McGuire Investment Group’s WisdomTree WT Stock Holding History

McGuire Investment Group’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 Q4	–	Sell	-15,372	Closed	-$80K	–	98
2019 Q3	$80K	Sell	15,372 -373,530	-96%	-$2.11M	0.03%	98
2019 Q2	$2.4M	Buy	388,902 +4,758	+1%	+$32.3K	0.76%	44
2019 Q1	$2.71M	Buy	384,144 +14,972	+4%	+$103K	0.89%	43
2018 Q4	$2.46M	Sell	369,172 -52,733	-12%	-$383K	0.93%	40
2018 Q3	$3.58M	Buy	+421,905	New	+$3.58M	1.18%	33

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McGuire Investment Group's WT Position: Q4 2019 in Review

McGuire Investment Group sold out of WisdomTree (WT) in Q4 2019, closing a stake of 15,372 shares — an estimated $80K sold.

McGuire Investment Group first reported a position in WT in Q3 2018 and held it in 5 quarters. The position peaked at $3.58M in Q3 2018. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

McGuire Investment Group reported no remaining WisdomTree position as of Q4 2019 after selling out during the quarter.
McGuire Investment Group sold 15,372 WisdomTree shares in Q4 2019, an estimated $80K.
McGuire Investment Group first reported a position in WisdomTree in Q3 2018 and held it in 5 quarters.
McGuire Investment Group's WisdomTree position peaked at $3.58M in Q3 2018.
168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

Based on McGuire Investment Group's 13F filing for Q4 2019, filed 7 Jan 2020.