Cambridge Trust’s WisdomTree WT Stock Holding History

Cambridge Trust’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	-44,490	Closed	-$558K	–	263
2017 Q4	$558K	Sell	44,490 -449	-1%	-$5.15K	0.04%	176
2017 Q3	$457K	Buy	44,939 +9,361	+26%	+$90.6K	0.03%	183
2017 Q2	$362K	Sell	35,578 -6,631	-16%	-$61.2K	0.03%	205
2017 Q1	$383K	Buy	42,209 +15,081	+56%	+$146K	0.03%	207
2016 Q4	$302K	Buy	27,128 +844	+3%	+$8.8K	0.02%	218
2016 Q3	$270K	Buy	+26,284	New	+$274K	0.02%	219

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

Cambridge Trust's WT Position: Q1 2018 in Review

Cambridge Trust sold out of WisdomTree (WT) in Q1 2018, closing a stake of 44,490 shares — an estimated $558K sold.

Cambridge Trust first reported a position in WT in Q3 2016 and held it in 6 quarters. The position peaked at $558K in Q4 2017. 211 funds tracked by Wall St. Rank hold WT as of Q1 2018.

Cambridge Trust reported no remaining WisdomTree position as of Q1 2018 after selling out during the quarter.
Cambridge Trust sold 44,490 WisdomTree shares in Q1 2018, an estimated $558K.
Cambridge Trust first reported a position in WisdomTree in Q3 2016 and held it in 6 quarters.
Cambridge Trust's WisdomTree position peaked at $558K in Q4 2017.
211 funds tracked by Wall St. Rank held WisdomTree as of Q1 2018.

Based on Cambridge Trust's 13F filing for Q1 2018, filed 27 Apr 2018.