Petrus Trust Company’s WisdomTree WT Stock Holding History

Petrus Trust Company’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 Q2	–	Sell	-27,327	Closed	-$244K	–	763
2025 Q1	$244K	Hold	27,327	–	–	0.02%	473
2024 Q4	$287K	Hold	27,327	–	–	0.03%	444
2024 Q3	$273K	Buy	27,327 +10,327	+61%	+$105K	0.03%	436
2024 Q2	$168K	Buy	+17,000	New	+$160K	0.02%	556

Other funds holding WT

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

ACL

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

ACH

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's WT Position: Q2 2025 in Review

Petrus Trust Company sold out of WisdomTree (WT) in Q2 2025, closing a stake of 27,327 shares — an estimated $244K sold.

Petrus Trust Company first reported a position in WT in Q2 2024 and held it in 4 quarters. The position peaked at $287K in Q4 2024. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

Petrus Trust Company reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 27,327 WisdomTree shares in Q2 2025, an estimated $244K.
Petrus Trust Company first reported a position in WisdomTree in Q2 2024 and held it in 4 quarters.
Petrus Trust Company's WisdomTree position peaked at $287K in Q4 2024.
247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.