Stratos Wealth Partners’s WisdomTree WT Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-371	Closed	-$3K	–	2519
2018 Q3	$3K	Buy	+371	New	+$3.15K	﹤0.01%	2646
2018 Q2	–	Sell	-1,828	Closed	-$17K	–	2605
2018 Q1	$17K	Buy	1,828 +1,100	+151%	+$11.9K	﹤0.01%	2081
2017 Q4	$9K	Buy	+728	New	+$8.36K	﹤0.01%	2213

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Stratos Wealth Partners's WT Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WisdomTree (WT) in Q4 2018, closing a stake of 371 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in WT in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q1 2018. 183 funds tracked by Wall St. Rank hold WT as of Q4 2018.

Stratos Wealth Partners reported no remaining WisdomTree position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 371 WisdomTree shares in Q4 2018, an estimated $3K.
Stratos Wealth Partners first reported a position in WisdomTree in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's WisdomTree position peaked at $17K in Q1 2018.
183 funds tracked by Wall St. Rank held WisdomTree as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.