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Cornerstone Advisors (Washington)’s WisdomTree WT Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-233
Closed -$1K – 1380
2019
Q2 		$1K Buy
+233
New +$1.58K ﹤0.01% 1422
2018
Q3 		– Sell
-65
Closed -$1K – 1256
2018
Q2 		$1K Buy
+65
New +$679 ﹤0.01% 1129

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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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Cornerstone Advisors (Washington)'s WT Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of WisdomTree (WT) in Q3 2019, closing a stake of 233 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in WT in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 167 funds tracked by Wall St. Rank hold WT as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining WisdomTree position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 233 WisdomTree shares in Q3 2019, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in WisdomTree in Q2 2018 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s WisdomTree position peaked at $1K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.