Advisornet Financial’s WisdomTree WT Stock Holding History

Advisornet Financial’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 Q3	–	Sell	-140	Closed	–	–	1901
2020 Q2	$0	Hold	140	–	–	﹤0.01%	1945
2020 Q1	$0	Sell	140 -500	-78%	-$1.94K	﹤0.01%	1954
2019 Q4	$3K	Hold	640	–	–	﹤0.01%	1642
2019 Q3	$3K	Buy	640 +140	+28%	+$791	﹤0.01%	1649
2019 Q2	$3K	Hold	500	–	–	﹤0.01%	1484
2019 Q1	$4K	Hold	500	–	–	﹤0.01%	1357
2018 Q4	$3K	Hold	500	–	–	﹤0.01%	1316
2018 Q3	$4K	Hold	500	–	–	﹤0.01%	1312
2018 Q2	$5K	Sell	500 -4,856	-91%	-$50.7K	﹤0.01%	1291
2018 Q1	$49K	Hold	5,356	–	–	0.01%	701
2017 Q4	$67K	Buy	+5,356	New	+$61.5K	0.01%	576

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

Advisornet Financial's WT Position: Q3 2020 in Review

Advisornet Financial sold out of WisdomTree (WT) in Q3 2020, closing a stake of 140 shares.

Advisornet Financial first reported a position in WT in Q4 2017 and held it in 11 quarters. The position peaked at $67K in Q4 2017. 166 funds tracked by Wall St. Rank hold WT as of Q3 2020.

Advisornet Financial reported no remaining WisdomTree position as of Q3 2020 after selling out during the quarter.
Advisornet Financial sold 140 WisdomTree shares in Q3 2020.
Advisornet Financial first reported a position in WisdomTree in Q4 2017 and held it in 11 quarters.
Advisornet Financial's WisdomTree position peaked at $67K in Q4 2017.
166 funds tracked by Wall St. Rank held WisdomTree as of Q3 2020.

Based on Advisornet Financial's 13F filing for Q3 2020, filed 6 Nov 2020.