Alpha Cubed Investments’s WisdomTree WT Stock Holding History

Alpha Cubed Investments’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 Q2	–	Sell	-10,500	Closed	-$74K	–	270
2019 Q1	$74K	Hold	10,500	–	–	0.01%	239
2018 Q4	$70K	Hold	10,500	–	–	0.01%	220
2018 Q3	$75K	Sell	10,500 -1,870	-15%	-$15.9K	0.01%	312
2018 Q2	$112K	Sell	12,370 -3,995	-24%	-$41.7K	0.01%	219
2018 Q1	$150K	Sell	16,365 -1,854	-10%	-$20K	0.02%	215
2017 Q4	$229K	Buy	18,219 +26	+0.1%	+$298	0.03%	214
2017 Q3	$185K	Sell	18,193 -23,527	-56%	-$228K	0.03%	214
2017 Q2	$424K	Sell	41,720 -729	-2%	-$6.73K	0.07%	130
2017 Q1	$385K	Sell	42,449 -14,025	-25%	-$136K	0.08%	126
2016 Q4	$629K	Sell	56,474 -391	-0.7%	-$4.08K	0.15%	91
2016 Q3	$585K	Sell	56,865 -10,683	-16%	-$111K	0.16%	91
2016 Q2	$661K	Sell	67,548 -80,192	-54%	-$884K	0.23%	71
2016 Q1	$1.69M	Sell	147,740 -12,796	-8%	-$154K	0.52%	46
2015 Q4	$2.52M	Sell	160,536 -4,479	-3%	-$82.2K	0.66%	46
2015 Q3	$3.17M	Sell	165,015 -2,273	-1%	-$47.8K	0.83%	40
2015 Q2	$3.67M	Sell	167,288 -5,592	-3%	-$118K	0.99%	37
2015 Q1	$3.71M	Sell	172,880 -64,128	-27%	-$1.2M	1.15%	27
2014 Q4	$3.71M	Buy	237,008 +50,762	+27%	+$706K	1.45%	21
2014 Q3	$2.12M	Buy	+186,246	New	+$2.12M	1%	36

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $115B AUM 24.78% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alpha Cubed Investments's WT Position: Q2 2019 in Review

Alpha Cubed Investments sold out of WisdomTree (WT) in Q2 2019, closing a stake of 10,500 shares — an estimated $74K sold.

Alpha Cubed Investments first reported a position in WT in Q3 2014 and held it in 19 quarters. The position peaked at $3.71M in Q4 2014. 171 funds tracked by Wall St. Rank hold WT as of Q2 2019.

Alpha Cubed Investments reported no remaining WisdomTree position as of Q2 2019 after selling out during the quarter.
Alpha Cubed Investments sold 10,500 WisdomTree shares in Q2 2019, an estimated $74K.
Alpha Cubed Investments first reported a position in WisdomTree in Q3 2014 and held it in 19 quarters.
Alpha Cubed Investments's WisdomTree position peaked at $3.71M in Q4 2014.
171 funds tracked by Wall St. Rank held WisdomTree as of Q2 2019.

Based on Alpha Cubed Investments's 13F filing for Q2 2019, filed 19 Jul 2019.