Wealthcare Capital Management’s WisdomTree WT Stock Holding History

Wealthcare Capital Management’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
2015 Q2	–	Sell	-2,004	Closed	-$43K	–	866
2015 Q1	$43K	Buy	+2,004	New	+$37.4K	0.01%	278

Other funds holding WT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's WT Position: Q2 2015 in Review

Wealthcare Capital Management sold out of WisdomTree (WT) in Q2 2015, closing a stake of 2,004 shares — an estimated $43K sold.

Wealthcare Capital Management first reported a position in WT in Q1 2015 and held it in 1 quarter. The position peaked at $43K in Q1 2015. 236 funds tracked by Wall St. Rank hold WT as of Q2 2015.

Wealthcare Capital Management reported no remaining WisdomTree position as of Q2 2015 after selling out during the quarter.
Wealthcare Capital Management sold 2,004 WisdomTree shares in Q2 2015, an estimated $43K.
Wealthcare Capital Management first reported a position in WisdomTree in Q1 2015 and held it in 1 quarter.
Wealthcare Capital Management's WisdomTree position peaked at $43K in Q1 2015.
236 funds tracked by Wall St. Rank held WisdomTree as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.