Commonwealth Equity Services
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Commonwealth Equity Services’s WisdomTree WT Stock Holding History

Commonwealth Equity Services’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
-13,167
Closed -$68K – 2947
2019
Q3 		$68K Sell
13,167
-328
-2% -$1.85K ﹤0.01% 2721
2019
Q2 		$83K Sell
13,495
-2,007
-13% -$13.6K ﹤0.01% 2651
2019
Q1 		$109K Sell
15,502
-13,425
-46% -$92.4K ﹤0.01% 2587
2018
Q4 		$192K Sell
28,927
-3,806
-12% -$27.6K ﹤0.01% 2346
2018
Q3 		$277K Sell
32,733
-4,829
-13% -$41K ﹤0.01% 2238
2018
Q2 		$341K Sell
37,562
-7,856
-17% -$82K ﹤0.01% 2018
2018
Q1 		$416K Sell
45,418
-3,119
-6% -$33.7K ﹤0.01% 1836
2017
Q4 		$609K Sell
48,537
-19,077
-28% -$219K ﹤0.01% 1550
2017
Q3 		$688K Buy
67,614
+7,816
+13% +$75.6K ﹤0.01% 1403
2017
Q2 		$608K Sell
59,798
-103
-0.2% -$951 ﹤0.01% 1440
2017
Q1 		$544K Sell
59,901
-2,511
-4% -$24.3K ﹤0.01% 1448
2016
Q4 		$695K Buy
62,412
+537
+0.9% +$5.6K 0.01% 1221
2016
Q3 		$637K Buy
61,875
+8,806
+17% +$91.7K 0.01% 1235
2016
Q2 		$520K Sell
53,069
-1,245
-2% -$13.7K ﹤0.01% 1335
2016
Q1 		$621K Buy
54,314
+5,267
+11% +$63.2K 0.01% 1201
2015
Q4 		$769K Buy
49,047
+1,418
+3% +$26K 0.01% 1068
2015
Q3 		$768K Sell
47,629
-1,408
-3% -$29.6K 0.01% 1017
2015
Q2 		$1.08M Buy
49,037
+347
+0.7% +$7.32K 0.01% 915
2015
Q1 		$1.04M Buy
48,690
+719
+1% +$13.4K 0.01% 925
2014
Q4 		$752K Sell
47,971
-94,892
-66% -$1.32M 0.01% 1046
2014
Q3 		$1.63M Buy
142,863
+57
+0% +$648 0.02% 633
2014
Q2 		$1.76M Buy
142,806
+49,004
+52% +$554K 0.02% 610
2014
Q1 		$1.23M Buy
93,802
+38,444
+69% +$587K 0.02% 699
2013
Q4 		$980K Sell
55,358
-553
-1% -$7.87K 0.01% 778
2013
Q3 		$649K Sell
55,911
-92
-0.2% -$1.11K 0.01% 949
2013
Q2 		$648K Buy
+56,003
New +$655K 0.01% 901

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Vanguard Group
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services's WT Position: Q4 2019 in Review

Commonwealth Equity Services sold out of WisdomTree (WT) in Q4 2019, closing a stake of 13,167 shares — an estimated $68K sold.

Commonwealth Equity Services first reported a position in WT in Q2 2013 and held it in 26 quarters. The position peaked at $1.76M in Q2 2014. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

  • Commonwealth Equity Services reported no remaining WisdomTree position as of Q4 2019 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,167 WisdomTree shares in Q4 2019, an estimated $68K.
  • Commonwealth Equity Services first reported a position in WisdomTree in Q2 2013 and held it in 26 quarters.
  • Commonwealth Equity Services's WisdomTree position peaked at $1.76M in Q2 2014.
  • 168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

Based on Commonwealth Equity Services's 13F filing for Q4 2019, filed 5 Feb 2020.