Elkfork Partners’s WisdomTree WT Stock Holding History

Elkfork Partners’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	-21,308	Closed	-$131K	–	1070
2019 Q2	$131K	Hold	21,308	–	–	﹤0.01%	896
2019 Q1	$150K	Hold	21,308	–	–	﹤0.01%	856
2018 Q4	$142K	Buy	21,308 +1,932	+10%	+$14K	﹤0.01%	840
2018 Q3	$164K	Buy	19,376 +5,656	+41%	+$48K	﹤0.01%	887
2018 Q2	$124K	Hold	13,720	–	–	﹤0.01%	886
2018 Q1	$126K	Hold	13,720	–	–	﹤0.01%	892
2017 Q4	$172K	Buy	13,720 +2,016	+17%	+$23.1K	﹤0.01%	827
2017 Q3	$119K	Buy	11,704 +1,904	+19%	+$18.4K	﹤0.01%	866
2017 Q2	$100K	Buy	9,800 +4,396	+81%	+$40.6K	﹤0.01%	865
2017 Q1	$49K	Sell	5,404 -84	-2%	-$813	﹤0.01%	900
2016 Q4	$61K	Buy	+5,488	New	+$57.2K	﹤0.01%	848

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Elkfork Partners's WT Position: Q3 2019 in Review

Elkfork Partners sold out of WisdomTree (WT) in Q3 2019, closing a stake of 21,308 shares — an estimated $131K sold.

Elkfork Partners first reported a position in WT in Q4 2016 and held it in 11 quarters. The position peaked at $172K in Q4 2017. 167 funds tracked by Wall St. Rank hold WT as of Q3 2019.

Elkfork Partners reported no remaining WisdomTree position as of Q3 2019 after selling out during the quarter.
Elkfork Partners sold 21,308 WisdomTree shares in Q3 2019, an estimated $131K.
Elkfork Partners first reported a position in WisdomTree in Q4 2016 and held it in 11 quarters.
Elkfork Partners's WisdomTree position peaked at $172K in Q4 2017.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.