LPL Financial’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
-3,628
Closed -$275K 2989
2017
Q2
$275K Sell
3,628
-1,397
-28% -$106K ﹤0.01% 2363
2017
Q1
$375K Buy
+5,025
New +$372K ﹤0.01% 2040
2016
Q4
Sell
-2,715
Closed -$206K 2836
2016
Q3
$206K Buy
+2,715
New +$206K ﹤0.01% 2394
2015
Q2
Sell
-7,421
Closed -$562K 2988
2015
Q1
$562K Buy
+7,421
New +$560K ﹤0.01% 1769

LPL Financial's CRDT Position: Q3 2017 in Review

LPL Financial sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q3 2017, closing a stake of 3,628 shares — an estimated $275K sold.

LPL Financial first reported a position in CRDT in Q1 2015 and held it in 4 quarters. The position peaked at $562K in Q1 2015. 0 funds tracked by Wall St. Rank hold CRDT as of Q3 2017.

  • LPL Financial reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q3 2017 after selling out during the quarter.
  • LPL Financial sold 3,628 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q3 2017, an estimated $275K.
  • LPL Financial first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q1 2015 and held it in 4 quarters.
  • LPL Financial's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $562K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q3 2017.

Based on LPL Financial's 13F filing for Q3 2017, filed 14 Nov 2017.