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SMH Capital Advisors’s WisdomTree WT Stock Holding History

SMH Capital 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
2026
Q1 		$275K Sell
275
-17,616
-98% -$272K 0.84% 22
2025
Q4 		$218K Buy
17,891
+6
+0% +$72 0.44% 40
2025
Q3 		$214K Buy
17,885
+992
+6% +$13.3K 0.44% 42
2025
Q2 		$194K Sell
16,893
-768
-4% -$7.19K 0.44% 36
2025
Q1 		$158K Buy
17,661
+386
+2% +$3.6K 0.37% 37
2024
Q4 		$181K Sell
17,275
-122
-0.7% -$1.32K 0.44% 37
2024
Q3 		$174K Sell
17,397
-838
-5% -$8.52K 0.54% 40
2024
Q2 		$181K Sell
18,235
-1,643
-8% -$15.5K 0.55% 40
2024
Q1 		$183K Buy
19,878
+1,500
+8% +$11.5K 0.49% 37
2023
Q4 		$127K Sell
18,378
-176
-0.9% -$1.17K 0.28% 42
2023
Q3 		$130K Sell
18,554
-8,942
-33% -$62.6K 0.3% 35
2023
Q2 		$189K Sell
27,496
-391
-1% -$2.61K 0.41% 43
2023
Q1 		$174K Sell
27,887
-6,863
-20% -$40K 1.03% 40
2022
Q4 		$189K Buy
34,750
+1,629
+5% +$8.47K 0.28% 53
2022
Q3 		$155K Sell
33,121
-198
-0.6% -$1.01K 0.23% 49
2022
Q2 		$169K Buy
33,319
+10,621
+47% +$60.9K 0.23% 51
2022
Q1 		$133K Buy
22,698
+2,535
+13% +$14.5K 0.22% 53
2021
Q4 		$123K Buy
20,163
+1,072
+6% +$6.64K 0.24% 51
2021
Q3 		$108K Sell
19,091
-233
-1% -$1.43K 0.2% 54
2021
Q2 		$120K Buy
19,324
+211
+1% +$1.39K 0.24% 54
2021
Q1 		$119K Buy
19,113
+4,275
+29% +$24.5K 0.27% 49
2020
Q4 		$79K Buy
14,838
+752
+5% +$3.24K 0.2% 42
2020
Q3 		$45K Sell
14,086
-94
-0.7% -$339 0.1% 42
2020
Q2 		$49K Sell
14,180
-39
-0.3% -$118 0.1% 40
2020
Q1 		$33K Buy
14,219
+2,368
+20% +$9.17K 0.07% 35
2019
Q4 		$57K Buy
11,851
+480
+4% +$2.38K 0.11% 43
2019
Q3 		$59K Buy
+11,371
New +$64.3K 0.13% 34

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

SMH Capital Advisors's WT Position: Q1 2026 in Review

SMH Capital Advisors reduced its WisdomTree (WT) stake by 98% in Q1 2026, selling an estimated $272K and leaving 275 shares worth $275K. The position accounts for 0.84% of the portfolio, ranked #22.

SMH Capital Advisors first reported a position in WT in Q3 2019 and has held it in 27 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • SMH Capital Advisors held 275 shares of WisdomTree worth $275K as of Q1 2026.
  • SMH Capital Advisors sold 17,616 WisdomTree shares in Q1 2026, an estimated $272K.
  • WisdomTree made up 0.84% of SMH Capital Advisors's portfolio in Q1 2026, its #22 holding.
  • SMH Capital Advisors first reported a position in WisdomTree in Q3 2019 and has held it in 27 quarters since.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on SMH Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.