Clifford Swan Investment Counsel’s WisdomTree WT Stock Holding History

Clifford Swan Investment Counsel’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
2019 Q4	–	Sell	-21,806	Closed	-$114K	–	326
2019 Q3	$114K	Hold	21,806	–	–	0.01%	308
2019 Q2	$135K	Hold	21,806	–	–	0.01%	309
2019 Q1	$154K	Hold	21,806	–	–	0.01%	302
2018 Q4	$145K	Buy	21,806 +87	+0.4%	+$632	0.01%	289
2018 Q3	$184K	Buy	21,719 +80	+0.4%	+$679	0.01%	311
2018 Q2	$196K	Buy	21,639 +58	+0.3%	+$606	0.01%	305
2018 Q1	$198K	Buy	21,581 +65	+0.3%	+$702	0.01%	302
2017 Q4	$270K	Buy	21,516 +151	+0.7%	+$1.73K	0.01%	266
2017 Q3	$217K	Buy	21,365 +189	+0.9%	+$1.83K	0.01%	293
2017 Q2	$215K	Buy	21,176 +176	+0.8%	+$1.63K	0.01%	300
2017 Q1	$191K	Buy	+21,000	New	+$203K	0.01%	289
2016 Q4	–	Sell	-20,831	Closed	-$214K	–	289
2016 Q3	$214K	Buy	+20,831	New	+$217K	0.01%	262

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clifford Swan Investment Counsel's WT Position: Q4 2019 in Review

Clifford Swan Investment Counsel sold out of WisdomTree (WT) in Q4 2019, closing a stake of 21,806 shares — an estimated $114K sold.

Clifford Swan Investment Counsel first reported a position in WT in Q3 2016 and held it in 12 quarters. The position peaked at $270K in Q4 2017. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

Clifford Swan Investment Counsel reported no remaining WisdomTree position as of Q4 2019 after selling out during the quarter.
Clifford Swan Investment Counsel sold 21,806 WisdomTree shares in Q4 2019, an estimated $114K.
Clifford Swan Investment Counsel first reported a position in WisdomTree in Q3 2016 and held it in 12 quarters.
Clifford Swan Investment Counsel's WisdomTree position peaked at $270K in Q4 2017.
168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2019, filed 30 Jan 2020.