River Global Investors’s WisdomTree WT Stock Holding History

River Global Investors’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
2023 Q1	–	Sell	-13,046	Closed	-$71K	–	201
2022 Q4	$71K	Sell	13,046 -195,398	-94%	-$1.02M	0.02%	187
2022 Q3	$977K	Sell	208,444 -21,030	-9%	-$108K	0.19%	136
2022 Q2	$1.16M	Sell	229,474 -31,426	-12%	-$180K	0.21%	125
2022 Q1	$1.53M	Buy	260,900 +86,500	+50%	+$494K	0.2%	125
2021 Q4	$1.07M	Buy	+174,400	New	+$1.08M	0.08%	135

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

ACL

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

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

River Global Investors's WT Position: Q1 2023 in Review

River Global Investors sold out of WisdomTree (WT) in Q1 2023, closing a stake of 13,046 shares — an estimated $71K sold.

River Global Investors first reported a position in WT in Q4 2021 and held it in 5 quarters. The position peaked at $1.53M in Q1 2022. 148 funds tracked by Wall St. Rank hold WT as of Q1 2023.

River Global Investors reported no remaining WisdomTree position as of Q1 2023 after selling out during the quarter.
River Global Investors sold 13,046 WisdomTree shares in Q1 2023, an estimated $71K.
River Global Investors first reported a position in WisdomTree in Q4 2021 and held it in 5 quarters.
River Global Investors's WisdomTree position peaked at $1.53M in Q1 2022.
148 funds tracked by Wall St. Rank held WisdomTree as of Q1 2023.

Based on River Global Investors's 13F filing for Q1 2023, filed 9 May 2023.