William Blair & Company
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William Blair & Company’s WisdomTree WT Stock Holding History

William Blair & Company’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
2023
Q3 		– Sell
-13,000
Closed -$89.2K – 1852
2023
Q2 		$89.2K Buy
+13,000
New +$86.9K ﹤0.01% 1531
2018
Q3 		– Sell
-27,200
Closed -$247K – 1674
2018
Q2 		$247K Sell
27,200
-1,000
-4% -$10.4K ﹤0.01% 1194
2018
Q1 		$259K Sell
28,200
-33,208
-54% -$359K ﹤0.01% 1128
2017
Q4 		$771K Sell
61,408
-6,470
-10% -$74.3K 0.01% 815
2017
Q3 		$691K Buy
67,878
+2,530
+4% +$24.5K 0.01% 827
2017
Q2 		$665K Sell
65,348
-1,586
-2% -$14.6K 0.01% 879
2017
Q1 		$610K Buy
66,934
+20,090
+43% +$194K ﹤0.01% 843
2016
Q4 		$522K Buy
46,844
+7,084
+18% +$73.9K ﹤0.01% 823
2016
Q3 		$409K Buy
39,760
+454
+1% +$4.73K ﹤0.01% 898
2016
Q2 		$385K Sell
39,306
-200
-0.5% -$2.21K ﹤0.01% 891
2016
Q1 		$451K Buy
39,506
+10,950
+38% +$131K ﹤0.01% 814
2015
Q4 		$447K Buy
28,556
+4,600
+19% +$84.4K ﹤0.01% 838
2015
Q3 		$386K Sell
23,956
-14,350
-37% -$302K ﹤0.01% 1071
2015
Q2 		$841K Hold
38,306
– – ﹤0.01% 1622
2015
Q1 		$822K Buy
38,306
+850
+2% +$15.9K ﹤0.01% 1595
2014
Q4 		$587K Buy
37,456
+4,700
+14% +$65.4K ﹤0.01% 1648
2014
Q3 		$372K Buy
32,756
+260
+0.8% +$2.96K ﹤0.01% 1770
2014
Q2 		$401K Buy
32,496
+1,490
+5% +$16.9K ﹤0.01% 1729
2014
Q1 		$406K Buy
31,006
+6,250
+25% +$95.5K ﹤0.01% 1678
2013
Q4 		$438K Sell
24,756
-14,280
-37% -$203K ﹤0.01% 1622
2013
Q3 		$452K Sell
39,036
-31,700
-45% -$383K ﹤0.01% 1583
2013
Q2 		$818K Buy
+70,736
New +$827K ﹤0.01% 1349

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company's WT Position: Q3 2023 in Review

William Blair & Company sold out of WisdomTree (WT) in Q3 2023, closing a stake of 13,000 shares — an estimated $89.2K sold.

William Blair & Company first reported a position in WT in Q2 2013 and held it in 22 quarters. The position peaked at $841K in Q2 2015. 178 funds tracked by Wall St. Rank hold WT as of Q3 2023.

  • William Blair & Company reported no remaining WisdomTree position as of Q3 2023 after selling out during the quarter.
  • William Blair & Company sold 13,000 WisdomTree shares in Q3 2023, an estimated $89.2K.
  • William Blair & Company first reported a position in WisdomTree in Q2 2013 and held it in 22 quarters.
  • William Blair & Company's WisdomTree position peaked at $841K in Q2 2015.
  • 178 funds tracked by Wall St. Rank held WisdomTree as of Q3 2023.

Based on William Blair & Company's 13F filing for Q3 2023, filed 9 Nov 2023.