Patriot Financial Group Insurance Agency’s WisdomTree WT Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-587	Closed	-$2K	–	1870
2020 Q2	$2K	Buy	587 +158	+37%	+$480	﹤0.01%	1436
2020 Q1	$1K	Buy	+429	New	+$1.66K	﹤0.01%	1512
2019 Q2	–	Sell	-98	Closed	-$1K	–	1474
2019 Q1	$1K	Hold	98	–	–	﹤0.01%	1189
2018 Q4	$1K	Hold	98	–	–	﹤0.01%	953
2018 Q3	$1K	Buy	+98	New	+$832	﹤0.01%	961

Other funds holding WT

ACH

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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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WT Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree (WT) in Q3 2020, closing a stake of 587 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in WT in Q3 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 166 funds tracked by Wall St. Rank hold WT as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 587 WisdomTree shares in Q3 2020, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree in Q3 2018 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's WisdomTree position peaked at $2K in Q2 2020.
166 funds tracked by Wall St. Rank held WisdomTree as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.