Prelude Capital Management’s WisdomTree WT Stock Holding History

Prelude Capital 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
2020 Q1	–	Sell	-28,800	Closed	-$139K	–	2101
2019 Q4	$139K	Buy	28,800 +14,300	+99%	+$71K	0.01%	981
2019 Q3	$76K	Buy	+14,500	New	+$82K	﹤0.01%	1039
2019 Q2	–	Sell	-13,800	Closed	-$97K	–	2197
2019 Q1	$97K	Buy	13,800 +6,600	+92%	+$45.4K	0.01%	942
2018 Q4	$48K	Buy	+7,200	New	+$52.3K	﹤0.01%	1126
2018 Q3	–	Sell	-17,300	Closed	-$157K	–	2077
2018 Q2	$157K	Sell	17,300 -43,500	-72%	-$454K	0.01%	802
2018 Q1	$558K	Buy	60,800 +51,000	+520%	+$551K	0.04%	411
2017 Q4	$123K	Sell	9,800 -13,900	-59%	-$160K	0.01%	740
2017 Q3	$241K	Buy	+23,700	New	+$229K	0.02%	581

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

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.