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Sheaff Brock Investment Advisors’s WisdomTree WT Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$383K Buy
42,908
+1,155
+3% +$10.8K 0.04% 292
2024
Q4 		$438K Buy
41,753
+3,206
+8% +$34.7K 0.04% 276
2024
Q3 		$385K Buy
+38,547
New +$392K 0.03% 294

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's WT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its WisdomTree (WT) stake by 2.8% in Q1 2025, buying an estimated $10.8K and bringing the position to 42,908 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #292.

Sheaff Brock Investment Advisors first reported a position in WT in Q3 2024 and has held it in 3 quarters since. The position peaked at $438K in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 42,908 shares of WisdomTree worth $383K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,155 WisdomTree shares in Q1 2025, an estimated $10.8K.
  • WisdomTree made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #292 holding.
  • Sheaff Brock Investment Advisors first reported a position in WisdomTree in Q3 2024 and has held it in 3 quarters since.
  • Sheaff Brock Investment Advisors's WisdomTree position peaked at $438K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.