Clear Perspective Advisors’s WisdomTree WT Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-3,210	Closed	-$29K	–	444
2018 Q2	$29K	Hold	3,210	–	–	0.02%	289
2018 Q1	$29K	Hold	3,210	–	–	0.02%	278
2017 Q4	$40K	Hold	3,210	–	–	0.03%	249
2017 Q3	$33K	Hold	3,210	–	–	0.03%	256
2017 Q2	$33K	Hold	3,210	–	–	0.03%	259
2017 Q1	$29K	Hold	3,210	–	–	0.02%	251
2016 Q4	$36K	Buy	+3,210	New	+$33.5K	0.02%	229

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Clear Perspective Advisors's WT Position: Q3 2018 in Review

Clear Perspective Advisors sold out of WisdomTree (WT) in Q3 2018, closing a stake of 3,210 shares — an estimated $29K sold.

Clear Perspective Advisors first reported a position in WT in Q4 2016 and held it in 7 quarters. The position peaked at $40K in Q4 2017. 186 funds tracked by Wall St. Rank hold WT as of Q3 2018.

Clear Perspective Advisors reported no remaining WisdomTree position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 3,210 WisdomTree shares in Q3 2018, an estimated $29K.
Clear Perspective Advisors first reported a position in WisdomTree in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's WisdomTree position peaked at $40K in Q4 2017.
186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.