Sageworth Trust Company of South Dakota’s WisdomTree WT Stock Holding History

Sageworth Trust Company of South Dakota’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
2022 Q3	–	Sell	-67	Closed	–	–	652
2022 Q2	$0	Hold	67	–	–	﹤0.01%	690
2022 Q1	$0	Sell	67 -300	-82%	-$1.71K	﹤0.01%	698
2021 Q4	$2K	Buy	+367	New	+$2.27K	﹤0.01%	660

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ACL

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LPC

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Sageworth Trust Company of South Dakota's WT Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of WisdomTree (WT) in Q3 2022, closing a stake of 67 shares.

Sageworth Trust Company of South Dakota first reported a position in WT in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 156 funds tracked by Wall St. Rank hold WT as of Q3 2022.

Sageworth Trust Company of South Dakota reported no remaining WisdomTree position as of Q3 2022 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 67 WisdomTree shares in Q3 2022.
Sageworth Trust Company of South Dakota first reported a position in WisdomTree in Q4 2021 and held it in 3 quarters.
Sageworth Trust Company of South Dakota's WisdomTree position peaked at $2K in Q4 2021.
156 funds tracked by Wall St. Rank held WisdomTree as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.