Oxford Asset Management’s WisdomTree WT Stock Holding History

Oxford Asset 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
2025 Q4	–	Sell	-17,255	Closed	-$240K	–	772
2025 Q3	$240K	Buy	+17,255	New	+$231K	0.08%	372
2020 Q1	–	Sell	-98,712	Closed	-$478K	–	1332
2019 Q4	$478K	Buy	+98,712	New	+$490K	0.01%	1250
2015 Q2	–	Sell	-284,639	Closed	-$6.11M	–	751
2015 Q1	$6.11M	Sell	284,639 -965,076	-77%	-$18M	0.16%	157
2014 Q4	$19.8M	Buy	1,249,715 +987,912	+377%	+$13.7M	0.44%	31
2014 Q3	$3M	Buy	+261,803	New	+$2.98M	0.07%	288

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

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

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

ACL

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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Oxford Asset Management's WT Position: Q4 2025 in Review

Oxford Asset Management sold out of WisdomTree (WT) in Q4 2025, closing a stake of 17,255 shares — an estimated $240K sold.

Oxford Asset Management first reported a position in WT in Q3 2014 and held it in 5 quarters. The position peaked at $19.8M in Q4 2014. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

Oxford Asset Management reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
Oxford Asset Management sold 17,255 WisdomTree shares in Q4 2025, an estimated $240K.
Oxford Asset Management first reported a position in WisdomTree in Q3 2014 and held it in 5 quarters.
Oxford Asset Management's WisdomTree position peaked at $19.8M in Q4 2014.
288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Oxford Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.