First Dallas Securities’s WisdomTree WT Stock Holding History

First Dallas Securities’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
2017 Q2	–	Sell	-11,374	Closed	-$103K	–	114
2017 Q1	$103K	Sell	11,374 -4,987	-30%	-$48.2K	0.07%	106
2016 Q4	$182K	Sell	16,361 -9,989	-38%	-$104K	0.12%	102
2016 Q3	$272K	Buy	+26,350	New	+$275K	0.2%	86

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

First Dallas Securities's WT Position: Q2 2017 in Review

First Dallas Securities sold out of WisdomTree (WT) in Q2 2017, closing a stake of 11,374 shares — an estimated $103K sold.

First Dallas Securities first reported a position in WT in Q3 2016 and held it in 3 quarters. The position peaked at $272K in Q3 2016. 208 funds tracked by Wall St. Rank hold WT as of Q2 2017.

First Dallas Securities reported no remaining WisdomTree position as of Q2 2017 after selling out during the quarter.
First Dallas Securities sold 11,374 WisdomTree shares in Q2 2017, an estimated $103K.
First Dallas Securities first reported a position in WisdomTree in Q3 2016 and held it in 3 quarters.
First Dallas Securities's WisdomTree position peaked at $272K in Q3 2016.
208 funds tracked by Wall St. Rank held WisdomTree as of Q2 2017.

Based on First Dallas Securities's 13F filing for Q2 2017, filed 14 Aug 2017.