Truvestments Capital’s WisdomTree WT Stock Holding History

Truvestments 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
2019 Q2	–	Sell	-2,491	Closed	-$18K	–	791
2019 Q1	$18K	Buy	+2,491	New	+$17.1K	0.01%	423
2018 Q3	$21K	Buy	+2,481	New	+$21.1K	0.01%	507

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Truvestments Capital's WT Position: Q2 2019 in Review

Truvestments Capital sold out of WisdomTree (WT) in Q2 2019, closing a stake of 2,491 shares — an estimated $18K sold.

Truvestments Capital first reported a position in WT in Q3 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 171 funds tracked by Wall St. Rank hold WT as of Q2 2019.

Truvestments Capital reported no remaining WisdomTree position as of Q2 2019 after selling out during the quarter.
Truvestments Capital sold 2,491 WisdomTree shares in Q2 2019, an estimated $18K.
Truvestments Capital first reported a position in WisdomTree in Q3 2018 and held it in 2 quarters.
Truvestments Capital's WisdomTree position peaked at $21K in Q3 2018.
171 funds tracked by Wall St. Rank held WisdomTree as of Q2 2019.

Based on Truvestments Capital's 13F filing for Q2 2019, filed 15 Jul 2019.