LS Investment Advisors’s WisdomTree WT Stock Holding History

LS Investment 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
2020 Q3	–	Sell	-3,401	Closed	-$12K	–	1470
2020 Q2	$12K	Hold	3,401	–	–	﹤0.01%	1504
2020 Q1	$8K	Hold	3,401	–	–	﹤0.01%	1584
2019 Q4	$16K	Hold	3,401	–	–	﹤0.01%	1585
2019 Q3	$18K	Hold	3,401	–	–	﹤0.01%	1561
2019 Q2	$21K	Hold	3,401	–	–	﹤0.01%	1532
2019 Q1	$24K	Hold	3,401	–	–	﹤0.01%	1476
2018 Q4	$23K	Hold	3,401	–	–	﹤0.01%	1462
2018 Q3	$29K	Hold	3,401	–	–	﹤0.01%	1488
2018 Q2	$31K	Hold	3,401	–	–	﹤0.01%	1462
2018 Q1	$31K	Buy	3,401 +238	+8%	+$2.57K	﹤0.01%	1447
2017 Q4	$40K	Sell	3,163 -897	-22%	-$10.3K	﹤0.01%	1368
2017 Q3	$41K	Hold	4,060	–	–	﹤0.01%	1417
2017 Q2	$41K	Hold	4,060	–	–	﹤0.01%	1410
2017 Q1	$37K	Sell	4,060 -3,461	-46%	-$33.5K	﹤0.01%	1422
2016 Q4	$84K	Buy	7,521 +306	+4%	+$3.19K	0.01%	1105
2016 Q3	$74K	Buy	7,215 +388	+6%	+$4.04K	0.01%	1096
2016 Q2	$67K	Buy	6,827 +2,946	+76%	+$32.5K	﹤0.01%	1107
2016 Q1	$44K	Buy	3,881 +162	+4%	+$1.94K	﹤0.01%	1220
2015 Q4	$58K	Buy	3,719 +138	+4%	+$2.53K	﹤0.01%	1082
2015 Q3	$58K	Hold	3,581	–	–	﹤0.01%	1076
2015 Q2	$79K	Buy	+3,581	New	+$75.5K	0.01%	986

Other funds holding WT

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

LS Investment Advisors's WT Position: Q3 2020 in Review

LS Investment Advisors sold out of WisdomTree (WT) in Q3 2020, closing a stake of 3,401 shares — an estimated $12K sold.

LS Investment Advisors first reported a position in WT in Q2 2015 and held it in 21 quarters. The position peaked at $84K in Q4 2016. 166 funds tracked by Wall St. Rank hold WT as of Q3 2020.

LS Investment Advisors reported no remaining WisdomTree position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 3,401 WisdomTree shares in Q3 2020, an estimated $12K.
LS Investment Advisors first reported a position in WisdomTree in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's WisdomTree position peaked at $84K in Q4 2016.
166 funds tracked by Wall St. Rank held WisdomTree as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.