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U.S. Capital Wealth Advisors’s WisdomTree WT Stock Holding History

U.S. Capital 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
-75
Closed -$409 – 1540
2022
Q4 		$409 Buy
+75
New +$390 ﹤0.01% 1577

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

U.S. Capital Wealth Advisors's WT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree (WT) in Q1 2023, closing a stake of 75 shares — an estimated $409 sold.

U.S. Capital Wealth Advisors first reported a position in WT in Q4 2022 and held it in 1 quarter. The position peaked at $409 in Q4 2022. 148 funds tracked by Wall St. Rank hold WT as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining WisdomTree position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 75 WisdomTree shares in Q1 2023, an estimated $409.
  • U.S. Capital Wealth Advisors first reported a position in WisdomTree in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's WisdomTree position peaked at $409 in Q4 2022.
  • 148 funds tracked by Wall St. Rank held WisdomTree as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.