New England Research & Management’s WisdomTree WT Stock Holding History

New England Research & 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
2018 Q4	–	Sell	-44,400	Closed	-$377K	–	189
2018 Q3	$377K	Sell	44,400 -28,150	-39%	-$239K	0.25%	116
2018 Q2	$659K	Sell	72,550 -19,140	-21%	-$200K	0.44%	88
2018 Q1	$841K	Buy	91,690 +10,390	+13%	+$112K	0.56%	71
2017 Q4	$1.02M	Buy	81,300 +5,050	+7%	+$58K	0.73%	52
2017 Q3	$776K	Buy	76,250 +3,800	+5%	+$36.8K	0.57%	68
2017 Q2	$737K	Buy	72,450 +17,150	+31%	+$158K	0.55%	71
2017 Q1	$502K	Buy	55,300 +20,750	+60%	+$201K	0.39%	86
2016 Q4	$385K	Buy	+34,550	New	+$360K	0.3%	114

Other funds holding WT

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

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

New England Research & Management's WT Position: Q4 2018 in Review

New England Research & Management sold out of WisdomTree (WT) in Q4 2018, closing a stake of 44,400 shares — an estimated $377K sold.

New England Research & Management first reported a position in WT in Q4 2016 and held it in 8 quarters. The position peaked at $1.02M in Q4 2017. 183 funds tracked by Wall St. Rank hold WT as of Q4 2018.

New England Research & Management reported no remaining WisdomTree position as of Q4 2018 after selling out during the quarter.
New England Research & Management sold 44,400 WisdomTree shares in Q4 2018, an estimated $377K.
New England Research & Management first reported a position in WisdomTree in Q4 2016 and held it in 8 quarters.
New England Research & Management's WisdomTree position peaked at $1.02M in Q4 2017.
183 funds tracked by Wall St. Rank held WisdomTree as of Q4 2018.

Based on New England Research & Management's 13F filing for Q4 2018, filed 11 Jan 2019.