UM
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UniSuper Management’s WisdomTree WT Stock Holding History

UniSuper Management’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
2024
Q3 		– Sell
-46,024
Closed -$456K – 976
2024
Q2 		$456K Hold
46,024
– – ﹤0.01% 805
2024
Q1 		$423K Buy
+46,024
New +$352K ﹤0.01% 807

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State Street
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Massachusetts Financial Services
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Wellington Management Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UniSuper Management's WT Position: Q3 2024 in Review

UniSuper Management sold out of WisdomTree (WT) in Q3 2024, closing a stake of 46,024 shares — an estimated $456K sold.

UniSuper Management first reported a position in WT in Q1 2024 and held it in 2 quarters. The position peaked at $456K in Q2 2024. 233 funds tracked by Wall St. Rank hold WT as of Q3 2024.

  • UniSuper Management reported no remaining WisdomTree position as of Q3 2024 after selling out during the quarter.
  • UniSuper Management sold 46,024 WisdomTree shares in Q3 2024, an estimated $456K.
  • UniSuper Management first reported a position in WisdomTree in Q1 2024 and held it in 2 quarters.
  • UniSuper Management's WisdomTree position peaked at $456K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held WisdomTree as of Q3 2024.

Based on UniSuper Management's 13F filing for Q3 2024, filed 14 Nov 2024.