Private Capital Group’s WisdomTree WT Stock Holding History

Private Capital Group’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
2021 Q1	–	Sell	-393	Closed	-$2K	–	2191
2020 Q4	$2K	Hold	393	–	–	﹤0.01%	1821
2020 Q3	$1K	Sell	393 -281	-42%	-$1.01K	﹤0.01%	1912
2020 Q2	$2K	Buy	674 +427	+173%	+$1.3K	﹤0.01%	1741
2020 Q1	$1K	Buy	247 +10	+4%	+$39	﹤0.01%	1886
2019 Q4	$1K	Buy	237 +97	+69%	+$482	﹤0.01%	1878
2019 Q3	$1K	Sell	140 -2,868	-95%	-$16.2K	﹤0.01%	2114
2019 Q2	$27K	Buy	3,008 +52	+2%	+$353	0.01%	949
2019 Q1	$21K	Sell	2,956 -135	-4%	-$929	﹤0.01%	1179
2018 Q4	$21K	Buy	3,091 +83	+3%	+$603	﹤0.01%	1084
2018 Q3	$25K	Hold	3,008	–	–	0.01%	1063
2018 Q2	$27K	Buy	3,008 +607	+25%	+$6.34K	0.01%	972
2018 Q1	$22K	Buy	2,401 +1,732	+259%	+$18.7K	﹤0.01%	1033
2017 Q4	$30	Buy	+669	New	+$7.68K	0.01%	898

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Private Capital Group's WT Position: Q1 2021 in Review

Private Capital Group sold out of WisdomTree (WT) in Q1 2021, closing a stake of 393 shares — an estimated $2K sold.

Private Capital Group first reported a position in WT in Q4 2017 and held it in 13 quarters. The position peaked at $27K in Q2 2019. 150 funds tracked by Wall St. Rank hold WT as of Q1 2021.

Private Capital Group reported no remaining WisdomTree position as of Q1 2021 after selling out during the quarter.
Private Capital Group sold 393 WisdomTree shares in Q1 2021, an estimated $2K.
Private Capital Group first reported a position in WisdomTree in Q4 2017 and held it in 13 quarters.
Private Capital Group's WisdomTree position peaked at $27K in Q2 2019.
150 funds tracked by Wall St. Rank held WisdomTree as of Q1 2021.

Based on Private Capital Group's 13F filing for Q1 2021, filed 12 Apr 2021.