Clean Yield Group’s WisdomTree WT Stock Holding History

Clean Yield Group’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
2017 Q2	–	Sell	-1,412	Closed	-$13K	–	269
2017 Q1	$13K	Buy	+1,412	New	+$13.7K	0.01%	264
2016 Q4	–	Sell	-1,412	Closed	-$15K	–	280
2016 Q3	$15K	Hold	1,412	–	–	0.01%	275
2016 Q2	$14K	Hold	1,412	–	–	0.01%	248
2016 Q1	$17K	Buy	+1,412	New	+$16.9K	0.01%	237
2015 Q2	–	Sell	-1,412	Closed	-$30K	–	296
2015 Q1	$30K	Buy	+1,412	New	+$26.4K	0.01%	217

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

Clean Yield Group's WT Position: Q2 2017 in Review

Clean Yield Group sold out of WisdomTree (WT) in Q2 2017, closing a stake of 1,412 shares — an estimated $13K sold.

Clean Yield Group first reported a position in WT in Q1 2015 and held it in 5 quarters. The position peaked at $30K in Q1 2015. 208 funds tracked by Wall St. Rank hold WT as of Q2 2017.

Clean Yield Group reported no remaining WisdomTree position as of Q2 2017 after selling out during the quarter.
Clean Yield Group sold 1,412 WisdomTree shares in Q2 2017, an estimated $13K.
Clean Yield Group first reported a position in WisdomTree in Q1 2015 and held it in 5 quarters.
Clean Yield Group's WisdomTree position peaked at $30K in Q1 2015.
208 funds tracked by Wall St. Rank held WisdomTree as of Q2 2017.

Based on Clean Yield Group's 13F filing for Q2 2017, filed 17 Jul 2017.