Oppenheimer Asset Management’s WisdomTree WT Stock Holding History

Oppenheimer Asset 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
2020 Q1	–	Sell	-1,984	Closed	-$10K	–	1654
2019 Q4	$10K	Sell	1,984 -140	-7%	-$695	﹤0.01%	1501
2019 Q3	$11K	Buy	2,124 +539	+34%	+$3.05K	﹤0.01%	1499
2019 Q2	$10K	Buy	1,585 +734	+86%	+$4.98K	﹤0.01%	1525
2019 Q1	$6K	Buy	+851	New	+$5.86K	﹤0.01%	1522
2017 Q4	–	Sell	-111	Closed	-$1K	–	1499
2017 Q3	$1K	Buy	111 +17	+18%	+$164	﹤0.01%	1660
2017 Q2	$1K	Buy	94 +14	+18%	+$129	﹤0.01%	1650
2017 Q1	$1K	Buy	+80	New	+$774	﹤0.01%	1670

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

TCM

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

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

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

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

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

Oppenheimer Asset Management's WT Position: Q1 2020 in Review

Oppenheimer Asset Management sold out of WisdomTree (WT) in Q1 2020, closing a stake of 1,984 shares — an estimated $10K sold.

Oppenheimer Asset Management first reported a position in WT in Q1 2017 and held it in 7 quarters. The position peaked at $11K in Q3 2019. 173 funds tracked by Wall St. Rank hold WT as of Q1 2020.

Oppenheimer Asset Management reported no remaining WisdomTree position as of Q1 2020 after selling out during the quarter.
Oppenheimer Asset Management sold 1,984 WisdomTree shares in Q1 2020, an estimated $10K.
Oppenheimer Asset Management first reported a position in WisdomTree in Q1 2017 and held it in 7 quarters.
Oppenheimer Asset Management's WisdomTree position peaked at $11K in Q3 2019.
173 funds tracked by Wall St. Rank held WisdomTree as of Q1 2020.

Based on Oppenheimer Asset Management's 13F filing for Q1 2020, filed 8 May 2020.