Wealth Quarterback’s WisdomTree WT Stock Holding History

Wealth Quarterback’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 Q3	–	Sell	-355	Closed	-$3K	–	888
2021 Q2	$3K	Buy	+355	New	+$2.34K	﹤0.01%	718

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

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Wealth Quarterback's WT Position: Q3 2021 in Review

Wealth Quarterback sold out of WisdomTree (WT) in Q3 2021, closing a stake of 355 shares — an estimated $3K sold.

Wealth Quarterback first reported a position in WT in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 167 funds tracked by Wall St. Rank hold WT as of Q3 2021.

Wealth Quarterback reported no remaining WisdomTree position as of Q3 2021 after selling out during the quarter.
Wealth Quarterback sold 355 WisdomTree shares in Q3 2021, an estimated $3K.
Wealth Quarterback first reported a position in WisdomTree in Q2 2021 and held it in 1 quarter.
Wealth Quarterback's WisdomTree position peaked at $3K in Q2 2021.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.