Anchor Investment Management’s WisdomTree WT Stock Holding History

Anchor Investment 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
2019 Q3	–	Sell	-2,012	Closed	-$12.4K	–	819
2019 Q2	$12.4K	Buy	2,012 +2	+0.1%	+$14	﹤0.01%	612
2019 Q1	$14.2K	Sell	2,010 -898	-31%	-$6.18K	﹤0.01%	598
2018 Q4	$19.3K	Buy	2,908 +1	+0%	+$7	0.01%	547
2018 Q3	$24.6K	Buy	2,907 +2	+0.1%	+$17	0.01%	549
2018 Q2	$26.4K	Buy	2,905 +601	+26%	+$6.27K	0.01%	554
2018 Q1	$21.1K	Buy	2,304 +1	+0%	+$11	0.01%	565
2017 Q4	$28.9K	Sell	2,303 -497	-18%	-$5.7K	0.01%	531
2017 Q3	$28.5K	Buy	2,800 +1,300	+87%	+$12.6K	0.01%	522
2017 Q2	$15.3K	Buy	+1,500	New	+$13.8K	0.01%	520

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Anchor Investment Management's WT Position: Q3 2019 in Review

Anchor Investment Management sold out of WisdomTree (WT) in Q3 2019, closing a stake of 2,012 shares — an estimated $12.4K sold.

Anchor Investment Management first reported a position in WT in Q2 2017 and held it in 9 quarters. The position peaked at $28.9K in Q4 2017. 167 funds tracked by Wall St. Rank hold WT as of Q3 2019.

Anchor Investment Management reported no remaining WisdomTree position as of Q3 2019 after selling out during the quarter.
Anchor Investment Management sold 2,012 WisdomTree shares in Q3 2019, an estimated $12.4K.
Anchor Investment Management first reported a position in WisdomTree in Q2 2017 and held it in 9 quarters.
Anchor Investment Management's WisdomTree position peaked at $28.9K in Q4 2017.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2019.

Based on Anchor Investment Management's 13F filing for Q3 2019, filed 2 Jan 2024.