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 		$1.46K Sell
100
-100
-50% -$1.55K ﹤0.01% 8481
2025
Q4 		$2.44K Hold
200
– – ﹤0.01% 7769
2025
Q3 		$2K Buy
+200
New +$2.67K ﹤0.01% 8744
2025
Q1 		– Sell
-2,100
Closed -$22K – 9843
2024
Q4 		$22K Buy
2,100
+100
+5% +$1.08K ﹤0.01% 6630
2024
Q3 		$19K Sell
2,000
-800
-29% -$8.13K ﹤0.01% 6725
2024
Q2 		$27K Buy
2,800
+1,200
+75% +$11.3K ﹤0.01% 6659
2024
Q1 		$14K Buy
+1,600
New +$12.3K ﹤0.01% 7393
2022
Q2 		– Sell
-14,300
Closed -$83K – 11248
2022
Q1 		$83K Sell
14,300
-70,700
-83% -$404K ﹤0.01% 6421
2021
Q4 		$520K Buy
85,000
+72,600
+585% +$450K ﹤0.01% 3735
2021
Q3 		$78K Hold
12,400
– – ﹤0.01% 6964
2021
Q2 		$76K Buy
12,400
+11,960
+2,718% +$78.9K ﹤0.01% 7122
2021
Q1 		$275K Buy
440
+315
+252% +$1.8K ﹤0.01% 4256
2020
Q4 		$66K Buy
125
+87
+229% +$374 ﹤0.01% 5878
2020
Q3 		$12K Hold
38
– – ﹤0.01% 6720
2020
Q2 		$13K Sell
38
-2
-5% -$6 ﹤0.01% 6513
2020
Q1 		$9K Sell
40
-301
-88% -$1.17K ﹤0.01% 6560
2019
Q4 		$165K Sell
341
-135
-28% -$670 ﹤0.01% 3960
2019
Q3 		$248K Sell
476
-302
-39% -$1.71K ﹤0.01% 3348
2019
Q2 		$480K Buy
778
+220
+39% +$1.49K ﹤0.01% 2605
2019
Q1 		$393K Buy
558
+530
+1,893% +$3.65K ﹤0.01% 2908
2018
Q4 		$18K Sell
28
-116
-81% -$842 ﹤0.01% 5437
2018
Q3 		$122K Buy
144
+87
+153% +$739 ﹤0.01% 4225
2018
Q2 		$51K Sell
57
-594
-91% -$6.2K ﹤0.01% 5043
2018
Q1 		$79K Buy
651
+110
+20% +$1.19K ﹤0.01% 1994
2017
Q4 		$125K Buy
541
+37
+7% +$425 0.01% 1628
2017
Q3 		$199K Buy
504
+267
+113% +$2.58K 0.01% 1195
2017
Q2 		$192K Buy
237
+42
+22% +$388 0.01% 1226
2017
Q1 		$63K Buy
195
+91
+88% +$880 ﹤0.01% 2158
2016
Q4 		$51K Sell
104
-39
-27% -$407 ﹤0.01% 2138
2016
Q3 		$13K Buy
143
+105
+276% +$1.09K ﹤0.01% 3408
2016
Q2 		$5K Buy
38
+20
+111% +$221 ﹤0.01% 4290
2016
Q1 		$4K Sell
18
-244
-93% -$2.93K ﹤0.01% 4315
2015
Q4 		$97K Buy
262
+26
+11% +$477 0.01% 1388
2015
Q3 		$82K Sell
236
-204
-46% -$4.29K 0.01% 1573
2015
Q2 		$41K Buy
440
+367
+503% +$7.74K ﹤0.01% 1852
2015
Q1 		$2K Sell
73
-23
-24% -$429 ﹤0.01% 4220
2014
Q4 		$10K Buy
+96
New +$1.33K ﹤0.01% 2602

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.