Advisor Group’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-140
Closed -$11K 5093
2017
Q2
$11K Buy
140
+1
+0.7% +$76 ﹤0.01% 3895
2017
Q1
$10K Buy
139
+2
+1% +$148 ﹤0.01% 3810
2016
Q4
$10K Buy
137
+1
+0.7% +$74 ﹤0.01% 3649
2016
Q3
$10K Buy
136
+1
+0.7% +$76 ﹤0.01% 3583
2016
Q2
$10K Buy
+135
New +$9.98K ﹤0.01% 3509

Advisor Group's CRDT Position: Q3 2017 in Review

Advisor Group sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q3 2017, closing a stake of 140 shares — an estimated $11K sold.

Advisor Group first reported a position in CRDT in Q2 2016 and held it in 5 quarters. The position peaked at $11K in Q2 2017. 0 funds tracked by Wall St. Rank hold CRDT as of Q3 2017.

  • Advisor Group reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 140 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q3 2017, an estimated $11K.
  • Advisor Group first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q2 2016 and held it in 5 quarters.
  • Advisor Group's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $11K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.