Koshinski Asset Management’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-56,786
Closed -$521K 387
2018
Q1
$521K Hold
56,786
0.16% 204
2017
Q4
$713K Sell
56,786
-63
-0.1% -$723 0.18% 201
2017
Q3
$579K Sell
56,849
-3,500
-6% -$33.9K 0.19% 176
2017
Q2
$614K Sell
60,349
-8,770
-13% -$81K 0.22% 152
2017
Q1
$628K Buy
69,119
+20,249
+41% +$196K 0.25% 122
2016
Q4
$544K Sell
48,870
-1,230
-2% -$12.8K 0.27% 126
2016
Q3
$516K Sell
50,100
-5,100
-9% -$53.1K 0.26% 129
2016
Q2
$540K Sell
55,200
-21,146
-28% -$233K 0.29% 122
2016
Q1
$873K Sell
76,346
-15,170
-17% -$182K 0.56% 53
2015
Q4
$1.44M Sell
91,516
-3,825
-4% -$70.2K 1% 21
2015
Q3
$2.09M Sell
95,341
-8,954
-9% -$188K 1.34% 12
2015
Q2
$2.29M Buy
104,295
+3,850
+4% +$81.2K 1.45% 11
2015
Q1
$2.16M Sell
100,445
-5,700
-5% -$106K 1.4% 13
2014
Q4
$1.41M Buy
+106,145
New +$1.48M 0.8% 27

Other funds holding WT

Koshinski Asset Management's WT Position: Q2 2018 in Review

Koshinski Asset Management sold out of WisdomTree (WT) in Q2 2018, closing a stake of 56,786 shares — an estimated $521K sold.

Koshinski Asset Management first reported a position in WT in Q4 2014 and held it in 14 quarters. The position peaked at $2.29M in Q2 2015. 199 funds tracked by Wall St. Rank hold WT as of Q2 2018.

  • Koshinski Asset Management reported no remaining WisdomTree position as of Q2 2018 after selling out during the quarter.
  • Koshinski Asset Management sold 56,786 WisdomTree shares in Q2 2018, an estimated $521K.
  • Koshinski Asset Management first reported a position in WisdomTree in Q4 2014 and held it in 14 quarters.
  • Koshinski Asset Management's WisdomTree position peaked at $2.29M in Q2 2015.
  • 199 funds tracked by Wall St. Rank held WisdomTree as of Q2 2018.

Based on Koshinski Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.