Simplex Trading
WT icon

Simplex Trading’s WisdomTree WT Stock Holding History

Simplex Trading’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
2026
Q1 		$3.51M Buy
241,200
+161,900
+204% +$2.5M ﹤0.01% 1363
2025
Q4 		$967K Buy
79,300
+56,800
+252% +$686K ﹤0.01% 2647
2025
Q3 		$312K Sell
22,500
-1,900
-8% -$25.4K ﹤0.01% 4400
2025
Q2 		$280K Sell
24,400
-4,700
-16% -$44K ﹤0.01% 4157
2025
Q1 		$259K Sell
29,100
-400
-1% -$3.73K ﹤0.01% 4067
2024
Q4 		$309K Buy
29,500
+27,500
+1,375% +$298K ﹤0.01% 4040
2024
Q3 		$19K Sell
2,000
-500
-20% -$5.08K ﹤0.01% 6724
2024
Q2 		$24K Buy
2,500
+2,100
+525% +$19.8K ﹤0.01% 6750
2024
Q1 		$3K Buy
+400
New +$3.06K ﹤0.01% 8334
2023
Q4 		– Sell
-12,000
Closed -$84K – 9972
2023
Q3 		$84K Buy
+12,000
New +$84K ﹤0.01% 5275
2023
Q2 		– Sell
-2,700
Closed -$15K – 10084
2023
Q1 		$15K Buy
2,700
+1,200
+80% +$6.99K ﹤0.01% 7211
2022
Q4 		$8K Sell
1,500
-3,300
-69% -$17.2K ﹤0.01% 7765
2022
Q3 		$22K Sell
4,800
-5,600
-54% -$28.6K ﹤0.01% 7435
2022
Q2 		$52K Buy
10,400
+2,500
+32% +$14.3K ﹤0.01% 6452
2022
Q1 		$46K Sell
7,900
-57,700
-88% -$330K ﹤0.01% 7261
2021
Q4 		$401K Buy
65,600
+60,100
+1,093% +$372K ﹤0.01% 4124
2021
Q3 		$34K Hold
5,500
– – ﹤0.01% 7982
2021
Q2 		$34K Buy
5,500
+5,344
+3,426% +$35.2K ﹤0.01% 8120
2021
Q1 		$97K Sell
156
-20
-11% -$115 ﹤0.01% 5795
2020
Q4 		$94K Buy
176
+160
+1,000% +$688 ﹤0.01% 5500
2020
Q3 		$5K Sell
16
-51
-76% -$184 ﹤0.01% 7142
2020
Q2 		$23K Buy
67
+14
+26% +$43 ﹤0.01% 6118
2020
Q1 		$12K Sell
53
-286
-84% -$1.11K ﹤0.01% 6365
2019
Q4 		$164K Sell
339
-10
-3% -$50 ﹤0.01% 3969
2019
Q3 		$182K Buy
349
+128
+58% +$724 ﹤0.01% 3662
2019
Q2 		$136K Sell
221
-117
-35% -$794 ﹤0.01% 3878
2019
Q1 		$238K Buy
338
+161
+91% +$1.11K ﹤0.01% 3421
2018
Q4 		$117K Sell
177
-157
-47% -$1.14K ﹤0.01% 3709
2018
Q3 		$283K Buy
334
+127
+61% +$1.08K ﹤0.01% 3258
2018
Q2 		$187K Buy
207
+130
+169% +$1.36K ﹤0.01% 3571
2018
Q1 		$2K Sell
77
-183
-70% -$1.98K ﹤0.01% 5373
2017
Q4 		$34K Buy
260
+219
+534% +$2.51K ﹤0.01% 2807
2017
Q3 		$2K Sell
41
-161
-80% -$1.56K ﹤0.01% 5187
2017
Q2 		$59K Buy
202
+167
+477% +$1.54K ﹤0.01% 2235
2017
Q1 		$3K Sell
35
-290
-89% -$2.81K ﹤0.01% 5091
2016
Q4 		$14K Buy
325
+188
+137% +$1.96K ﹤0.01% 3419
2016
Q3 		$7K Sell
137
-635
-82% -$6.62K ﹤0.01% 4000
2016
Q2 		$28K Buy
772
+597
+341% +$6.58K ﹤0.01% 2597
2016
Q1 		$18K Buy
175
+127
+265% +$1.52K ﹤0.01% 2916
2015
Q4 		$1K Sell
48
-97
-67% -$1.78K ﹤0.01% 5037
2015
Q3 		$6K Buy
145
+129
+806% +$2.71K ﹤0.01% 3887
2015
Q2 		$2K Sell
16
-32
-67% -$675 ﹤0.01% 4389
2015
Q1 		$10K Buy
48
+26
+118% +$485 ﹤0.01% 2964
2014
Q4 		$9K Buy
+22
New +$306 ﹤0.01% 2681

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Simplex Trading's WT Position: Q2 2025 in Review

Simplex Trading sold out of WisdomTree (WT) in Q2 2025, closing a stake of 21,318 shares — an estimated $200K sold.

Simplex Trading first reported a position in WT in Q4 2014 and held it in 28 quarters. The position peaked at $449K in Q3 2019. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Simplex Trading reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 21,318 WisdomTree shares in Q2 2025, an estimated $200K.
  • Simplex Trading first reported a position in WisdomTree in Q4 2014 and held it in 28 quarters.
  • Simplex Trading's WisdomTree position peaked at $449K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.