FinTrust Capital Advisors’s WisdomTree WT Stock Holding History

FinTrust Capital Advisors’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 Q4	–	Sell	-293	Closed	-$2K	–	1127
2019 Q3	$2K	Buy	293 +76	+35%	+$430	﹤0.01%	1004
2019 Q2	$1K	Hold	217	–	–	﹤0.01%	1021
2019 Q1	$2K	Buy	+217	New	+$1.49K	﹤0.01%	1136

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

FinTrust Capital Advisors's WT Position: Q4 2019 in Review

FinTrust Capital Advisors sold out of WisdomTree (WT) in Q4 2019, closing a stake of 293 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in WT in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

FinTrust Capital Advisors reported no remaining WisdomTree position as of Q4 2019 after selling out during the quarter.
FinTrust Capital Advisors sold 293 WisdomTree shares in Q4 2019, an estimated $2K.
FinTrust Capital Advisors first reported a position in WisdomTree in Q1 2019 and held it in 3 quarters.
FinTrust Capital Advisors's WisdomTree position peaked at $2K in Q3 2019.
168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

Based on FinTrust Capital Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.