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Independent Portfolio Consultants’s WisdomTree WT Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$18K Buy
1,725
+505
+41% +$4.66K 0.01% 628
2017
Q1 		$11K Buy
1,220
+510
+72% +$4.93K ﹤0.01% 742
2016
Q4 		$8K Buy
+710
New +$7.41K ﹤0.01% 720

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Independent Portfolio Consultants's WT Position: Q2 2017 in Review

Independent Portfolio Consultants increased its WisdomTree (WT) stake by 41% in Q2 2017, buying an estimated $4.66K and bringing the position to 1,725 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #628.

Independent Portfolio Consultants first reported a position in WT in Q4 2016 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold WT as of Q2 2017.

  • Independent Portfolio Consultants held 1,725 shares of WisdomTree worth $18K as of Q2 2017.
  • Independent Portfolio Consultants bought 505 WisdomTree shares in Q2 2017, an estimated $4.66K.
  • WisdomTree made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #628 holding.
  • Independent Portfolio Consultants first reported a position in WisdomTree in Q4 2016 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held WisdomTree as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.