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ProVise Management Group’s WisdomTree WT Stock Holding History

ProVise Management Group’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
2017
Q2 		– Sell
-11,309
Closed -$103K – 352
2017
Q1 		$103K Sell
11,309
-43,772
-79% -$423K 0.02% 317
2016
Q4 		$614K Buy
+55,081
New +$575K 0.1% 192

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ProVise Management Group's WT Position: Q2 2017 in Review

ProVise Management Group sold out of WisdomTree (WT) in Q2 2017, closing a stake of 11,309 shares — an estimated $103K sold.

ProVise Management Group first reported a position in WT in Q4 2016 and held it in 2 quarters. The position peaked at $614K in Q4 2016. 208 funds tracked by Wall St. Rank hold WT as of Q2 2017.

  • ProVise Management Group reported no remaining WisdomTree position as of Q2 2017 after selling out during the quarter.
  • ProVise Management Group sold 11,309 WisdomTree shares in Q2 2017, an estimated $103K.
  • ProVise Management Group first reported a position in WisdomTree in Q4 2016 and held it in 2 quarters.
  • ProVise Management Group's WisdomTree position peaked at $614K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held WisdomTree as of Q2 2017.

Based on ProVise Management Group's 13F filing for Q2 2017, filed 7 Aug 2017.