Advantage Investment Management’s WisdomTree WT Stock Holding History

Advantage 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
2018 Q2	–	Sell	-510	Closed	-$5K	–	1046
2018 Q1	$5K	Buy	510 +2	+0.4%	+$22	﹤0.01%	811
2017 Q4	$6K	Buy	508 +4	+0.8%	+$46	﹤0.01%	799
2017 Q3	$5K	Buy	504 +4	+0.8%	+$39	﹤0.01%	825
2017 Q2	$5K	Hold	500	–	–	﹤0.01%	848
2017 Q1	$5K	Hold	500	–	–	﹤0.01%	817
2016 Q4	$6K	Hold	500	–	–	﹤0.01%	729
2016 Q3	$5K	Buy	+500	New	+$5.21K	﹤0.01%	747

Other funds holding WT

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ACH

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

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

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

Advantage Investment Management's WT Position: Q2 2018 in Review

Advantage Investment Management sold out of WisdomTree (WT) in Q2 2018, closing a stake of 510 shares — an estimated $5K sold.

Advantage Investment Management first reported a position in WT in Q3 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2017. 199 funds tracked by Wall St. Rank hold WT as of Q2 2018.

Advantage Investment Management reported no remaining WisdomTree position as of Q2 2018 after selling out during the quarter.
Advantage Investment Management sold 510 WisdomTree shares in Q2 2018, an estimated $5K.
Advantage Investment Management first reported a position in WisdomTree in Q3 2016 and held it in 7 quarters.
Advantage Investment Management's WisdomTree position peaked at $6K in Q4 2017.
199 funds tracked by Wall St. Rank held WisdomTree as of Q2 2018.

Based on Advantage Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.