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Aspen Investment Management’s WisdomTree WT Stock Holding History

Aspen 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
2018
Q4 		– Sell
-36,970
Closed -$314K – 143
2018
Q3 		$314K Sell
36,970
-250
-0.7% -$2.12K 0.21% 111
2018
Q2 		$338K Sell
37,220
-1,130
-3% -$11.8K 0.23% 108
2018
Q1 		$352K Sell
38,350
-6,913
-15% -$74.7K 0.25% 105
2017
Q4 		$568K Sell
45,263
-760
-2% -$8.72K 0.4% 76
2017
Q3 		$469K Hold
46,023
– – 0.35% 82
2017
Q2 		$468K Hold
46,023
– – 0.35% 79
2017
Q1 		$418K Sell
46,023
-525
-1% -$5.08K 0.31% 85
2016
Q4 		$519K Sell
46,548
-2,700
-5% -$28.2K 0.39% 67
2016
Q3 		$507K Buy
49,248
+750
+2% +$7.81K 0.4% 62
2016
Q2 		$475K Sell
48,498
-400
-0.8% -$4.41K 0.39% 65
2016
Q1 		$559K Buy
48,898
+4,328
+10% +$51.9K 0.51% 51
2015
Q4 		$699K Hold
44,570
– – 0.69% 43
2015
Q3 		$719K Sell
44,570
-3,620
-8% -$76.2K 0.7% 41
2015
Q2 		$1.06M Buy
48,190
+710
+1% +$15K 0.89% 24
2015
Q1 		$1.02M Buy
47,480
+2,958
+7% +$55.2K 0.82% 31
2014
Q4 		$698K Buy
44,522
+2,337
+6% +$32.5K 0.59% 49
2014
Q3 		$480K Sell
42,185
-45,200
-52% -$514K 0.4% 66
2014
Q2 		$1.08M Buy
87,385
+590
+0.7% +$6.68K 0.66% 48
2014
Q1 		$1.14M Hold
86,795
– – 0.73% 45
2013
Q4 		$1.54M Buy
86,795
+23,370
+37% +$332K 1.03% 28
2013
Q3 		$736K Sell
63,425
-200
-0.3% -$2.42K 0.52% 67
2013
Q2 		$736K Buy
+63,625
New +$744K 0.5% 64

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aspen Investment Management's WT Position: Q4 2018 in Review

Aspen Investment Management sold out of WisdomTree (WT) in Q4 2018, closing a stake of 36,970 shares — an estimated $314K sold.

Aspen Investment Management first reported a position in WT in Q2 2013 and held it in 22 quarters. The position peaked at $1.54M in Q4 2013. 183 funds tracked by Wall St. Rank hold WT as of Q4 2018.

  • Aspen Investment Management reported no remaining WisdomTree position as of Q4 2018 after selling out during the quarter.
  • Aspen Investment Management sold 36,970 WisdomTree shares in Q4 2018, an estimated $314K.
  • Aspen Investment Management first reported a position in WisdomTree in Q2 2013 and held it in 22 quarters.
  • Aspen Investment Management's WisdomTree position peaked at $1.54M in Q4 2013.
  • 183 funds tracked by Wall St. Rank held WisdomTree as of Q4 2018.

Based on Aspen Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.