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Voya Financial Advisors’s WisdomTree WT Stock Holding History

Voya 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
2016
Q3 		– Sell
-10,401
Closed -$98K – 442
2016
Q2 		$98K Sell
10,401
-205
-2% -$2.26K 0.01% 398
2016
Q1 		$122K Buy
+10,606
New +$127K 0.02% 370

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Voya Financial Advisors's WT Position: Q3 2016 in Review

Voya Financial Advisors sold out of WisdomTree (WT) in Q3 2016, closing a stake of 10,401 shares — an estimated $98K sold.

Voya Financial Advisors first reported a position in WT in Q1 2016 and held it in 2 quarters. The position peaked at $122K in Q1 2016. 211 funds tracked by Wall St. Rank hold WT as of Q3 2016.

  • Voya Financial Advisors reported no remaining WisdomTree position as of Q3 2016 after selling out during the quarter.
  • Voya Financial Advisors sold 10,401 WisdomTree shares in Q3 2016, an estimated $98K.
  • Voya Financial Advisors first reported a position in WisdomTree in Q1 2016 and held it in 2 quarters.
  • Voya Financial Advisors's WisdomTree position peaked at $122K in Q1 2016.
  • 211 funds tracked by Wall St. Rank held WisdomTree as of Q3 2016.

Based on Voya Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.