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Integrated Wealth Management (Palm Desert)’s WisdomTree WT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-3,000
Closed -$31K – 1012
2016
Q3 		$31K Buy
+3,000
New +$31.3K 0.01% 511

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BFA
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Morgan Stanley
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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
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 $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of WisdomTree (WT) in Q4 2016, closing a stake of 3,000 shares — an estimated $31K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WT in Q3 2016 and held it in 1 quarter. The position peaked at $31K in Q3 2016. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,000 WisdomTree shares in Q4 2016, an estimated $31K.
  • Integrated Wealth Management (Palm Desert) first reported a position in WisdomTree in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s WisdomTree position peaked at $31K in Q3 2016.
  • 221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.