First Personal Financial Services’s WisdomTree WT Stock Holding History

First Personal Financial Services’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	-1,825	Closed	-$23K	–	1081
2017 Q4	$23K	Hold	1,825	–	–	﹤0.01%	628
2017 Q3	$19K	Hold	1,825	–	–	﹤0.01%	598
2017 Q2	$19K	Hold	1,825	–	–	﹤0.01%	596
2017 Q1	$17K	Hold	1,825	–	–	﹤0.01%	597
2016 Q4	$20K	Buy	+1,825	New	+$19K	0.01%	553

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

TCM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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

First Personal Financial Services's WT Position: Q1 2018 in Review

First Personal Financial Services sold out of WisdomTree (WT) in Q1 2018, closing a stake of 1,825 shares — an estimated $23K sold.

First Personal Financial Services first reported a position in WT in Q4 2016 and held it in 5 quarters. The position peaked at $23K in Q4 2017. 211 funds tracked by Wall St. Rank hold WT as of Q1 2018.

First Personal Financial Services reported no remaining WisdomTree position as of Q1 2018 after selling out during the quarter.
First Personal Financial Services sold 1,825 WisdomTree shares in Q1 2018, an estimated $23K.
First Personal Financial Services first reported a position in WisdomTree in Q4 2016 and held it in 5 quarters.
First Personal Financial Services's WisdomTree position peaked at $23K in Q4 2017.
211 funds tracked by Wall St. Rank held WisdomTree as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.