AIM
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Assured Investment Management’s WisdomTree WT Stock Holding History

Assured 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
-9,739
Closed -$83K – 1340
2018
Q3 		$83K Buy
+9,739
New +$82.7K ﹤0.01% 1060
2015
Q3 		– Sell
-1,568
Closed -$34K – 731
2015
Q2 		$34K Buy
+1,568
New +$33.1K ﹤0.01% 615

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Vanguard Group
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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

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

Assured Investment Management sold out of WisdomTree (WT) in Q4 2018, closing a stake of 9,739 shares — an estimated $83K sold.

Assured Investment Management first reported a position in WT in Q2 2015 and held it in 2 quarters. The position peaked at $83K in Q3 2018. 183 funds tracked by Wall St. Rank hold WT as of Q4 2018.

  • Assured Investment Management reported no remaining WisdomTree position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 9,739 WisdomTree shares in Q4 2018, an estimated $83K.
  • Assured Investment Management first reported a position in WisdomTree in Q2 2015 and held it in 2 quarters.
  • Assured Investment Management's WisdomTree position peaked at $83K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held WisdomTree as of Q4 2018.

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