Permanens Capital’s WisdomTree WT Stock Holding History

Permanens Capital’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
2018 Q2	–	Sell	-30,000	Closed	-$275K	–	22
2018 Q1	$275K	Buy	+30,000	New	+$324K	0.11%	18

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCM

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

ACH

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Permanens Capital's WT Position: Q2 2018 in Review

Permanens Capital sold out of WisdomTree (WT) in Q2 2018, closing a stake of 30,000 shares — an estimated $275K sold.

Permanens Capital first reported a position in WT in Q1 2018 and held it in 1 quarter. The position peaked at $275K in Q1 2018. 199 funds tracked by Wall St. Rank hold WT as of Q2 2018.

Permanens Capital reported no remaining WisdomTree position as of Q2 2018 after selling out during the quarter.
Permanens Capital sold 30,000 WisdomTree shares in Q2 2018, an estimated $275K.
Permanens Capital first reported a position in WisdomTree in Q1 2018 and held it in 1 quarter.
Permanens Capital's WisdomTree position peaked at $275K in Q1 2018.
199 funds tracked by Wall St. Rank held WisdomTree as of Q2 2018.

Based on Permanens Capital's 13F filing for Q2 2018, filed 14 Aug 2018.