Occudo Quantitative Strategies’s WisdomTree WT Stock Holding History

Occudo Quantitative Strategies’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
2026 Q2	$193K	Buy	+11,415	New	+$202K	0.01%	693
2025 Q4	–	Sell	-29,888	Closed	-$415K	–	929
2025 Q3	$415K	Buy	+29,888	New	+$399K	0.05%	433
2024 Q4	–	Sell	-24,764	Closed	-$247K	–	993
2024 Q3	$247K	Buy	+24,764	New	+$252K	0.05%	526
2023 Q1	–	Sell	-77,706	Closed	-$423K	–	1228
2022 Q4	$423K	Sell	77,706 -12,690	-14%	-$66K	0.05%	556
2022 Q3	$423K	Sell	90,396 -22,379	-20%	-$114K	0.03%	720
2022 Q2	$572K	Buy	112,775 +12,062	+12%	+$69.2K	0.05%	574
2022 Q1	$591K	Buy	100,713 +70,427	+233%	+$402K	0.05%	579
2021 Q4	$185K	Buy	30,286 +5,486	+22%	+$34K	0.02%	903
2021 Q3	$141K	Buy	24,800 +7,890	+47%	+$48.4K	0.02%	897
2021 Q2	$105K	Buy	+16,910	New	+$111K	0.02%	788

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Occudo Quantitative Strategies's WT Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in WisdomTree (WT) in Q2 2026: 11,415 shares worth $193K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in WT as recently as Q3 2025.

Occudo Quantitative Strategies first reported a position in WT in Q2 2021 and has held it in 10 quarters since. The position peaked at $591K in Q1 2022. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Occudo Quantitative Strategies held 11,415 shares of WisdomTree worth $193K as of Q2 2026.
WisdomTree was a new Occudo Quantitative Strategies position in Q2 2026.
WisdomTree made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #693 holding.
Occudo Quantitative Strategies first reported a position in WisdomTree in Q2 2021 and has held it in 10 quarters since.
Occudo Quantitative Strategies's WisdomTree position peaked at $591K in Q1 2022.
313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.