Whipplewood Advisors’s WisdomTree WT Stock Holding History

Whipplewood 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
2025 Q3	–	Sell	-180	Closed	-$2.07K	–	1168
2025 Q2	$2.07K	Buy	+180	New	+$1.69K	﹤0.01%	871

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 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

ACH

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

Whipplewood Advisors's WT Position: Q3 2025 in Review

Whipplewood Advisors sold out of WisdomTree (WT) in Q3 2025, closing a stake of 180 shares — an estimated $2.07K sold.

Whipplewood Advisors first reported a position in WT in Q2 2025 and held it in 1 quarter. The position peaked at $2.07K in Q2 2025. 269 funds tracked by Wall St. Rank hold WT as of Q3 2025.

Whipplewood Advisors reported no remaining WisdomTree position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 180 WisdomTree shares in Q3 2025, an estimated $2.07K.
Whipplewood Advisors first reported a position in WisdomTree in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's WisdomTree position peaked at $2.07K in Q2 2025.
269 funds tracked by Wall St. Rank held WisdomTree as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.