Neuburgh Advisers’s WisdomTree WT Stock Holding History

Neuburgh Advisers’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 Q3	–	Sell	-12,176	Closed	-$75K	–	938
2019 Q2	$75K	Hold	12,176	–	–	﹤0.01%	830
2019 Q1	$86K	Hold	12,176	–	–	﹤0.01%	802
2018 Q4	$81K	Buy	12,176 +1,104	+10%	+$8.02K	﹤0.01%	789
2018 Q3	$94K	Buy	11,072 +3,232	+41%	+$27.4K	﹤0.01%	812
2018 Q2	$71K	Hold	7,840	–	–	﹤0.01%	819
2018 Q1	$72K	Hold	7,840	–	–	﹤0.01%	823
2017 Q4	$98K	Buy	7,840 +1,152	+17%	+$13.2K	﹤0.01%	792
2017 Q3	$68K	Buy	6,688 +1,088	+19%	+$10.5K	﹤0.01%	820
2017 Q2	$57K	Buy	5,600 +2,512	+81%	+$23.2K	﹤0.01%	819
2017 Q1	$28K	Sell	3,088 -48	-2%	-$464	﹤0.01%	834
2016 Q4	$35K	Buy	+3,136	New	+$32.7K	﹤0.01%	787

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Neuburgh Advisers's WT Position: Q3 2019 in Review

Neuburgh Advisers sold out of WisdomTree (WT) in Q3 2019, closing a stake of 12,176 shares — an estimated $75K sold.

Neuburgh Advisers first reported a position in WT in Q4 2016 and held it in 11 quarters. The position peaked at $98K in Q4 2017. 167 funds tracked by Wall St. Rank hold WT as of Q3 2019.

Neuburgh Advisers reported no remaining WisdomTree position as of Q3 2019 after selling out during the quarter.
Neuburgh Advisers sold 12,176 WisdomTree shares in Q3 2019, an estimated $75K.
Neuburgh Advisers first reported a position in WisdomTree in Q4 2016 and held it in 11 quarters.
Neuburgh Advisers's WisdomTree position peaked at $98K in Q4 2017.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.