JOYN Advisors’s WisdomTree WT Stock Holding History

JOYN Advisors’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	–	Sell	-195	Closed	-$1K	–	1429
2018 Q4	$1K	Sell	195 -58	-23%	-$421	﹤0.01%	1690
2018 Q3	$2K	Buy	+253	New	+$2.15K	﹤0.01%	1504

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

JOYN Advisors's WT Position: Q1 2019 in Review

JOYN Advisors sold out of WisdomTree (WT) in Q1 2019, closing a stake of 195 shares — an estimated $1K sold.

JOYN Advisors first reported a position in WT in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 186 funds tracked by Wall St. Rank hold WT as of Q1 2019.

JOYN Advisors reported no remaining WisdomTree position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 195 WisdomTree shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in WisdomTree in Q3 2018 and held it in 2 quarters.
JOYN Advisors's WisdomTree position peaked at $2K in Q3 2018.
186 funds tracked by Wall St. Rank held WisdomTree as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.