IFP Advisors’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,824
Closed -$138K 4368
2017
Q2
$138K Sell
1,824
-598
-25% -$45.4K 0.01% 1342
2017
Q1
$179K Sell
2,422
-558
-19% -$41.3K 0.01% 1179
2016
Q4
$219K Hold
2,980
0.01% 1004
2016
Q3
$226K Sell
2,980
-153
-5% -$11.6K 0.01% 946
2016
Q2
$233K Buy
+3,133
New +$232K 0.01% 901
2016
Q1
Sell
-300
Closed -$21K 4045
2015
Q4
$21K Buy
+300
New +$21.7K ﹤0.01% 2149

IFP Advisors's CRDT Position: Q3 2017 in Review

IFP Advisors sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q3 2017, closing a stake of 1,824 shares — an estimated $138K sold.

IFP Advisors first reported a position in CRDT in Q4 2015 and held it in 6 quarters. The position peaked at $233K in Q2 2016. 0 funds tracked by Wall St. Rank hold CRDT as of Q3 2017.

  • IFP Advisors reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 1,824 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q3 2017, an estimated $138K.
  • IFP Advisors first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $233K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.