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AGF Investments Inc’s WisdomTree WT Stock Holding History

AGF Investments Inc’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
Q1 		– Sell
-752,807
Closed -$5.01M – 375
2018
Q4 		$5.01M Buy
752,807
+200,000
+36% +$1.45M 0.06% 192
2018
Q3 		$4.69M Hold
552,807
– – 0.05% 196
2018
Q2 		$5.02M Sell
552,807
-40,000
-7% -$418K 0.05% 192
2018
Q1 		$5.44M Sell
592,807
-140,000
-19% -$1.51M 0.06% 206
2017
Q4 		$9.2M Buy
732,807
+70,000
+11% +$803K 0.09% 180
2017
Q3 		$6.75M Hold
662,807
– – 0.07% 188
2017
Q2 		$6.74M Hold
662,807
– – 0.08% 180
2017
Q1 		$6.01M Buy
662,807
+13,299
+2% +$129K 0.07% 200
2016
Q4 		$7.23M Buy
649,508
+277,444
+75% +$2.89M 0.08% 182
2016
Q3 		$3.83M Hold
372,064
– – 0.04% 221
2016
Q2 		$3.64M Hold
372,064
– – 0.04% 233
2016
Q1 		$4.25M Buy
372,064
+58,618
+19% +$704K 0.05% 218
2015
Q4 		$4.92M Hold
313,446
– – 0.06% 211
2015
Q3 		$5.09M Sell
313,446
-905,255
-74% -$19.1M 0.06% 204
2015
Q2 		$26.7M Sell
1,218,701
-94,633
-7% -$2M 0.29% 109
2015
Q1 		$28.2M Sell
1,313,334
-288,560
-18% -$5.39M 0.31% 102
2014
Q4 		$25.1M Buy
1,601,894
+1,107,394
+224% +$15.4M 0.27% 116
2014
Q3 		$5.64M Sell
494,500
-48,400
-9% -$551K 0.06% 227
2014
Q2 		$6.71M Sell
542,900
-653,058
-55% -$7.39M 0.07% 223
2014
Q1 		$15.7M Buy
1,195,958
+382,600
+47% +$5.84M 0.16% 161
2013
Q4 		$14.4M Buy
+813,358
New +$11.6M 0.15% 171

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ACH
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FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AGF Investments Inc's WT Position: Q1 2019 in Review

AGF Investments Inc sold out of WisdomTree (WT) in Q1 2019, closing a stake of 752,807 shares — an estimated $5.01M sold.

AGF Investments Inc first reported a position in WT in Q4 2013 and held it in 21 quarters. The position peaked at $28.2M in Q1 2015. 186 funds tracked by Wall St. Rank hold WT as of Q1 2019.

  • AGF Investments Inc reported no remaining WisdomTree position as of Q1 2019 after selling out during the quarter.
  • AGF Investments Inc sold 752,807 WisdomTree shares in Q1 2019, an estimated $5.01M.
  • AGF Investments Inc first reported a position in WisdomTree in Q4 2013 and held it in 21 quarters.
  • AGF Investments Inc's WisdomTree position peaked at $28.2M in Q1 2015.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q1 2019.

Based on AGF Investments Inc's 13F filing for Q1 2019, filed 10 May 2019.