Ruggie Capital Group’s WisdomTree WT Stock Holding History

Ruggie Capital 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
2015 Q3	–	Sell	-58	Closed	-$1K	–	327
2015 Q2	$1K	Hold	58	–	–	﹤0.01%	331
2015 Q1	$1K	Buy	+58	New	+$1.08K	﹤0.01%	276

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

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

BFA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Ruggie Capital Group's WT Position: Q3 2015 in Review

Ruggie Capital Group sold out of WisdomTree (WT) in Q3 2015, closing a stake of 58 shares — an estimated $1K sold.

Ruggie Capital Group first reported a position in WT in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 248 funds tracked by Wall St. Rank hold WT as of Q3 2015.

Ruggie Capital Group reported no remaining WisdomTree position as of Q3 2015 after selling out during the quarter.
Ruggie Capital Group sold 58 WisdomTree shares in Q3 2015, an estimated $1K.
Ruggie Capital Group first reported a position in WisdomTree in Q1 2015 and held it in 2 quarters.
Ruggie Capital Group's WisdomTree position peaked at $1K in Q2 2015.
248 funds tracked by Wall St. Rank held WisdomTree as of Q3 2015.

Based on Ruggie Capital Group's 13F filing for Q3 2015, filed 12 Nov 2015.