Alpine Woods Capital Investors’s WisdomTree WT Stock Holding History

Alpine Woods Capital Investors’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	-25,000	Closed	-$314K	–	443
2017 Q4	$314K	Sell	25,000 -97,000	-80%	-$1.11M	0.02%	358
2017 Q3	$1.24M	Buy	122,000 +17,000	+16%	+$164K	0.06%	233
2017 Q2	$1.07M	Buy	105,000 +38,000	+57%	+$351K	0.06%	240
2017 Q1	$608K	Buy	+67,000	New	+$648K	0.03%	287
2016 Q1	–	Sell	-16,852	Closed	-$264K	–	462
2015 Q4	$264K	Sell	16,852 -5,121	-23%	-$94K	0.01%	393
2015 Q3	$354K	Buy	21,973 +11,933	+119%	+$251K	0.02%	368
2015 Q2	$221K	Hold	10,040	–	–	0.01%	423
2015 Q1	$216K	Sell	10,040 -16,300	-62%	-$304K	0.01%	420
2014 Q4	$413K	Sell	26,340 -10,000	-28%	-$139K	0.02%	343
2014 Q3	$414K	Hold	36,340	–	–	0.02%	351
2014 Q2	$449	Hold	36,340	–	–	0.01%	340
2014 Q1	$477K	Buy	36,340 +10,000	+38%	+$153K	0.03%	316
2013 Q4	$466K	Hold	26,340	–	–	0.03%	285
2013 Q3	$306K	Hold	26,340	–	–	0.02%	306
2013 Q2	$305K	Buy	+26,340	New	+$308K	0.02%	286

Other funds holding WT

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

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 New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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

Alpine Woods Capital Investors's WT Position: Q1 2018 in Review

Alpine Woods Capital Investors sold out of WisdomTree (WT) in Q1 2018, closing a stake of 25,000 shares — an estimated $314K sold.

Alpine Woods Capital Investors first reported a position in WT in Q2 2013 and held it in 15 quarters. The position peaked at $1.24M in Q3 2017. 211 funds tracked by Wall St. Rank hold WT as of Q1 2018.

Alpine Woods Capital Investors reported no remaining WisdomTree position as of Q1 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 25,000 WisdomTree shares in Q1 2018, an estimated $314K.
Alpine Woods Capital Investors first reported a position in WisdomTree in Q2 2013 and held it in 15 quarters.
Alpine Woods Capital Investors's WisdomTree position peaked at $1.24M in Q3 2017.
211 funds tracked by Wall St. Rank held WisdomTree as of Q1 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2018, filed 9 May 2018.