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Optimum Investment Advisors’s WisdomTree WT Stock Holding History

Optimum Investment Advisors’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
2014
Q2 		– Sell
-650
Closed -$9K – 932
2014
Q1 		$9K Hold
650
– – ﹤0.01% 612
2013
Q4 		$12K Hold
650
– – ﹤0.01% 591
2013
Q3 		$8K Buy
+650
New +$7.86K ﹤0.01% 606

Other funds holding WT

Wellington Management Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Optimum Investment Advisors's WT Position: Q2 2014 in Review

Optimum Investment Advisors sold out of WisdomTree (WT) in Q2 2014, closing a stake of 650 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in WT in Q3 2013 and held it in 3 quarters. The position peaked at $12K in Q4 2013. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

  • Optimum Investment Advisors reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 650 WisdomTree shares in Q2 2014, an estimated $9K.
  • Optimum Investment Advisors first reported a position in WisdomTree in Q3 2013 and held it in 3 quarters.
  • Optimum Investment Advisors's WisdomTree position peaked at $12K in Q4 2013.
  • 188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Optimum Investment Advisors's 13F filing for Q2 2014, filed 3 Sep 2014.