Summit Securities Group’s WisdomTree WT Stock Holding History

Summit Securities Group’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
2023 Q1	–	Sell	-4,591	Closed	-$25K	–	1351
2022 Q4	$25K	Buy	+4,591	New	+$23.9K	﹤0.01%	864
2018 Q1	–	Sell	-27,500	Closed	-$345K	–	241
2017 Q4	$345K	Buy	+27,500	New	+$316K	0.04%	120
2017 Q2	–	Sell	-10,000	Closed	-$91K	–	376
2017 Q1	$91K	Buy	+10,000	New	+$96.7K	0.03%	289

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Securities Group's WT Position: Q1 2023 in Review

Summit Securities Group sold out of WisdomTree (WT) in Q1 2023, closing a stake of 4,591 shares — an estimated $25K sold.

Summit Securities Group first reported a position in WT in Q1 2017 and held it in 3 quarters. The position peaked at $345K in Q4 2017. 148 funds tracked by Wall St. Rank hold WT as of Q1 2023.

Summit Securities Group reported no remaining WisdomTree position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 4,591 WisdomTree shares in Q1 2023, an estimated $25K.
Summit Securities Group first reported a position in WisdomTree in Q1 2017 and held it in 3 quarters.
Summit Securities Group's WisdomTree position peaked at $345K in Q4 2017.
148 funds tracked by Wall St. Rank held WisdomTree as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.