Prelude Capital Management’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,484
Closed -$209K 1406
2025
Q1
$209K Buy
23,484
+5,262
+29% +$49K 0.02% 919
2024
Q4
$191K Sell
18,222
-6,838
-27% -$74K 0.01% 1009
2024
Q3
$250K Sell
25,060
-5,523
-18% -$56.2K 0.02% 954
2024
Q2
$303K Sell
30,583
-10,289
-25% -$96.8K 0.02% 787
2024
Q1
$376K Buy
+40,872
New +$313K 0.02% 776
2023
Q4
Sell
-34,494
Closed -$241K 1382
2023
Q3
$241K Buy
+34,494
New +$241K 0.02% 791
2022
Q4
Sell
-52,979
Closed -$248K 1648
2022
Q3
$248K Sell
52,979
-45,234
-46% -$231K 0.01% 968
2022
Q2
$498K Sell
98,213
-576
-0.6% -$3.3K 0.01% 814
2022
Q1
$580K Sell
98,789
-73,011
-42% -$417K 0.02% 800
2021
Q4
$1.05M Buy
171,800
+129,673
+308% +$804K 0.03% 580
2021
Q3
$239K Sell
42,127
-90,543
-68% -$556K 0.01% 1262
2021
Q2
$823K Sell
132,670
-130,309
-50% -$859K 0.02% 714
2021
Q1
$1.64M Buy
262,979
+39,022
+17% +$224K 0.04% 403
2020
Q4
$1.2M Buy
223,957
+138,245
+161% +$595K 0.03% 422
2020
Q3
$274K Buy
85,712
+73,939
+628% +$267K 0.01% 591
2020
Q2
$41K Hold
11,773
﹤0.01% 1209
2020
Q1
$27K Sell
11,773
-9,750
-45% -$37.8K ﹤0.01% 912
2019
Q4
$104K Buy
21,523
+2,623
+14% +$13K ﹤0.01% 1089
2019
Q3
$99K Buy
+18,900
New +$107K ﹤0.01% 960
2019
Q1
Sell
-365
Closed -$2.51K 2241
2018
Q4
$2K Buy
+365
New +$2.65K ﹤0.01% 1699
2018
Q2
Sell
-14,217
Closed -$148K 1976
2018
Q1
$130K Buy
14,217
+7,882
+124% +$85.1K 0.01% 802
2017
Q4
$80K Buy
6,335
+1,585
+33% +$18.2K 0.01% 844
2017
Q3
$48K Buy
4,750
+50
+1% +$484 ﹤0.01% 1114
2017
Q2
$48K Buy
+4,700
New +$43.4K ﹤0.01% 1019
2015
Q2
Sell
-600
Closed -$13K 2078
2015
Q1
$13K Buy
+600
New +$11.2K ﹤0.01% 1805
2014
Q2
Sell
-8,600
Closed -$113K 2200
2014
Q1
$113K Buy
+8,600
New +$131K 0.02% 981

Other funds holding WT

Prelude Capital Management's WT Position: Q2 2025 in Review

Prelude Capital Management sold out of WisdomTree (WT) in Q2 2025, closing a stake of 23,484 shares — an estimated $209K sold.

Prelude Capital Management first reported a position in WT in Q1 2014 and held it in 26 quarters. The position peaked at $1.64M in Q1 2021. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Prelude Capital Management reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • Prelude Capital Management sold 23,484 WisdomTree shares in Q2 2025, an estimated $209K.
  • Prelude Capital Management first reported a position in WisdomTree in Q1 2014 and held it in 26 quarters.
  • Prelude Capital Management's WisdomTree position peaked at $1.64M in Q1 2021.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.