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Harel Insurance Investments & Financial Services’s WisdomTree WT Stock Holding History

Harel Insurance Investments & 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
2016
Q4 		– Sell
-300
Closed -$3K – 454
2016
Q3 		$3K Sell
300
-50
-14% -$521 ﹤0.01% 441
2016
Q2 		$3K Sell
350
-1,250
-78% -$13.8K ﹤0.01% 651
2016
Q1 		$18K Sell
1,600
-300
-16% -$3.6K ﹤0.01% 294
2015
Q4 		$30K Buy
+1,900
New +$34.9K ﹤0.01% 230

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.8B AUM 45.85% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WT Position: Q4 2016 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree (WT) in Q4 2016, closing a stake of 300 shares — an estimated $3K sold.

Harel Insurance Investments & Financial Services first reported a position in WT in Q4 2015 and held it in 4 quarters. The position peaked at $30K in Q4 2015. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

  • Harel Insurance Investments & Financial Services reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 300 WisdomTree shares in Q4 2016, an estimated $3K.
  • Harel Insurance Investments & Financial Services first reported a position in WisdomTree in Q4 2015 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's WisdomTree position peaked at $30K in Q4 2015.
  • 221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2016, filed 6 Feb 2017.