Cresset Asset Management’s WisdomTree WT Stock Holding History

Cresset Asset Management’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 Q2	–	Sell	-137	Closed	-$1K	–	1730
2019 Q1	$1K	Sell	137 -76	-36%	-$523	﹤0.01%	1895
2018 Q4	$1K	Buy	+213	New	+$1.55K	﹤0.01%	1626

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cresset Asset Management's WT Position: Q2 2019 in Review

Cresset Asset Management sold out of WisdomTree (WT) in Q2 2019, closing a stake of 137 shares — an estimated $1K sold.

Cresset Asset Management first reported a position in WT in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 171 funds tracked by Wall St. Rank hold WT as of Q2 2019.

Cresset Asset Management reported no remaining WisdomTree position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 137 WisdomTree shares in Q2 2019, an estimated $1K.
Cresset Asset Management first reported a position in WisdomTree in Q4 2018 and held it in 2 quarters.
Cresset Asset Management's WisdomTree position peaked at $1K in Q1 2019.
171 funds tracked by Wall St. Rank held WisdomTree as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.