MWM
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MinichMacGregor Wealth Management’s WisdomTree WT Stock Holding History

MinichMacGregor Wealth Management’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
2016
Q4 		– Sell
-666
Closed -$6K – 511
2016
Q3 		$6K Hold
666
– – 0.01% 329
2016
Q2 		$6K Hold
666
– – 0.01% 316
2016
Q1 		$7K Buy
+666
New +$7.99K 0.01% 293

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MinichMacGregor Wealth Management's WT Position: Q4 2016 in Review

MinichMacGregor Wealth Management sold out of WisdomTree (WT) in Q4 2016, closing a stake of 666 shares — an estimated $6K sold.

MinichMacGregor Wealth Management first reported a position in WT in Q1 2016 and held it in 3 quarters. The position peaked at $7K in Q1 2016. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

  • MinichMacGregor Wealth Management reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 666 WisdomTree shares in Q4 2016, an estimated $6K.
  • MinichMacGregor Wealth Management first reported a position in WisdomTree in Q1 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's WisdomTree position peaked at $7K in Q1 2016.
  • 221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2016, filed 28 Jun 2018.