Yorktown Management & Research Company’s WisdomTree WT Stock Holding History

Yorktown Management & Research 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
2024 Q1	–	Sell	-65,300	Closed	-$453K	–	244
2023 Q4	$453K	Hold	65,300	–	–	0.47%	74
2023 Q3	$457K	Buy	+65,300	New	+$457K	0.51%	62
2016 Q1	–	Sell	-14,300	Closed	-$224K	–	413
2015 Q4	$224K	Hold	14,300	–	–	0.04%	347
2015 Q3	$231K	Hold	14,300	–	–	0.04%	362
2015 Q2	$314K	Hold	14,300	–	–	0.06%	221
2015 Q1	$307K	Buy	+14,300	New	+$267K	0.06%	209

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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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Yorktown Management & Research Company's WT Position: Q1 2024 in Review

Yorktown Management & Research Company sold out of WisdomTree (WT) in Q1 2024, closing a stake of 65,300 shares — an estimated $453K sold.

Yorktown Management & Research Company first reported a position in WT in Q1 2015 and held it in 6 quarters. The position peaked at $457K in Q3 2023. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

Yorktown Management & Research Company reported no remaining WisdomTree position as of Q1 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 65,300 WisdomTree shares in Q1 2024, an estimated $453K.
Yorktown Management & Research Company first reported a position in WisdomTree in Q1 2015 and held it in 6 quarters.
Yorktown Management & Research Company's WisdomTree position peaked at $457K in Q3 2023.
206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on Yorktown Management & Research Company's 13F filing for Q1 2024, filed 26 Apr 2024.