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Westend Capital Management’s WisdomTree WT Stock Holding History

Westend Capital 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
Q4 		– Sell
-203
Closed -$2.03K – 251
2024
Q3 		$2.03K Hold
203
– – ﹤0.01% 222
2024
Q2 		$2.02K Hold
203
– – ﹤0.01% 209
2024
Q1 		$1.87K Buy
+203
New +$1.55K ﹤0.01% 239

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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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westend Capital Management's WT Position: Q4 2024 in Review

Westend Capital Management sold out of WisdomTree (WT) in Q4 2024, closing a stake of 203 shares — an estimated $2.03K sold.

Westend Capital Management first reported a position in WT in Q1 2024 and held it in 3 quarters. The position peaked at $2.03K in Q3 2024. 271 funds tracked by Wall St. Rank hold WT as of Q4 2024.

  • Westend Capital Management reported no remaining WisdomTree position as of Q4 2024 after selling out during the quarter.
  • Westend Capital Management sold 203 WisdomTree shares in Q4 2024, an estimated $2.03K.
  • Westend Capital Management first reported a position in WisdomTree in Q1 2024 and held it in 3 quarters.
  • Westend Capital Management's WisdomTree position peaked at $2.03K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held WisdomTree as of Q4 2024.

Based on Westend Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.