Vantage Consulting Group’s WisdomTree WT Stock Holding History

Vantage Consulting Group’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 Q2	–	Sell	-10,023	Closed	-$92.1K	–	216
2024 Q1	$92.1K	Sell	10,023 -2,129	-18%	-$16.3K	0.06%	204
2023 Q4	$84.2K	Buy	+12,152	New	+$80.5K	0.06%	202
2023 Q3	–	Sell	-10,018	Closed	-$68.7K	–	223
2023 Q2	$68.7K	Sell	10,018 -4,462	-31%	-$29.8K	0.04%	213
2023 Q1	$84.9K	Sell	14,480 -2,188	-13%	-$12.7K	0.05%	225
2022 Q4	$90.8K	Sell	16,668 -1,392	-8%	-$7.24K	0.05%	205
2022 Q3	$85K	Buy	18,060 +3,133	+21%	+$16K	0.05%	202
2022 Q2	$76K	Buy	14,927 +190	+1%	+$1.09K	0.04%	204
2022 Q1	$87K	Buy	14,737 +1,698	+13%	+$9.7K	0.03%	209
2021 Q4	$80K	Sell	13,039 -1,501	-10%	-$9.3K	0.02%	228
2021 Q3	$82K	Buy	14,540 +1,311	+10%	+$8.04K	0.02%	202
2021 Q2	$82K	Buy	13,229 +1,269	+11%	+$8.37K	0.01%	208
2021 Q1	$75K	Buy	11,960 +480	+4%	+$2.75K	0.02%	98
2020 Q4	$61K	Buy	+11,480	New	+$49.4K	0.01%	378

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Vantage Consulting Group's WT Position: Q2 2024 in Review

Vantage Consulting Group sold out of WisdomTree (WT) in Q2 2024, closing a stake of 10,023 shares — an estimated $92.1K sold.

Vantage Consulting Group first reported a position in WT in Q4 2020 and held it in 13 quarters. The position peaked at $92.1K in Q1 2024. 224 funds tracked by Wall St. Rank hold WT as of Q2 2024.

Vantage Consulting Group reported no remaining WisdomTree position as of Q2 2024 after selling out during the quarter.
Vantage Consulting Group sold 10,023 WisdomTree shares in Q2 2024, an estimated $92.1K.
Vantage Consulting Group first reported a position in WisdomTree in Q4 2020 and held it in 13 quarters.
Vantage Consulting Group's WisdomTree position peaked at $92.1K in Q1 2024.
224 funds tracked by Wall St. Rank held WisdomTree as of Q2 2024.

Based on Vantage Consulting Group's 13F filing for Q2 2024, filed 14 Aug 2024.