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Financial Advocates Investment Management’s WisdomTree WT Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-1,125
Closed -$14K – 546
2017
Q4 		$14K Buy
+1,125
New +$12.9K ﹤0.01% 487

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ACH
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FAM
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's WT Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of WisdomTree (WT) in Q1 2018, closing a stake of 1,125 shares — an estimated $14K sold.

Financial Advocates Investment Management first reported a position in WT in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 211 funds tracked by Wall St. Rank hold WT as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining WisdomTree position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,125 WisdomTree shares in Q1 2018, an estimated $14K.
  • Financial Advocates Investment Management first reported a position in WisdomTree in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's WisdomTree position peaked at $14K in Q4 2017.
  • 211 funds tracked by Wall St. Rank held WisdomTree as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.