TCI Wealth Advisors’s WisdomTree WT Stock Holding History

TCI 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 Q2	–	Sell	-943	Closed	-$5.53K	–	2259
2023 Q1	$5.53K	Hold	943	–	–	﹤0.01%	1457
2022 Q4	$5.14K	Hold	943	–	–	﹤0.01%	1508
2022 Q3	$4K	Hold	943	–	–	﹤0.01%	1700
2022 Q2	$5K	Hold	943	–	–	﹤0.01%	1550
2022 Q1	$6K	Sell	943 -691	-42%	-$3.95K	﹤0.01%	1476
2021 Q4	$10K	Buy	1,634 +50	+3%	+$310	﹤0.01%	1205
2021 Q3	$9K	Buy	1,584 +348	+28%	+$2.13K	﹤0.01%	1206
2021 Q2	$8K	Buy	1,236 +293	+31%	+$1.93K	﹤0.01%	1153
2021 Q1	$6K	Hold	943	–	–	﹤0.01%	1185
2020 Q4	$5K	Hold	943	–	–	﹤0.01%	918
2020 Q3	$3K	Buy	943 +239	+34%	+$862	﹤0.01%	1029
2020 Q2	$2K	Buy	+704	New	+$2.14K	﹤0.01%	1148
2019 Q3	–	Sell	-123	Closed	-$1K	–	1646
2019 Q2	$1K	Hold	123	–	–	﹤0.01%	1329
2019 Q1	$1K	Hold	123	–	–	﹤0.01%	1331
2018 Q4	$1K	Buy	+123	New	+$893	﹤0.01%	1340
2016 Q2	–	Sell	-54	Closed	-$1K	–	1382
2016 Q1	$1K	Buy	+54	New	+$648	﹤0.01%	1177

Other funds holding WT

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCI Wealth Advisors's WT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WisdomTree (WT) in Q2 2023, closing a stake of 943 shares — an estimated $5.53K sold.

TCI Wealth Advisors first reported a position in WT in Q1 2016 and held it in 16 quarters. The position peaked at $10K in Q4 2021. 181 funds tracked by Wall St. Rank hold WT as of Q2 2023.

TCI Wealth Advisors reported no remaining WisdomTree position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 943 WisdomTree shares in Q2 2023, an estimated $5.53K.
TCI Wealth Advisors first reported a position in WisdomTree in Q1 2016 and held it in 16 quarters.
TCI Wealth Advisors's WisdomTree position peaked at $10K in Q4 2021.
181 funds tracked by Wall St. Rank held WisdomTree as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.