Patriot Wealth Management’s WisdomTree WT Stock Holding History

Patriot Wealth 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
2016 Q4	–	Sell	-307,424	Closed	-$3.16M	–	69
2016 Q3	$3.16M	Sell	307,424 -7,559	-2%	-$78.8K	0.61%	57
2016 Q2	$3.08M	Buy	314,983 +5,923	+2%	+$65.3K	0.61%	57
2016 Q1	$3.53M	Buy	+309,060	New	+$3.71M	0.71%	54
2014 Q4	–	Sell	-381,210	Closed	-$4.34M	–	64
2014 Q3	$4.34M	Buy	+381,210	New	+$4.34M	1.07%	37

Other funds holding WT

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Wealth Management's WT Position: Q4 2016 in Review

Patriot Wealth Management sold out of WisdomTree (WT) in Q4 2016, closing a stake of 307,424 shares — an estimated $3.16M sold.

Patriot Wealth Management first reported a position in WT in Q3 2014 and held it in 4 quarters. The position peaked at $4.34M in Q3 2014. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

Patriot Wealth Management reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
Patriot Wealth Management sold 307,424 WisdomTree shares in Q4 2016, an estimated $3.16M.
Patriot Wealth Management first reported a position in WisdomTree in Q3 2014 and held it in 4 quarters.
Patriot Wealth Management's WisdomTree position peaked at $4.34M in Q3 2014.
221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on Patriot Wealth Management's 13F filing for Q4 2016, filed 17 Jan 2017.