WIA
WT icon

Wetzel Investment Advisors’s WisdomTree WT Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-1,200
Closed -$11K – 900
2024
Q2 		$11K Hold
1,200
– – 0.01% 448
2024
Q1 		$10.5K Hold
1,200
– – 0.01% 519
2023
Q4 		$8K Buy
+1,200
New +$7.95K ﹤0.01% 587

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Wetzel Investment Advisors's WT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of WisdomTree (WT) in Q3 2024, closing a stake of 1,200 shares — an estimated $11K sold.

Wetzel Investment Advisors first reported a position in WT in Q4 2023 and held it in 3 quarters. The position peaked at $11K in Q2 2024. 233 funds tracked by Wall St. Rank hold WT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining WisdomTree position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,200 WisdomTree shares in Q3 2024, an estimated $11K.
  • Wetzel Investment Advisors first reported a position in WisdomTree in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's WisdomTree position peaked at $11K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held WisdomTree as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.