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SRN Advisors’s WisdomTree WT Stock Holding History

SRN 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 		– Sell
-106,000
Closed -$1.11M – 103
2024
Q4 		$1.11M Buy
106,000
+53,684
+103% +$581K 0.99% 44
2024
Q3 		$523K Sell
52,316
-33,189
-39% -$338K 0.46% 89
2024
Q2 		$847K Sell
85,505
-32,010
-27% -$301K 0.7% 76
2024
Q1 		$1.08M Buy
117,515
+29,025
+33% +$222K 0.84% 62
2023
Q4 		$613K Sell
88,490
-18,333
-17% -$121K 0.55% 89
2023
Q3 		$748K Sell
106,823
-193,882
-64% -$1.36M 0.74% 74
2023
Q2 		$1.89M Buy
300,705
+143,495
+91% +$959K 1.69% 13
2023
Q1 		$910K Sell
157,210
-66,460
-30% -$387K 0.83% 63
2022
Q4 		$1.22M Buy
223,670
+380
+0.2% +$1.98K 1.21% 39
2022
Q3 		$1.04M Sell
223,290
-106,840
-32% -$546K 0.87% 44
2022
Q2 		$1.67M Buy
+330,130
New +$1.89M 1.17% 28

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SRN Advisors's WT Position: Q1 2025 in Review

SRN Advisors sold out of WisdomTree (WT) in Q1 2025, closing a stake of 106,000 shares — an estimated $1.11M sold.

SRN Advisors first reported a position in WT in Q2 2022 and held it in 11 quarters. The position peaked at $1.89M in Q2 2023. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

  • SRN Advisors reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
  • SRN Advisors sold 106,000 WisdomTree shares in Q1 2025, an estimated $1.11M.
  • SRN Advisors first reported a position in WisdomTree in Q2 2022 and held it in 11 quarters.
  • SRN Advisors's WisdomTree position peaked at $1.89M in Q2 2023.
  • 256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on SRN Advisors's 13F filing for Q1 2025, filed 15 May 2025.