Harbor Investment Advisory’s WisdomTree WT Stock Holding History

Harbor Investment Advisory’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
2020 Q1	–	Sell	-2	Closed	–	–	1208
2019 Q4	$0	Buy	+2	New	+$10	﹤0.01%	996

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Harbor Investment Advisory's WT Position: Q1 2020 in Review

Harbor Investment Advisory sold out of WisdomTree (WT) in Q1 2020, closing a stake of 2 shares.

Harbor Investment Advisory first reported a position in WT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 173 funds tracked by Wall St. Rank hold WT as of Q1 2020.

Harbor Investment Advisory reported no remaining WisdomTree position as of Q1 2020 after selling out during the quarter.
Harbor Investment Advisory sold 2 WisdomTree shares in Q1 2020.
Harbor Investment Advisory first reported a position in WisdomTree in Q4 2019 and held it in 1 quarter.
Harbor Investment Advisory's WisdomTree position peaked at $0 in Q4 2019.
173 funds tracked by Wall St. Rank held WisdomTree as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.