Valley National Advisers’s WisdomTree WT Stock Holding History

Valley National Advisers’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
2016 Q4	–	Sell	-451	Closed	-$5K	–	760
2016 Q3	$5K	Hold	451	–	–	﹤0.01%	457
2016 Q2	$4K	Hold	451	–	–	﹤0.01%	479
2016 Q1	$5K	Hold	451	–	–	﹤0.01%	447
2015 Q4	$7K	Buy	+451	New	+$8.28K	﹤0.01%	418

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

BFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Valley National Advisers's WT Position: Q4 2016 in Review

Valley National Advisers sold out of WisdomTree (WT) in Q4 2016, closing a stake of 451 shares — an estimated $5K sold.

Valley National Advisers first reported a position in WT in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q4 2015. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

Valley National Advisers reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
Valley National Advisers sold 451 WisdomTree shares in Q4 2016, an estimated $5K.
Valley National Advisers first reported a position in WisdomTree in Q4 2015 and held it in 4 quarters.
Valley National Advisers's WisdomTree position peaked at $7K in Q4 2015.
221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on Valley National Advisers's 13F filing for Q4 2016, filed 31 Jan 2017.