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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 – 764
2025
Q3 		$240K Buy
+17,255
New +$231K 0.08% 368
2020
Q1 		– Sell
-98,712
Closed -$478K – 1333
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return