Wealthcare Advisory Partners’s WisdomTree WT Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-1,528	Closed	-$14K	–	1313
2018 Q2	$14K	Sell	1,528 -3,375	-69%	-$35.2K	﹤0.01%	757
2018 Q1	$45K	Buy	4,903 +3,640	+288%	+$39.3K	0.01%	424
2017 Q4	$16K	Buy	1,263 +1,225	+3,224%	+$14.1K	﹤0.01%	582
2017 Q3	$0	Buy	+38	New	+$368	﹤0.01%	935

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wealthcare Advisory Partners's WT Position: Q3 2018 in Review

Wealthcare Advisory Partners sold out of WisdomTree (WT) in Q3 2018, closing a stake of 1,528 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in WT in Q3 2017 and held it in 4 quarters. The position peaked at $45K in Q1 2018. 186 funds tracked by Wall St. Rank hold WT as of Q3 2018.

Wealthcare Advisory Partners reported no remaining WisdomTree position as of Q3 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,528 WisdomTree shares in Q3 2018, an estimated $14K.
Wealthcare Advisory Partners first reported a position in WisdomTree in Q3 2017 and held it in 4 quarters.
Wealthcare Advisory Partners's WisdomTree position peaked at $45K in Q1 2018.
186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2018, filed 14 Nov 2018.