3D Asset Management’s WisdomTree WT Stock Holding History

3D Asset 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	-10,000	Closed	-$23K	–	66
2020 Q1	$23K	Buy	+10,000	New	+$38.7K	0.01%	53
2019 Q3	–	Sell	-10,166	Closed	-$63K	–	62
2019 Q2	$63K	Buy	10,166 +48	+0.5%	+$326	0.02%	61
2019 Q1	$71K	Buy	10,118 +40	+0.4%	+$275	0.02%	60
2018 Q4	$67K	Buy	+10,078	New	+$73.2K	0.02%	62
2018 Q2	–	Sell	-11,146	Closed	-$102K	–	61
2018 Q1	$102K	Buy	+11,146	New	+$120K	0.02%	55
2017 Q4	–	Sell	-11,034	Closed	-$112K	–	53
2017 Q3	$112K	Buy	+11,034	New	+$107K	0.03%	53
2016 Q1	–	Sell	-15,316	Closed	-$240K	–	55
2015 Q4	$240K	Buy	15,316 +57	+0.4%	+$1.05K	0.07%	42
2015 Q3	$246K	Buy	15,259 +65	+0.4%	+$1.37K	0.07%	43
2015 Q2	$334K	Buy	+15,194	New	+$320K	0.1%	39
2015 Q1	–	Sell	-15,078	Closed	-$236K	–	43
2014 Q4	$236K	Buy	15,078 +78	+0.5%	+$1.08K	0.07%	41
2014 Q3	$171K	Hold	15,000	–	–	0.05%	44
2014 Q2	$185K	Hold	15,000	–	–	0.05%	39
2014 Q1	$197K	Buy	+15,000	New	+$229K	0.06%	40

Other funds holding WT

ACH

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

3D Asset Management's WT Position: Q2 2020 in Review

3D Asset Management sold out of WisdomTree (WT) in Q2 2020, closing a stake of 10,000 shares — an estimated $23K sold.

3D Asset Management first reported a position in WT in Q1 2014 and held it in 13 quarters. The position peaked at $334K in Q2 2015. 168 funds tracked by Wall St. Rank hold WT as of Q2 2020.

3D Asset Management reported no remaining WisdomTree position as of Q2 2020 after selling out during the quarter.
3D Asset Management sold 10,000 WisdomTree shares in Q2 2020, an estimated $23K.
3D Asset Management first reported a position in WisdomTree in Q1 2014 and held it in 13 quarters.
3D Asset Management's WisdomTree position peaked at $334K in Q2 2015.
168 funds tracked by Wall St. Rank held WisdomTree as of Q2 2020.

Based on 3D Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.