Sageworth Trust’s WisdomTree WT Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-110	Closed	-$1K	–	786
2021 Q4	$1K	Sell	110 -370	-77%	-$2.29K	﹤0.01%	781
2021 Q3	$3K	Hold	480	–	–	﹤0.01%	782
2021 Q2	$3K	Buy	+480	New	+$3.17K	﹤0.01%	824

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

LPC

Lion Point Capital New York $16.7M AUM 119.35% 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

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

Sageworth Trust's WT Position: Q1 2022 in Review

Sageworth Trust sold out of WisdomTree (WT) in Q1 2022, closing a stake of 110 shares — an estimated $1K sold.

Sageworth Trust first reported a position in WT in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 176 funds tracked by Wall St. Rank hold WT as of Q1 2022.

Sageworth Trust reported no remaining WisdomTree position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 110 WisdomTree shares in Q1 2022, an estimated $1K.
Sageworth Trust first reported a position in WisdomTree in Q2 2021 and held it in 3 quarters.
Sageworth Trust's WisdomTree position peaked at $3K in Q3 2021.
176 funds tracked by Wall St. Rank held WisdomTree as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.