HL Financial Services’s WisdomTree WT Stock Holding History

HL 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
2019 Q1	$1.09M	Sell	155,139 -64,677	-29%	-$445K	0.02%	361
2018 Q4	$1.46M	Sell	219,816 -70,926	-24%	-$515K	0.03%	303
2018 Q3	$2.47M	Buy	290,742 +35,416	+14%	+$301K	0.04%	261
2018 Q2	$2.32M	Sell	255,326 -8,446	-3%	-$88.2K	0.04%	257
2018 Q1	$2.42M	Sell	263,772 -33,650	-11%	-$363K	0.04%	234
2017 Q4	$3.73M	Buy	297,422 +10,489	+4%	+$120K	0.07%	166
2017 Q3	$2.92M	Sell	286,933 -14,010	-5%	-$136K	0.06%	206
2017 Q2	$3.06M	Buy	300,943 +32,983	+12%	+$305K	0.06%	195
2017 Q1	$2.43M	Sell	267,960 -9,907	-4%	-$95.8K	0.05%	217
2016 Q4	$3.1M	Buy	+277,867	New	+$2.9M	0.07%	181

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

FAM

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

TCM

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HL Financial Services's WT Position: Q1 2019 in Review

HL Financial Services reduced its WisdomTree (WT) stake by 29% in Q1 2019, selling an estimated $445K and leaving 155,139 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #361.

HL Financial Services first reported a position in WT in Q4 2016 and has held it in 10 quarters since. The position peaked at $3.73M in Q4 2017. 186 funds tracked by Wall St. Rank hold WT as of Q1 2019.

HL Financial Services held 155,139 shares of WisdomTree worth $1.09M as of Q1 2019.
HL Financial Services sold 64,677 WisdomTree shares in Q1 2019, an estimated $445K.
WisdomTree made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #361 holding.
HL Financial Services first reported a position in WisdomTree in Q4 2016 and has held it in 10 quarters since.
HL Financial Services's WisdomTree position peaked at $3.73M in Q4 2017.
186 funds tracked by Wall St. Rank held WisdomTree as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.