Ranch Capital Advisors’s WisdomTree WT Stock Holding History

Ranch Capital 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
2021 Q2	–	Sell	-400	Closed	-$2K	–	908
2021 Q1	$2K	Buy	+400	New	+$2.29K	﹤0.01%	811

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Ranch Capital Advisors's WT Position: Q2 2021 in Review

Ranch Capital Advisors sold out of WisdomTree (WT) in Q2 2021, closing a stake of 400 shares — an estimated $2K sold.

Ranch Capital Advisors first reported a position in WT in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 176 funds tracked by Wall St. Rank hold WT as of Q2 2021.

Ranch Capital Advisors reported no remaining WisdomTree position as of Q2 2021 after selling out during the quarter.
Ranch Capital Advisors sold 400 WisdomTree shares in Q2 2021, an estimated $2K.
Ranch Capital Advisors first reported a position in WisdomTree in Q1 2021 and held it in 1 quarter.
Ranch Capital Advisors's WisdomTree position peaked at $2K in Q1 2021.
176 funds tracked by Wall St. Rank held WisdomTree as of Q2 2021.

Based on Ranch Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.