Continental Advisors’s WisdomTree WT Stock Holding History

Continental 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
2014 Q1	–	Sell	-98,400	Closed	-$1.74M	–	150
2013 Q4	$1.74M	Buy	+98,400	New	+$1.4M	0.38%	75

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 $5.89B AUM 28.74% 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 $544B AUM 28.31% 1-Year Est. Return

Continental Advisors's WT Position: Q4 2019 in Review

Continental Advisors sold out of WisdomTree (WT) in Q4 2019, closing a stake of 51,208 shares — an estimated $268K sold.

Continental Advisors first reported a position in WT in Q2 2014 and held it in 22 quarters. The position peaked at $5.87M in Q4 2017. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

Continental Advisors reported no remaining WisdomTree position as of Q4 2019 after selling out during the quarter.
Continental Advisors sold 51,208 WisdomTree shares in Q4 2019, an estimated $268K.
Continental Advisors first reported a position in WisdomTree in Q2 2014 and held it in 22 quarters.
Continental Advisors's WisdomTree position peaked at $5.87M in Q4 2017.
168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

Based on Continental Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.