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Advisors Asset Management’s WisdomTree WT Stock Holding History

Advisors 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
2018
Q1 		– Sell
-1,329
Closed -$17K – 1557
2017
Q4 		$17K Sell
1,329
-180
-12% -$2.07K ﹤0.01% 1454
2017
Q3 		$15K Sell
1,509
-5,350
-78% -$51.8K ﹤0.01% 1456
2017
Q2 		$70K Sell
6,859
-1,423
-17% -$13.1K ﹤0.01% 1392
2017
Q1 		$75K Sell
8,282
-23,542
-74% -$228K ﹤0.01% 1405
2016
Q4 		$355K Sell
31,824
-13,313
-29% -$139K 0.01% 1247
2016
Q3 		$464K Sell
45,137
-8,498
-16% -$88.5K 0.01% 1116
2016
Q2 		$525K Sell
53,635
-2,309
-4% -$25.5K 0.01% 1083
2016
Q1 		$639K Buy
55,944
+8,766
+19% +$105K 0.01% 1006
2015
Q4 		$740K Buy
47,178
+24,230
+106% +$445K 0.01% 1004
2015
Q3 		$370K Buy
22,948
+13,739
+149% +$289K 0.01% 1188
2015
Q2 		$202K Buy
9,209
+4,085
+80% +$86.1K ﹤0.01% 1370
2015
Q1 		$110K Sell
5,124
-4,719
-48% -$88.1K ﹤0.01% 1494
2014
Q4 		$154K Sell
9,843
-627
-6% -$8.72K ﹤0.01% 1378
2014
Q3 		$119K Sell
10,470
-514
-5% -$5.85K ﹤0.01% 1392
2014
Q2 		$136K Buy
10,984
+552
+5% +$6.25K ﹤0.01% 1392
2014
Q1 		$137K Buy
10,432
+7,959
+322% +$122K ﹤0.01% 1353
2013
Q4 		$44K Buy
+2,473
New +$35.2K ﹤0.01% 1648

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisors Asset Management's WT Position: Q1 2018 in Review

Advisors Asset Management sold out of WisdomTree (WT) in Q1 2018, closing a stake of 1,329 shares — an estimated $17K sold.

Advisors Asset Management first reported a position in WT in Q4 2013 and held it in 17 quarters. The position peaked at $740K in Q4 2015. 211 funds tracked by Wall St. Rank hold WT as of Q1 2018.

  • Advisors Asset Management reported no remaining WisdomTree position as of Q1 2018 after selling out during the quarter.
  • Advisors Asset Management sold 1,329 WisdomTree shares in Q1 2018, an estimated $17K.
  • Advisors Asset Management first reported a position in WisdomTree in Q4 2013 and held it in 17 quarters.
  • Advisors Asset Management's WisdomTree position peaked at $740K in Q4 2015.
  • 211 funds tracked by Wall St. Rank held WisdomTree as of Q1 2018.

Based on Advisors Asset Management's 13F filing for Q1 2018, filed 15 May 2018.