PFGIA
CRDT

Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-55
Closed -$4K – 966
2017
Q2 		$4K Hold
55
– – ﹤0.01% 747
2017
Q1 		$4K Hold
55
– – ﹤0.01% 687
2016
Q4 		$4K Buy
+55
New +$4.08K 0.01% 623

Patriot Financial Group Insurance Agency's CRDT Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q3 2017, closing a stake of 55 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in CRDT in Q4 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2017. 0 funds tracked by Wall St. Rank hold CRDT as of Q3 2017.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q3 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 55 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q3 2017, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q4 2016 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $4K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q3 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.