Howe & Rusling’s WisdomTree WT Stock Holding History

Howe & Rusling’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 Q3	–	Sell	-100	Closed	-$1K	–	912
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	785
2018 Q1	$1K	Buy	+100	New	+$1.08K	﹤0.01%	895
2015 Q3	–	Sell	-77	Closed	-$2K	–	1077
2015 Q2	$2K	Buy	+77	New	+$1.62K	﹤0.01%	892

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Howe & Rusling's WT Position: Q3 2018 in Review

Howe & Rusling sold out of WisdomTree (WT) in Q3 2018, closing a stake of 100 shares — an estimated $1K sold.

Howe & Rusling first reported a position in WT in Q2 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2015. 186 funds tracked by Wall St. Rank hold WT as of Q3 2018.

Howe & Rusling reported no remaining WisdomTree position as of Q3 2018 after selling out during the quarter.
Howe & Rusling sold 100 WisdomTree shares in Q3 2018, an estimated $1K.
Howe & Rusling first reported a position in WisdomTree in Q2 2015 and held it in 3 quarters.
Howe & Rusling's WisdomTree position peaked at $2K in Q2 2015.
186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2018.

Based on Howe & Rusling's 13F filing for Q3 2018, filed 7 Nov 2018.