Truvvo Partners’s WisdomTree WT Stock Holding History

Truvvo Partners’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
2021 Q4	–	Sell	-14,861	Closed	-$84K	–	31
2021 Q3	$84K	Hold	14,861	–	–	0.06%	28
2021 Q2	$92K	Hold	14,861	–	–	0.06%	24
2021 Q1	$93K	Hold	14,861	–	–	0.07%	21
2020 Q4	$80K	Hold	14,861	–	–	0.05%	25
2020 Q3	$48K	Hold	14,861	–	–	0.04%	39
2020 Q2	$52K	Hold	14,861	–	–	0.04%	42
2020 Q1	$35K	Hold	14,861	–	–	0.03%	37
2019 Q4	$72K	Hold	14,861	–	–	0.04%	41
2019 Q3	$78K	Hold	14,861	–	–	0.04%	45
2019 Q2	$92K	Buy	+14,861	New	+$101K	0.05%	47
2019 Q1	–	Sell	-14,861	Closed	-$99K	–	43
2018 Q4	$99K	Hold	14,861	–	–	0.07%	42
2018 Q3	$126K	Hold	14,861	–	–	0.08%	47
2018 Q2	$135K	Hold	14,861	–	–	0.09%	51
2018 Q1	$136K	Hold	14,861	–	–	0.05%	89
2017 Q4	$187K	Hold	14,861	–	–	0.06%	123
2017 Q3	$151K	Hold	14,861	–	–	0.05%	125
2017 Q2	$151K	Hold	14,861	–	–	0.05%	125
2017 Q1	$135K	Hold	14,861	–	–	0.06%	114
2016 Q4	$166	Hold	14,861	–	–	0.06%	121
2016 Q3	$153K	Hold	14,861	–	–	0.07%	120
2016 Q2	$145K	Buy	14,861 +1,843	+14%	+$20.3K	0.07%	118
2016 Q1	$149K	Hold	13,018	–	–	0.07%	120
2015 Q4	$204K	Buy	+13,018	New	+$239K	0.11%	107

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

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truvvo Partners's WT Position: Q4 2021 in Review

Truvvo Partners sold out of WisdomTree (WT) in Q4 2021, closing a stake of 14,861 shares — an estimated $84K sold.

Truvvo Partners first reported a position in WT in Q4 2015 and held it in 23 quarters. The position peaked at $204K in Q4 2015. 169 funds tracked by Wall St. Rank hold WT as of Q4 2021.

Truvvo Partners reported no remaining WisdomTree position as of Q4 2021 after selling out during the quarter.
Truvvo Partners sold 14,861 WisdomTree shares in Q4 2021, an estimated $84K.
Truvvo Partners first reported a position in WisdomTree in Q4 2015 and held it in 23 quarters.
Truvvo Partners's WisdomTree position peaked at $204K in Q4 2015.
169 funds tracked by Wall St. Rank held WisdomTree as of Q4 2021.

Based on Truvvo Partners's 13F filing for Q4 2021, filed 14 Feb 2022.