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Advisor Group’s WisdomTree WT Stock Holding History

Advisor Group’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
2019
Q4 		$5K Sell
1,047
-2,089
-67% -$10.4K ﹤0.01% 4687
2019
Q3 		$16K Sell
3,136
-109
-3% -$616 ﹤0.01% 4102
2019
Q2 		$20K Sell
3,245
-2,199
-40% -$14.9K ﹤0.01% 3986
2019
Q1 		$40K Buy
5,444
+11
+0.2% +$76 ﹤0.01% 3536
2018
Q4 		$36K Sell
5,433
-6,270
-54% -$45.5K ﹤0.01% 3425
2018
Q3 		$100K Sell
11,703
-17,129
-59% -$145K ﹤0.01% 2755
2018
Q2 		$262K Buy
28,832
+2,385
+9% +$24.9K ﹤0.01% 1776
2018
Q1 		$242K Buy
26,447
+13,668
+107% +$148K ﹤0.01% 1833
2017
Q4 		$160K Buy
12,779
+17
+0.1% +$195 ﹤0.01% 2181
2017
Q3 		$130K Sell
12,762
-2,621
-17% -$25.4K ﹤0.01% 2189
2017
Q2 		$157K Buy
15,383
+1,700
+12% +$15.7K ﹤0.01% 1959
2017
Q1 		$124K Buy
13,683
+382
+3% +$3.69K ﹤0.01% 2020
2016
Q4 		$148K Buy
13,301
+4,975
+60% +$51.9K ﹤0.01% 1787
2016
Q3 		$85K Buy
8,326
+3,809
+84% +$39.7K ﹤0.01% 2119
2016
Q2 		$43K Buy
+4,517
New +$49.8K ﹤0.01% 2544

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisor Group's WT Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree (WT) stake by 67% in Q4 2019, selling an estimated $10.4K and leaving 1,047 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4687.

Advisor Group first reported a position in WT in Q2 2016 and has held it in 15 quarters since. The position peaked at $262K in Q2 2018. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

  • Advisor Group held 1,047 shares of WisdomTree worth $5K as of Q4 2019.
  • Advisor Group sold 2,089 WisdomTree shares in Q4 2019, an estimated $10.4K.
  • WisdomTree made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4687 holding.
  • Advisor Group first reported a position in WisdomTree in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's WisdomTree position peaked at $262K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.