Paces Ferry Wealth Advisors’s WisdomTree WT Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-74	Closed	–	–	1114
2020 Q3	$0	Buy	+74	New	+$267	﹤0.01%	1260

Other funds holding WT

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Paces Ferry Wealth Advisors's WT Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of WisdomTree (WT) in Q4 2020, closing a stake of 74 shares.

Paces Ferry Wealth Advisors first reported a position in WT in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 150 funds tracked by Wall St. Rank hold WT as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining WisdomTree position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 74 WisdomTree shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in WisdomTree in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's WisdomTree position peaked at $0 in Q3 2020.
150 funds tracked by Wall St. Rank held WisdomTree as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.