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Valeo Financial Advisors’s WisdomTree WT Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-89
Closed – – 1935
2019
Q4 		$0 Hold
89
– – ﹤0.01% 1735
2019
Q3 		$0 Hold
89
– – ﹤0.01% 1687
2019
Q2 		$1K Sell
89
-1,266
-93% -$8.59K ﹤0.01% 1504
2019
Q1 		$10K Buy
+1,355
New +$9.33K ﹤0.01% 975
2018
Q4 		– Sell
-3,789
Closed -$29K – 1746
2018
Q3 		$29K Sell
3,789
-510
-12% -$4.33K ﹤0.01% 667
2018
Q2 		$35K Sell
4,299
-8,833
-67% -$92.2K ﹤0.01% 627
2018
Q1 		$120K Buy
13,132
+39
+0.3% +$421 0.02% 330
2017
Q4 		$164K Sell
13,093
-1,929
-13% -$22.1K 0.03% 266
2017
Q3 		$153K Buy
+15,022
New +$145K 0.03% 230

Other funds holding WT

BlackRock
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Valeo Financial Advisors's WT Position: Q1 2020 in Review

Valeo Financial Advisors sold out of WisdomTree (WT) in Q1 2020, closing a stake of 89 shares.

Valeo Financial Advisors first reported a position in WT in Q3 2017 and held it in 9 quarters. The position peaked at $164K in Q4 2017. 173 funds tracked by Wall St. Rank hold WT as of Q1 2020.

  • Valeo Financial Advisors reported no remaining WisdomTree position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 89 WisdomTree shares in Q1 2020.
  • Valeo Financial Advisors first reported a position in WisdomTree in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's WisdomTree position peaked at $164K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held WisdomTree as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.