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Cutter & Co Brokerage’s WisdomTree WT Stock Holding History

Cutter & Co Brokerage’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
2020
Q2 		– Sell
-23,700
Closed -$106K – 276
2020
Q1 		$106K Buy
23,700
+3,550
+18% +$13.8K 0.04% 202
2019
Q4 		$98K Sell
20,150
-32,832
-62% -$163K 0.03% 235
2019
Q3 		$277K Sell
52,982
-1,794
-3% -$10.1K 0.09% 214
2019
Q2 		$338K Buy
54,776
+205
+0.4% +$1.39K 0.11% 199
2019
Q1 		$385K Sell
54,571
-6,399
-10% -$44K 0.11% 174
2018
Q4 		$405K Buy
60,970
+205
+0.3% +$1.49K 0.15% 141
2018
Q3 		$515K Buy
60,765
+604
+1% +$5.13K 0.18% 127
2018
Q2 		$546K Sell
60,161
-3,898
-6% -$40.7K 0.21% 113
2018
Q1 		$587K Buy
64,059
+1,703
+3% +$18.4K 0.23% 107
2017
Q4 		$783K Buy
62,356
+3,008
+5% +$34.5K 0.32% 78
2017
Q3 		$604K Buy
59,348
+542
+0.9% +$5.24K 0.24% 99
2017
Q2 		$598K Buy
58,806
+2,806
+5% +$25.9K 0.24% 105
2017
Q1 		$508K Buy
56,000
+6,400
+13% +$61.9K 0.21% 115
2016
Q4 		$553K Buy
49,600
+4,300
+9% +$44.9K 0.23% 93
2016
Q3 		$466K Buy
45,300
+1,100
+2% +$11.5K 0.2% 105
2016
Q2 		$433K Buy
44,200
+21,500
+95% +$237K 0.18% 111
2016
Q1 		$259K Buy
22,700
+8,100
+55% +$97.2K 0.12% 170
2015
Q4 		$229K Buy
+14,600
New +$268K 0.11% 164
2014
Q4 		– Sell
-10,380
Closed -$118K – 270
2014
Q3 		$118K Sell
10,380
-14,065
-58% -$160K 0.05% 225
2014
Q2 		$302K Buy
24,445
+3,085
+14% +$34.9K 0.11% 166
2014
Q1 		$280K Buy
+21,360
New +$326K 0.11% 163

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cutter & Co Brokerage's WT Position: Q2 2020 in Review

Cutter & Co Brokerage sold out of WisdomTree (WT) in Q2 2020, closing a stake of 23,700 shares — an estimated $106K sold.

Cutter & Co Brokerage first reported a position in WT in Q1 2014 and held it in 21 quarters. The position peaked at $783K in Q4 2017. 168 funds tracked by Wall St. Rank hold WT as of Q2 2020.

  • Cutter & Co Brokerage reported no remaining WisdomTree position as of Q2 2020 after selling out during the quarter.
  • Cutter & Co Brokerage sold 23,700 WisdomTree shares in Q2 2020, an estimated $106K.
  • Cutter & Co Brokerage first reported a position in WisdomTree in Q1 2014 and held it in 21 quarters.
  • Cutter & Co Brokerage's WisdomTree position peaked at $783K in Q4 2017.
  • 168 funds tracked by Wall St. Rank held WisdomTree as of Q2 2020.

Based on Cutter & Co Brokerage's 13F filing for Q2 2020, filed 10 Aug 2020.