Trilogy Capital’s WisdomTree WT Stock Holding History

Trilogy 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	-255	Closed	-$2K	–	628
2018 Q1	$2K	Buy	+255	New	+$2.75K	﹤0.01%	411

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

Trilogy Capital's WT Position: Q2 2018 in Review

Trilogy Capital sold out of WisdomTree (WT) in Q2 2018, closing a stake of 255 shares — an estimated $2K sold.

Trilogy Capital first reported a position in WT in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 199 funds tracked by Wall St. Rank hold WT as of Q2 2018.

Trilogy Capital reported no remaining WisdomTree position as of Q2 2018 after selling out during the quarter.
Trilogy Capital sold 255 WisdomTree shares in Q2 2018, an estimated $2K.
Trilogy Capital first reported a position in WisdomTree in Q1 2018 and held it in 1 quarter.
Trilogy Capital's WisdomTree position peaked at $2K in Q1 2018.
199 funds tracked by Wall St. Rank held WisdomTree as of Q2 2018.

Based on Trilogy Capital's 13F filing for Q2 2018, filed 20 Aug 2018.