SWA
WT icon

Sutton Wealth Advisors’s WisdomTree WT Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-5,551
Closed -$30.3K – 1576
2022
Q4 		$30.3K Hold
5,551
– – 0.01% 552
2022
Q3 		$26K Buy
5,551
+23
+0.4% +$118 0.01% 576
2022
Q2 		$28K Buy
5,528
+18
+0.3% +$103 0.01% 552
2022
Q1 		$32.3K Sell
5,510
-41
-0.7% -$234 0.01% 546
2021
Q4 		$34K Buy
5,551
+41
+0.7% +$254 0.01% 537
2021
Q3 		$31.2K Hold
5,510
– – 0.01% 540
2021
Q2 		$34.2K Hold
5,510
– – 0.01% 528
2021
Q1 		$34.4K Hold
5,510
– – 0.01% 508
2020
Q4 		$29.5K Hold
5,510
– – 0.01% 498
2020
Q3 		$17.6K Hold
5,510
– – 0.01% 578
2020
Q2 		$19.1K Hold
5,510
– – 0.01% 545
2020
Q1 		$12.8K Buy
5,510
+3,631
+193% +$14.1K 0.01% 588
2019
Q4 		$9.09K Buy
1,879
+326
+21% +$1.62K ﹤0.01% 845
2019
Q3 		$8.11K Buy
+1,553
New +$8.78K ﹤0.01% 849
2019
Q2 		– Sell
-1,899
Closed -$13.4K – 1217
2019
Q1 		$13.4K Buy
+1,899
New +$13.1K 0.01% 708
2018
Q4 		– Sell
-2,016
Closed -$17.1K – 1196
2018
Q3 		$17.1K Hold
2,016
– – 0.01% 649
2018
Q2 		$18.3K Hold
2,016
– – 0.01% 624
2018
Q1 		$18.5K Hold
2,016
– – 0.01% 601
2017
Q4 		$25.3K Hold
2,016
– – 0.02% 468
2017
Q3 		$20.5K Hold
2,016
– – 0.02% 537
2017
Q2 		$20.5K Hold
2,016
– – 0.02% 519
2017
Q1 		$18.3K Buy
+2,016
New +$19.5K 0.02% 544

Other funds holding WT

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's WT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of WisdomTree (WT) in Q1 2023, closing a stake of 5,551 shares — an estimated $30.3K sold.

Sutton Wealth Advisors first reported a position in WT in Q1 2017 and held it in 22 quarters. The position peaked at $34.4K in Q1 2021. 148 funds tracked by Wall St. Rank hold WT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining WisdomTree position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5,551 WisdomTree shares in Q1 2023, an estimated $30.3K.
  • Sutton Wealth Advisors first reported a position in WisdomTree in Q1 2017 and held it in 22 quarters.
  • Sutton Wealth Advisors's WisdomTree position peaked at $34.4K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held WisdomTree as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.