Rational Advisors’s WisdomTree WT Stock Holding History

Rational Advisors’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	-1,700	Closed	-$16K	–	572
2018 Q1	$16K	Sell	1,700 -300	-15%	-$3.24K	0.01%	342
2017 Q4	$25K	Buy	+2,000	New	+$23K	0.01%	236
2017 Q2	–	Sell	-5,400	Closed	-$49K	–	362
2017 Q1	$49K	Sell	5,400 -2,600	-33%	-$25.2K	0.03%	200
2016 Q4	$89K	Sell	8,000 -3,000	-27%	-$31.3K	0.08%	162
2016 Q3	$113K	Sell	11,000 -500	-4%	-$5.21K	0.07%	220
2016 Q2	$113K	Buy	+11,500	New	+$127K	0.08%	158

Other funds holding WT

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Rational Advisors's WT Position: Q2 2018 in Review

Rational Advisors sold out of WisdomTree (WT) in Q2 2018, closing a stake of 1,700 shares — an estimated $16K sold.

Rational Advisors first reported a position in WT in Q2 2016 and held it in 6 quarters. The position peaked at $113K in Q3 2016. 199 funds tracked by Wall St. Rank hold WT as of Q2 2018.

Rational Advisors reported no remaining WisdomTree position as of Q2 2018 after selling out during the quarter.
Rational Advisors sold 1,700 WisdomTree shares in Q2 2018, an estimated $16K.
Rational Advisors first reported a position in WisdomTree in Q2 2016 and held it in 6 quarters.
Rational Advisors's WisdomTree position peaked at $113K in Q3 2016.
199 funds tracked by Wall St. Rank held WisdomTree as of Q2 2018.

Based on Rational Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.