ZIM
WT icon

Zacks Investment Management’s WisdomTree WT Stock Holding History

Zacks Investment 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
2020
Q2 		– Sell
-10,960
Closed -$26K – 592
2020
Q1 		$26K Buy
+10,960
New +$42.4K ﹤0.01% 488

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's WT Position: Q2 2020 in Review

Zacks Investment Management sold out of WisdomTree (WT) in Q2 2020, closing a stake of 10,960 shares — an estimated $26K sold.

Zacks Investment Management first reported a position in WT in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 168 funds tracked by Wall St. Rank hold WT as of Q2 2020.

  • Zacks Investment Management reported no remaining WisdomTree position as of Q2 2020 after selling out during the quarter.
  • Zacks Investment Management sold 10,960 WisdomTree shares in Q2 2020, an estimated $26K.
  • Zacks Investment Management first reported a position in WisdomTree in Q1 2020 and held it in 1 quarter.
  • Zacks Investment Management's WisdomTree position peaked at $26K in Q1 2020.
  • 168 funds tracked by Wall St. Rank held WisdomTree as of Q2 2020.

Based on Zacks Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.