rank hold WT as of Q4 2021.

Next Financial Group reported no remaining WisdomTree position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 1,012 WisdomTree shares in Q4 2021, an estimated $6K.
Next Financial Group first reported a position in WisdomTree in Q2 2015 and held it in 5 quarters.
Next Financial Group's WisdomTree position peaked at $1.34M in Q2 2015.
169 funds tracked by Wall St. Rank held WisdomTree as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.